Robert E Roberts Charitable Remainder Annuity Trust is a 501(c)(92) organization based in Devils Lake, North Dakota, with $48,358 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$48K
▲ 71.7% vs prior year
Expenses (FY2024)
$34K
Net assets
$414K
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 Robert E Roberts Charitable Remainder Annuity 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 Robert E Roberts Charitable Remainder Annuity Trust: 144 mo reserves · +29% margin earns a B+ 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 Robert E Roberts Charitable Remainder Annuity 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 Robert E Roberts Charitable Remainder Annuity Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $23K (FY2020) to $48K (FY2024) across 5 reported years.
Financial snapshot
Operating margin
28.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$414K
Total liabilities
$0
Net assets
$414K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $48,358▲71.7% | $34,469▼0.8% | $414,301▲3.5% | $414,301▲3.5% | 990PF |
| 2023 | $28,170▼16.8% | $34,733▼12.3% | $400,412▼1.6% | $400,412▼1.6% | 990PF |
| 2022 | $33,846▼25.1% | $39,612▲11.9% | $406,975▼1.4% | $406,975▼1.4% | 990PF |
| 2021 | $45,207▲97.7% | $35,391▲4.5% | $412,741▲2.4% | $412,741▲2.4% | 990PF |
| 2020 | $22,866 | $33,859 | $402,925 | $402,925 | 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 Robert E Roberts Charitable Remainder Annuity Trust (EIN 45-0461184) 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.