Civic Intelligence

The Robertson Scholars Leadership Program

990PF • Fiscal year 2019 • EIN 20-2479103

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2020

Organization Profile
101 Park Avenue 48th FLNew York, NY 10178-4799

(212) 984-5700

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2019 filings • $5M-$10M 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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$13,247

Up $7,805 (+143%) from 2015

Net Assets

$13,247

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin39th percentile

Revenue

Down

$7,297,412

Down $218,450 (-2.9%) from 2015

Expenses

Down

$7,301,992

Down $211,446 (-2.8%) from 2015

Net Income

Down

-$4,580

Down $7,004 (-289%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $19,039Liabilities 2011: $0Net Assets 2011: $19,0392011Assets 2012: $891Liabilities 2012: $02012Assets 2013: $323Liabilities 2013: $2782013Assets 2014: $3,018Liabilities 2014: $02014Assets 2015: $5,442Liabilities 2015: $02015Assets 2019: $13,247Liabilities 2019: $0Net Assets 2019: $13,2472019Assets 2020: $4,500Liabilities 2020: $0Net Assets 2020: $4,5002020Assets 2021: $2,764Liabilities 2021: $0Net Assets 2021: $2,7642021Assets 2022: $6,751Liabilities 2022: $0Net Assets 2022: $6,7512022Assets 2023: $3,650Liabilities 2023: $0Net Assets 2023: $3,6502023Assets 2024: $103,114Liabilities 2024: $0Net Assets 2024: $103,1142024

Highlighted filing

2019

Assets$13,247
Liabilities$0
Net Assets$13,247
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $8,210,9542011Revenue 2012: $7,608,427Expenses 2012: $7,626,575Net Income 2012: -$18,1482012Revenue 2013: $8,059,656Expenses 2013: $8,060,502Net Income 2013: -$8462013Revenue 2014: $7,195,027Expenses 2014: $7,184,806Net Income 2014: $10,2212014Revenue 2015: $7,515,862Expenses 2015: $7,513,438Net Income 2015: $2,4242015Revenue 2019: $7,297,412Expenses 2019: $7,301,992Net Income 2019: -$4,5802019Revenue 2020: $8,547,170Expenses 2020: $8,555,917Net Income 2020: -$8,7472020Revenue 2021: $6,935,763Expenses 2021: $6,937,499Net Income 2021: -$1,7362021Revenue 2022: $7,500,312Expenses 2022: $7,496,325Net Income 2022: $3,9872022Revenue 2023: $9,018,945Expenses 2023: $9,022,046Net Income 2023: -$3,1012023Revenue 2024: $9,219,916Expenses 2024: $9,120,452Net Income 2024: $99,4642024

Highlighted filing

2019

Revenue$7,297,412
Expenses$7,301,992
Net Income-$4,580
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN CHANExecutive DirectorFT$300,990$64,447$365,437
JULIAN H ROBERTSON JRTrustee/Director-$0--
CAROL L FOLTTrustee/Director (Thru January 2019)-$0--
KEVIN GUSKIEWICZTrustee/Director (Began February 2019)-$0--
VINCENT PRICETrustee/Director-$0--
DR ARRON STERNTrustee/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Robertson Scholars Leadership
EIN
20-2479103
Phone
2129845700
Address
101 PARK AVENUE 48TH FL, NEW YORK, NY 10178-4799

Signing Officer

Name
Dr Arron Stern
Title
Trustee
Phone
2129845700
Signed
2020-05-05
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5342
Preparer
Joseph L Ali
Phone
2122862600
Raw XML Appendix346 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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DistributionFromCorpusElection/ElectionDesc0IN ACCORDANCE WITH THE PROVISIONS OF TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM HEREBY ELECTS TO TREAT $7,290,663 OF THE QUALIFYING DISTRIBUTIONS MADE IN THE CURRENT TAXABLE YEAR ENDING JUNE 30, 2019 IN EXCESS OF THE PRIOR TAXABLE YEAR'S UNDISTRIBUTED INCOME AS A DISTRIBUTION MADE OUT OF CORPUS TO SATISFY THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(I).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIAN H ROBERTSON JR
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ROBERTSONSCHOLARS.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM (THE "PROGRAM") PROVIDES A YEARLY GRANT TO BOTH DUKE UNIVERSITY AND UNC-CHAPEL HILL THAT FUNDS SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS SELECTED BASED ON THEIR EXTRAORDINARY POTENTIAL FOR LEADERSHIP. PROGRAMMATIC BENEFITS INCLUDE TUITION, ROOM AND BOARD, SUMMER FUNDING, AND OTHER LEADERSHIP PROGRAMMING. THE EXECUTIVE DIRECTOR OF THE PROGRAM IS DIRECTLY INVOLVED IN ALL ASPECTS OF THE PROGRAM. HE COORDINATES THE SELECTION PROCESS, MEETS WITH CURRENT SCHOLARS TO MONITOR THEIR PROGRESS AND/OR HANDLE ANY DISCIPLINARY MATTERS. HE HELPS DEVELOP AND COORDINATE ALL THE EVENTS THAT THE PROGRAM HOSTS FOR THE SCHOLARS THROUGHOUT THE YEAR AND OVERSEES ALL ASPECTS OF THE CROSS-CAMPUS COLLABORATION OF THE PROGRAM BETWEEN THE CAMPUSES AND ADMINISTRATIONS OF DUKE UNIVERSITY AND UNC-CHAPEL HILL.IN FISCAL YEAR ENDED 6/30/19, THERE WERE 68 SCHOLARS ATTENDING UNC-CHAPEL HILL AND 62 SCHOLARS ATTENDING DUKE UNIVERSITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0399576
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05150606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11747892
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM AT THE UNIVERSITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR THE ROBERTSON SCHOLARS LEADERSHIP PROGRAM AT THE UNIVERSITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0207 ALLEN BLDG BOX 90001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1103 SOUTH BLDG CAMPUS BOX 9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0277080001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1275999100
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06898498
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011329
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt07290663
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07301992
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07290663
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt07290663
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0557
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011329
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROBERTSON FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JEFFREY AND JEANNE SMITH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ANDREW SURGUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0101 PARK AVENUE 48TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 52587
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2135 FIFTH AVENUE 7TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1TULSA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0101784799
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1741520587
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2100107126
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07264129
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt211500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE AND GENERAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONTRIBUTION PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0585
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1294
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2940
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3519
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0585
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1294
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3519
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ARRON STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129845700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTSON SCHOLARS LEADERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0202479103
ReturnHeader/Filer/PhoneNum02129845700
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 PARK AVENUE 48TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101784799
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08014D1ED4C8A2356BC16CA1BD647B715D864CCDB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.162.82.251
ReturnHeader/FilingSecurityInformation/IPDt02020-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:29:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0665 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100225342
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH L ALI
ReturnHeader/ReturnTs02020-05-06T10:18:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,247
Liabilities
$0
Net assets
$13,247
Revenue
$7,297,412
Expenses
$7,301,992
Net income
-$4,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$9.22$9.12$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$9.02$9.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$7.50$7.50$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$6.94$6.94$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.55$8.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$7.30$7.30$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$7.52$7.51$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$7.20$7.18$0.01
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$8.06$8.06$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$7.61$7.63$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$8.21