Katherine G & Robert M Roloson Foundation
Only null% goes to programs Strong reserves Growing revenue
Katherine G & Robert M Roloson Foundation is a 501(c)(3) organization based in Lake Forest, Illinois, registered in 1999, with $76,835 in FY2024 revenue. CharityIndex grades it C+.
1057 Walden Rd, Lake Forest, IL, 60045 EIN 36-4246828 Since 1999
Revenue (FY2024)
$77K
▲ 101.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$4,476
Net assets
$448K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Katherine G & Robert M Roloson Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating1200 mo reserves · +94% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Katherine G & Robert M Roloson Foundation: 1200 mo reserves · +94% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Katherine G & Robert M Roloson Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Katherine G & Robert M Roloson Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1057 Walden Rd, Lake Forest, IL, 60045
- City
- Lake Forest
- State
- Illinois
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $51K (FY2013) to $77K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $448K
Operating margin
94.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$448K
Total liabilities
$0
Net assets
$448K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $76,835▲102% | $4,476▼93.2% | $447,644▲19.3% | $447,644▲19.3% | 990PF |
| 2023 | $38,049▲12.0% | $65,623▼2.1% | $375,285▼6.8% | $375,285▼6.8% | 990PF |
| 2022 | $33,971▲7.3% | $67,012▲6.1% | $402,859▼7.6% | $402,859▼7.6% | 990PF |
| 2021 | $31,670▼52.1% | $63,172▼3.1% | $435,900▼6.7% | $435,900▼6.7% | 990PF |
| 2020 | $66,125▲71.8% | $65,220▲9.7% | $467,402▲0.2% | $467,402▲0.2% | 990PF |
| 2019 | $38,487▲12.5% | $59,440▼0.7% | $466,497▼4.3% | $466,497▼4.3% | 990PF |
| 2018 | $34,225▼25.4% | $59,849▲0.3% | $487,450▼5.0% | $487,450▼5.0% | 990PF |
| 2017 | $45,891▲73.0% | $59,654▲1.7% | $513,074▼2.6% | $513,074▼2.6% | 990PF |
| 2016 | $26,531▼26.0% | $58,633▼0.5% | $526,837▼5.8% | $526,837▼5.8% | 990PF |
| 2015 | $35,844▲22.5% | $58,938▲1.1% | $558,988▼4.0% | $558,988▼9.4% | 990PF |
| 2014 | $29,257▼42.7% | $58,287▲6.9% | $582,082▼4.8% | $616,899 | 990PF |
| 2013 | $51,071 | $54,542▼0.4% | $611,112▼0.6% | $616,727▼6.5% | 990PF |
| 2012 | — | $54,771▲7.2% | $614,583▼4.0% | $659,793▲2.3% | 990PF |
| 2011 | — | $51,114 | $639,952 | $645,147 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Katherine G & Robert M Roloson Foundation a legitimate nonprofit?
- Yes. Katherine G & Robert M Roloson Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-4246828, based in Lake Forest, Illinois. Donations are tax-deductible.
- What is Katherine G & Robert M Roloson Foundation's EIN?
- Katherine G & Robert M Roloson Foundation's Employer Identification Number (EIN) is 36-4246828.
- How much revenue does Katherine G & Robert M Roloson Foundation report?
- Katherine G & Robert M Roloson Foundation reported $76,835 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Katherine G & Robert M Roloson Foundation have?
- CharityIndex grades Katherine G & Robert M Roloson Foundation C+, based on financial health (reserves and operating margin).
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Data for Katherine G & Robert M Roloson Foundation (EIN 36-4246828) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.