Civic Intelligence

Robertson Family Foundation

EIN 20-4587472 • Grand Rapids, MI

3061 Ridge Port Dr NWGrand Rapids, MI 49544
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-28%

Higher net margin than 22% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

14th percentile

-69%

Faster asset growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$55

Down $100 (-65%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$55

Down $100 (-65%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin22nd percentile

Revenue

Up

$1,560

Up $325 (+26%) from 2023

Expenses

Up

$1,660

Up $75 (+4.7%) from 2023

Net Income

Up

-$100

Up $250 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0-$1.0K-$2.0KAssets 2010: $70Liabilities 2010: $1,432Net Assets 2010: -$1,3622010Assets 2011: $70Liabilities 2011: $1,4322011Assets 2012: $120Liabilities 2012: $1,4522012Assets 2013: $56Liabilities 2013: $02013Assets 2018: $2,630Liabilities 2018: $0Net Assets 2018: $2,6302018Assets 2020: $630Liabilities 2020: $0Net Assets 2020: $6302020Assets 2021: $605Liabilities 2021: $0Net Assets 2021: $1,0802021Assets 2022: $505Liabilities 2022: $0Net Assets 2022: $5052022Assets 2023: $155Liabilities 2023: $0Net Assets 2023: $1552023Assets 2024: $55Liabilities 2024: $0Net Assets 2024: $552024

Latest loaded filing

2024

Assets$55
Liabilities$0
Net Assets$55
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$2.0K$0-$2.0KExpenses 2010: $1,9602010Revenue 2011: $600Expenses 2011: $600Net Income 2011: $02011Revenue 2012: $50Expenses 2012: $20Net Income 2012: $302012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2018: $700Expenses 2018: $1,500Net Income 2018: -$8002018Revenue 2020: $3,800Expenses 2020: $3,300Net Income 2020: $5002020Revenue 2021: $650Expenses 2021: $200Net Income 2021: $4502021Revenue 2022: $1,885Expenses 2022: $1,985Net Income 2022: -$1002022Revenue 2023: $1,235Expenses 2023: $1,585Net Income 2023: -$3502023Revenue 2024: $1,560Expenses 2024: $1,660Net Income 2024: -$1002024

Latest loaded filing

2024

Revenue$1,560
Expenses$1,660
Net Income-$100
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55$0$55$1,560$1,660$100
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$0$155$1,235$1,585$350
2022Detailed filing. Detailed filing data is available for this year.$505$0$505$1,885$1,985$100
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$605$0$1,080$650$200$450
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$630$0$630$3,800$3,300$500
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,630$0$2,630$700$1,500$800
2013Summary only. Only limited summary data is available for this year.$56$0$1$0$1
2012Summary only. Only limited summary data is available for this year.$120$1,452$50$20$30
2011Summary only. Only limited summary data is available for this year.$70$1,432$600$600$0
2010Detailed filing. Detailed filing data is available for this year.$70$1,432$1,362$1,960
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 10, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL ROBERTSONTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAMARITAN AIR SERVICECHARITABLE-MESA, AZ, US$1,235
Filing and Contact Details

Filer

Filer Name
Robertson Family Foundation
EIN
20-4587472
Phone
6169154328
Address
3061 RIDGE PORT DR NW, GRAND RAPIDS, MI 49544

Signing Officer

Name
Joel Robertson
Title
Treasurer
Phone
6169154328
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Dp Tax & Accounting Pllc
Address
6410 LAKE MICHIGAN DR, ALLENDALE, MI 49401
Preparer
Darlene Diemer
Phone
6168955418
Raw XML Appendix172 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0314
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0314
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0309
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06169154328
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0204587472
ReturnHeader/Filer/PhoneNum06169154328
ReturnHeader/Filer/USAddress/AddressLine1Txt03061 RIDGE PORT DR NW
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049544
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920404467
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DP TAX & ACCOUNTING PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06410 LAKE MICHIGAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049401
ReturnHeader/PreparerPersonGrp/PhoneNum06168955418
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE DIEMER
ReturnHeader/ReturnTs02026-03-12T17:26:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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