Robet Foundation Inc

Robet Foundation Inc. shows consistent asset growth and minimal liabilities over a decade, with fluctuating revenues and no officer compensation.

EIN: 205260732 · Muncie, IN · NTEE: T22 · Updated: 2026-03-28

$644KRevenue
$3.7MAssets
85/100Mission Score (Excellent)
T22
Robet Foundation Inc Financial Summary
MetricValue
Total Revenue$644K
Total Expenses$261K
Program Spending75%
Net Assets$3.4M
Transparency Score85/100

Is Robet Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Robet Foundation Inc directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Robet Foundation Inc

Robet Foundation Inc (EIN: 205260732) is a nonprofit organization based in Muncie, IN, classified under NTEE code T22. The organization reported total revenue of $644K and total assets of $3.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robet Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Robet Foundation Inc is a small nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$219K
Total Expenses$261K
Surplus / Deficit$-42,136
Total Assets$3.4M
Total Liabilities$1
Net Assets$3.4M
Operating Margin-19.3%
Debt-to-Asset Ratio0.0%
Months of Reserves156.3 months

Financial Health Grade: B

In 2023, Robet Foundation Inc reported a deficit of $42K with expenses exceeding revenue, holds 156.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Robet Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 11.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+27.3%+9.8%-1.2%
2022-62.7%-3.4%-1.9%
2021+110.8%-2.2%+6.5%
2020-60.8%+40.2%-1.0%
2019+31.2%+25.4%+32.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Robet Foundation Inc. demonstrates consistent financial stability with growing assets, reaching $3,695,776 in its latest reporting period. While the organization has experienced fluctuations in annual revenue, such as a high of $673,791 in 2014 and a low of $59,713 in 2011, its asset base has shown a steady upward trend over the past decade. The foundation consistently reports minimal liabilities, often just $1, indicating a very strong balance sheet and low financial risk. However, without detailed expense breakdowns beyond total expenses, it is challenging to fully assess spending efficiency across programs, administration, and fundraising. The consistent reporting of 0% officer compensation suggests a volunteer-led or very lean executive structure, which can be a positive indicator of resource allocation towards its mission. Despite the lack of detailed expense categorization in the provided data, the overall financial picture suggests a well-managed organization in terms of asset growth and liability control. The foundation's ability to maintain and grow its assets even during periods where expenses exceeded revenue (e.g., 2023 and 2022) points to a robust endowment or investment strategy. To fully evaluate spending efficiency, a deeper dive into the functional expense allocation (program services, management & general, fundraising) from the full 990 forms would be necessary. The consistent filing of 990s over a decade indicates a commitment to regulatory compliance and basic transparency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Robet Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 75%
  • fundraising: 10%

According to IRS 990 filings, Robet Foundation Inc allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$219KTotal Revenue
$261KTotal Expenses
$3.4MTotal Assets
$1Total Liabilities
$3.4MNet Assets
  • The organization reported a deficit of $42K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Robet Foundation Inc. consistently reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is a strong positive for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Robet Foundation Inc's IRS 990 filings:

  • Lack of detailed functional expense breakdown in provided data makes full spending efficiency assessment difficult.

Strengths

The following positive indicators were identified for Robet Foundation Inc:

  • Consistent asset growth over a decade, from $1,438,949 in 2011 to $3,695,776 currently.
  • Extremely low liabilities, consistently reported as $1 or $0, indicating strong financial health and minimal debt.
  • 0% officer compensation reported across all filings, suggesting efficient use of funds for mission or volunteer leadership.
  • Consistent IRS 990 filing history over 10 periods, demonstrating commitment to regulatory compliance.
  • Robust asset base relative to annual expenses, providing long-term stability.

Frequently Asked Questions about Robet Foundation Inc

Is Robet Foundation Inc a legitimate charity?

Robet Foundation Inc (EIN: 205260732) is a registered tax-exempt nonprofit based in Indiana. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $644K. 1 red flag identified. 5 strengths noted. Financial health grade: B.

How does Robet Foundation Inc spend its money?

Robet Foundation Inc directs 75% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.

Are donations to Robet Foundation Inc tax-deductible?

Robet Foundation Inc is registered as a tax-exempt nonprofit (EIN: 205260732). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Robet Foundation Inc's spending goes to programs?

Robet Foundation Inc directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Robet Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Robet Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Robet Foundation Inc located?

Robet Foundation Inc is headquartered in Muncie, Indiana and files with the IRS under EIN 205260732. It is classified under NTEE code T22.

How many years of IRS 990 filings does Robet Foundation Inc have?

Robet Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $644K in total revenue.

What are the specific program activities funded by Robet Foundation Inc.?

The provided data does not detail the specific program activities. Further review of the full IRS Form 990, particularly Part III (Statement of Program Service Accomplishments), would be necessary to understand the foundation's mission-related work.

How does Robet Foundation Inc. manage to grow assets despite periods of expenses exceeding revenue?

The foundation likely has an investment strategy for its assets, where investment gains contribute to asset growth. This allows the overall asset base to increase even when annual operating expenses exceed annual operating revenue, as seen in 2023 ($218,741 revenue vs. $260,877 expenses) and 2022 ($171,799 revenue vs. $237,512 expenses).

What is the NTEE code T22 and what does it imply about the organization's mission?

NTEE code T22 typically refers to 'Foundations, Grantmaking & Giving Services - Private Grantmaking Foundations'. This implies that Robet Foundation Inc. primarily operates by making grants to other organizations or individuals, rather than directly providing services.

Filing History

IRS 990 filing history for Robet Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Robet Foundation Inc's revenue has grown by 266.3%, moving from $60K to $219K. Total assets increased by 136.1% over the same period, from $1.4M to $3.4M. Total functional expenses rose by 218.6%, from $82K to $261K. In its most recent filing year (2023), Robet Foundation Inc reported a deficit of $42K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $219K $261K $3.4M $1 View 990
2022 $172K $238K $3.4M $1 View 990
2021 $461K $246K $3.5M $1 View 990
2020 $219K $251K $3.3M $1 View 990
2019 $558K $179K $3.3M $1 View 990
2015 $425K $143K $2.5M $1 View 990
2014 $674K $110K $2.2M $0 View 990
2013 $346K $92K $1.7M $0 View 990
2012 $68K $90K $1.4M $0 View 990
2011 $60K $82K $1.4M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $219K, expenses of $261K, and assets of $3.4M (revenue +27.3% year-over-year).
  • 2022: Revenue of $172K, expenses of $238K, and assets of $3.4M (revenue -62.7% year-over-year).
  • 2021: Revenue of $461K, expenses of $246K, and assets of $3.5M (revenue +110.8% year-over-year).
  • 2020: Revenue of $219K, expenses of $251K, and assets of $3.3M (revenue -60.8% year-over-year).
  • 2019: Revenue of $558K, expenses of $179K, and assets of $3.3M (revenue +31.2% year-over-year).
  • 2015: Revenue of $425K, expenses of $143K, and assets of $2.5M (revenue -36.9% year-over-year).
  • 2014: Revenue of $674K, expenses of $110K, and assets of $2.2M (revenue +94.9% year-over-year).
  • 2013: Revenue of $346K, expenses of $92K, and assets of $1.7M (revenue +408.1% year-over-year).
  • 2012: Revenue of $68K, expenses of $90K, and assets of $1.4M (revenue +13.9% year-over-year).
  • 2011: Revenue of $60K, expenses of $82K, and assets of $1.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Robet Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Robet Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in Indiana

Explore more nonprofits based in Indiana with AI-powered transparency reports.

View all Indiana nonprofits →

Similar Organizations (NTEE T22)

Other nonprofits classified under NTEE code T22.

View all T22 nonprofits →

Explore Related Nonprofits

Browse by State