Fort Roberdeau Foundation

Nonprofit profile at a glance

EIN
990570610
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025
Location
Tyrone, PA, USA
Phone
8149460048
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation

Reported finances

Revenue
$25,438
Expenses
$11,181
Assets
$14,696
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Catherine Greenleaf Martin (President)
  • Peter Folen (Vice President)

People named in this filing

  • Catherine Greenleaf Martin (President)
  • Peter Folen (Vice President)
  • John Bollinger (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Fort Roberdeau Foundation is organized for providing education regarding the Revolutionary War, Central Pennsylvania history, and natural resources. Fort Roberdeau Foundation will support the learning activities at Fort Roberdeau.

What it reported doing in 2025

Hospitality expense for annual volunteer dinner

Operating model

Revenue model
Donor-supported. 74% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 64% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 27
  • Transparency & Controls: 100
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 18.4%; rating input score 18
  • Program expense ratio: 41.9%; rating input score 42

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 56%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 1.31; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 95.2% per year; rating input score 100; 97th percentile among comparable filings
  • Revenue growth: 169.5% per year; rating input score 100; 100th percentile among comparable filings
  • Asset growth: 188.4% per year; rating input score 100; 99th percentile among comparable filings

Details

  • Where the money goes: 18.4% of revenue deployed · 41.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $5K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 18/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 42/100.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.