Roberts Charitable Foundation TR 2003

Westerly, Rhode Island

BHealth Score
58B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org20.33×
Peer Median18.82×
💰
$783K
Total Revenue
📊
$1.1M
Total Expenses
🏦
$22.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-18.9%
Year-over-year change (2022 → 2023)
Net Margin
-40.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
20.33
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$782,87919%$1,101,69820%$22,401,76310%
2022$964,91758%$1,373,67419%$20,363,16523%
2021$2,294,177256%$1,149,765123%$26,291,2786%
2020$643,60133%$515,25214%$24,790,83515%
2019$957,88526%$597,42474%$21,530,93630%
2015$1,290,6308%$2,318,196134%$16,549,4915%
2014$1,401,87015%$989,87068%$17,464,8622%
2013$1,640,8941337%$3,067,258250%$17,108,5998%
2012-$132,652102%$877,4763%$18,548,2603%
2011$6,000,621$850,794$19,193,661

Frequently Asked Questions

What does Roberts Charitable Foundation TR 2003 do?

Roberts Charitable Foundation TR 2003 is a philanthropy, voluntarism & grantmaking nonprofit organization based in Rhode Island. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Roberts Charitable Foundation TR 2003 financially healthy?

Based on our 9-metric Financial Health Score model, Roberts Charitable Foundation TR 2003 has a score of 58/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Roberts Charitable Foundation TR 2003 generate?

Revenue data for Roberts Charitable Foundation TR 2003 is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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