Civic Intelligence

Robertson Family Foundation

990PF • Fiscal year 2011 • EIN 20-4587472

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

PO Box 585648603
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$70

Flat from 2011

Net Assets

-$1,362

No earlier filing loaded for comparison.

Liabilities

Flat

$1,432

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$600

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0K$2.0K$1.0K$0-$1.0K-$2.0KAssets 2010: $70Liabilities 2010: $1,432Net Assets 2010: -$1,3622010Assets 2011: $70Liabilities 2011: $1,432Net Assets 2011: -$1,3622011Assets 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

Highlighted filing

2011

Assets$70
Liabilities$1,432
Net Assets-$1,362

Operations Trend

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

$4.0K$2.0K$0-$2.0KExpenses 2010: $1,9602010Expenses 2011: $6002011Revenue 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

Highlighted filing

2011

Revenue-
Expenses$600
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL C ROBERTSONPresident-$0--
VICKIE L ROBERTSONSec/Treasure-$0--
HEIDI L ROBERTSONDirector-$0--
BROOKE J ROBERTSONDirector-$0--
NICOLE L DECKERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE NAVIGATORSGENERAL OPERATIONSNON PROFITCOLORADO SPRINGS, CO, US$600
Filing and Contact Details

Filer

EIN
20-4587472
Raw XML Appendix225 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
CompensationExplanation/Compensation/PersonName0JOEL C ROBERTSON
CompensationExplanation/Compensation/PersonName1VICKIE L ROBERTSON
CompensationExplanation/Compensation/PersonName2HEIDI L ROBERTSON
CompensationExplanation/Compensation/PersonName3BROOKE J ROBERTSON
CompensationExplanation/Compensation/PersonName4NICOLE L DECKER
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0600
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOEL C ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1VICKIE L ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HEIDI L ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BROOKE J ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4NICOLE L DECKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SEC/TREASURE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103555 PIERCE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113555 PIERCE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123555 PIERCE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133555 PIERCE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine141662 PARKLAND TRAIL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SAGINAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4GRAND RAPIDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode048604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode148604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode248604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode348604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode449534
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear101960
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear206175
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3013080
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4017827
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0600
IRS990PF/QualifyingDistributions/ExpensesAndContributions0600
IRS990PF/QualifyingDistributions/QualifyingDistributions0600
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOEL ROBERTSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09897998720
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103555 PIERCE ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SAGINAW
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode048604
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION DOES NOT CONDUCT DIRECT CHARITABLE ACTIVITIES OR INCUR EXPENSES RELATIVE TO CHARITABLE ACTIVITIES, EXCEPT IN THE PERFORMANCE OF THE NECESSARY EVALUATION OF GRANTS TO THE ORGANIZATIONS AS SET FORTH IN PART XV.
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE NAVIGATORS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 6000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0COLORADO SPRINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080934
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101960
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206175
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3013080
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4017827
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear039642
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0600
IRS990PF/UndistributedIncome/ExcessFromYear101960
IRS990PF/UndistributedIncome/ExcessFromYear206175
IRS990PF/UndistributedIncome/ExcessFromYear3013080
IRS990PF/UndistributedIncome/ExcessFromYear4017827
IRS990PF/UndistributedIncome/QualifyingDistributions0600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0600
IRS990PF/UndistributedIncome/TotalCorpus039642
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover039042
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
SubstantialContributorsSch/SubstantialContributor/PersonName0JOEL VICKIE ROBERTSON
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine103555 PIERCE RD
SubstantialContributorsSch/SubstantialContributor/USAddress/City0SAGINAW
SubstantialContributorsSch/SubstantialContributor/USAddress/State0MI
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode048604
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204587472
ReturnHeader/Filer/Name/BusinessNameLine10ROBERTSON FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone09897998720
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5856
ReturnHeader/Filer/USAddress/City0SAGINAW
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048603
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0JOEL C ROBERTSON
ReturnHeader/Officer/Phone09897998720
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10YEO & YEO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 3275
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAGINAW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048605
ReturnHeader/Preparer/Name0DAVID A BEYERLEIN
ReturnHeader/Preparer/Phone09897939830
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T09:39:53-06:00

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Filings