Civic Intelligence

Patrick Welder Robinson Charitable Trust

990PF • Fiscal year 2018 • EIN 20-2412986

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 10, 2019

Organization Profile
3466 Ella Lee LaneHouston, TX 77027

(713) 877-1643

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

68th percentile

6.4%

Faster asset growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

32%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Flat

$1,189,123

Flat from 2018

Net Assets

Flat

$1,189,123

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Flat

$95,987

Flat from 2018

Expenses

Flat

$24,278

Flat from 2018

Net Income

Flat

$71,709

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,182,276Liabilities 2010: $0Net Assets 2010: $1,182,2762010Assets 2011: $1,143,854Liabilities 2011: $0Net Assets 2011: $1,143,8542011Assets 2012: $1,091,903Liabilities 2012: $0Net Assets 2012: $1,091,9032012Assets 2013: $1,070,647Liabilities 2013: $0Net Assets 2013: $1,070,6472013Assets 2014: $1,059,123Liabilities 2014: $0Net Assets 2014: $1,059,1232014Assets 2015: $1,058,436Liabilities 2015: $0Net Assets 2015: $1,058,4362015Assets 2016: $1,070,754Liabilities 2016: $0Net Assets 2016: $1,070,7542016Assets 2017: $1,117,414Liabilities 2017: $0Net Assets 2017: $1,117,4142017Assets 2018: $1,189,123Liabilities 2018: $0Net Assets 2018: $1,189,1232018Assets 2018: $1,189,123Liabilities 2018: $0Net Assets 2018: $1,189,1232018Assets 2019: $1,142,858Liabilities 2019: $0Net Assets 2019: $1,142,8582019Assets 2020: $1,097,524Liabilities 2020: $0Net Assets 2020: $1,097,5242020Assets 2021: $1,105,040Liabilities 2021: $0Net Assets 2021: $1,105,0402021Assets 2022: $1,143,745Liabilities 2022: $0Net Assets 2022: $1,143,7452022Assets 2023: $1,499,826Liabilities 2023: $0Net Assets 2023: $1,499,8262023Assets 2024: $1,470,372Liabilities 2024: $0Net Assets 2024: $1,470,3722024

Highlighted filing

2018

Assets$1,189,123
Liabilities$0
Net Assets$1,189,123
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KExpenses 2010: $116,7952010Expenses 2011: $164,5962011Expenses 2012: $147,4032012Revenue 2013: $106,729Expenses 2013: $127,985Net Income 2013: -$21,2562013Revenue 2014: $92,814Expenses 2014: $104,338Net Income 2014: -$11,5242014Revenue 2015: $57,513Expenses 2015: $58,200Net Income 2015: -$6872015Revenue 2016: $41,187Expenses 2016: $28,869Net Income 2016: $12,3182016Revenue 2017: $72,624Expenses 2017: $25,964Net Income 2017: $46,6602017Revenue 2018: $95,987Expenses 2018: $24,278Net Income 2018: $71,7092018Revenue 2018: $95,987Expenses 2018: $24,278Net Income 2018: $71,7092018Revenue 2019: $81,968Expenses 2019: $128,233Net Income 2019: -$46,2652019Revenue 2020: $27,143Expenses 2020: $45,467Net Income 2020: -$18,3242020Revenue 2021: $29,662Expenses 2021: $22,146Net Income 2021: $7,5162021Revenue 2022: $83,340Expenses 2022: $45,460Net Income 2022: $37,8802022Revenue 2023: $169,818Expenses 2023: $104,977Net Income 2023: $64,8412023Revenue 2024: $89,431Expenses 2024: $118,885Net Income 2024: -$29,4542024

Highlighted filing

2018

Revenue$95,987
Expenses$24,278
Net Income$71,709
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN R RUTHERFORDFoundation Manager-$0--
Filing and Contact Details

Filer

Filer Name
Patrick Welder Robinson Charitable Trust
EIN
20-2412986
Phone
7138771643
Address
3466 ELLA LEE LANE, HOUSTON, TX 77027

Signing Officer

Name
Susan R Rutherford
Title
President
Phone
7138771643
Signed
2019-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Michael L Gaus CPA Pllc
Address
5851 SAN FELIPE STE 895, HOUSTON, TX 77057
Preparer
Michael L Gaus
Phone
7139524336
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL MISSION WORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANIMAL RESCUE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2READING SERVICES FOR THE BLIND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTINUING EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FAITH IN PRACTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JUDY'S ARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SIGHT INTO SOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE WOMEN'S INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2SUSAN RUTHERFORD/BOARD MEMBE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07500 BEECHNUT 208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12222 BI-35E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23935 ESSEX LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32202 AVALON PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PEARSALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt044039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065726
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044039
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109765
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VARIOUS ROYALTY INTERESTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt097854
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt097854
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt30
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt40
TaxesSchedule/TaxesDetail/Amt0872
TaxesSchedule/TaxesDetail/Amt11632
TaxesSchedule/TaxesDetail/Amt22096
TaxesSchedule/TaxesDetail/Amt3411
TaxesSchedule/TaxesDetail/Amt45
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERANCE TAX
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt4OTHER ROYALTY DEDUCTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0872
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22096
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3411
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt45
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN R RUTHERFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07138771643
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK WELDER ROBINSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBI
ReturnHeader/Filer/EIN0202412986
ReturnHeader/Filer/PhoneNum07138771643
ReturnHeader/Filer/USAddress/AddressLine1Txt03466 ELLA LEE LANE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D333E4FF372CD00DF5F58A78B9ABC7999DD87CC8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D333E4FF372CD00DF5F58A78B9ABC7999DD87CC8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.195.211.190
ReturnHeader/FilingSecurityInformation/IPDt02019-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:01:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832813726
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL L GAUS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05851 SAN FELIPE STE 895
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum07139524336
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L GAUS
ReturnHeader/ReturnTs02019-04-12T08:50:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,189,123
Liabilities
$0
Net assets
$1,189,123
Revenue
$95,987
Expenses
$24,278
Net income
$71,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.17$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.02$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.02$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.13$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.16
2010Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.12