Civic Intelligence

The Robertson Trust

990PF • Fiscal year 2019 • EIN 04-6109594

Jan 01, 2019 to Dec 31, 2019

Boston, MA
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$627,612

Up $4,625 (+0.7%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$60,301

Down $46,799 (-44%) from 2015

Expenses

Up

$72,705

Up $9,513 (+15%) from 2015

Net Income

Down

-$12,404

Down $56,312 (-128%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $590,854Liabilities 2011: $02011Assets 2012: $572,808Liabilities 2012: $02012Assets 2013: $595,433Liabilities 2013: $02013Assets 2014: $592,849Liabilities 2014: $02014Assets 2015: $622,987Liabilities 2015: $02015Assets 2019: $627,612Liabilities 2019: $02019Assets 2020: $979,408Liabilities 2020: $0Net Assets 2020: $979,4082020Assets 2021: $951,083Liabilities 2021: $0Net Assets 2021: $951,0832021Assets 2022: $887,905Liabilities 2022: $0Net Assets 2022: $887,9052022Assets 2023: $871,507Liabilities 2023: $0Net Assets 2023: $871,5072023Assets 2024: $908,605Liabilities 2024: $0Net Assets 2024: $908,6052024

Highlighted filing

2019

Assets$627,612
Liabilities$0
Net Assets-

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $58,286Expenses 2011: $59,689Net Income 2011: -$1,4032011Revenue 2012: $42,884Expenses 2012: $60,930Net Income 2012: -$18,0462012Revenue 2013: $82,872Expenses 2013: $60,247Net Income 2013: $22,6252013Revenue 2014: $44,623Expenses 2014: $60,977Net Income 2014: -$16,3542014Revenue 2015: $107,100Expenses 2015: $63,192Net Income 2015: $43,9082015Revenue 2019: $60,301Expenses 2019: $72,705Net Income 2019: -$12,4042019Revenue 2020: $420,163Expenses 2020: $68,453Net Income 2020: $351,7102020Revenue 2021: $54,190Expenses 2021: $82,487Net Income 2021: -$28,2972021Revenue 2022: $10,240Expenses 2022: $73,418Net Income 2022: -$63,1782022Revenue 2023: $57,333Expenses 2023: $73,731Net Income 2023: -$16,3982023Revenue 2024: $113,236Expenses 2024: $76,138Net Income 2024: $37,0982024

Highlighted filing

2019

Revenue$60,301
Expenses$72,705
Net Income-$12,404
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2019 to Dec 31, 2019

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