Louis A Roberg Endowment Trust is a 501(c)(3) organization based in Litchfield, Minnesota, registered in 1980, with $52,291 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$52K
▼ 13.9% vs prior year
Expenses (FY2024)
$81K
Net assets
$765K
Employees
—
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 Louis A Roberg Endowment Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Louis A Roberg Endowment Trust: 114 mo reserves · -54% margin earns a F on this criterion. See the exact thresholds →
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 Louis A Roberg Endowment Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Louis A Roberg Endowment Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $61K (FY2013) to $52K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-54.0%
Spent more than it raised in the latest fiscal year.
Total assets
$765K
Total liabilities
$0
Net assets
$765K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $52,291▼13.9% | $80,535▼2.0% | $764,920▼3.6% | $764,920▼3.6% | 990PF |
| 2023 | $60,709▲110% | $82,216▲4.6% | $793,891▼2.7% | $793,891▼2.7% | 990PF |
| 2022 | $28,873▼54.2% | $78,598▲3.4% | $816,211▼5.8% | $816,211▼5.8% | 990PF |
| 2021 | $63,052▲57.1% | $75,994▼3.2% | $866,462▼1.7% | $866,462▼1.7% | 990PF |
| 2020 | $40,143▲4.5% | $78,483▲6.0% | $881,537▼4.4% | $881,537▼4.4% | 990PF |
| 2019 | $38,408▼31.7% | $74,037▼4.6% | $922,454▼3.7% | $922,454▼3.7% | 990PF |
| 2018 | $56,256▼59.8% | $77,578▼18.4% | $958,083▼11.1% | $958,083▼11.1% | 990PF |
| 2015 | $139,937▲41.5% | $95,029▲6.0% | $1,077,898▲4.3% | $1,077,898▲4.3% | 990PF |
| 2014 | $98,906▲62.3% | $89,691▲6.6% | $1,032,990▲0.9% | $1,032,990▲0.9% | 990PF |
| 2013 | $60,942 | $84,129 | $1,023,775 | $1,023,775 | 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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Data for Louis A Roberg Endowment Trust (EIN 41-6223072) 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.