Civic Intelligence

Robertshaw Charitable Foundation

990PF • Fiscal year 2012 • EIN 25-1622184

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 14, 2013

116 North Main Street15601
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,055,131

No earlier filing loaded for comparison.

Net Assets

$1,053,131

No earlier filing loaded for comparison.

Liabilities

$2,000

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$81,616

No earlier filing loaded for comparison.

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.

$1.5M$1.0M$500K$0Assets 2012: $1,055,131Liabilities 2012: $2,000Net Assets 2012: $1,053,1312012Assets 2013: $1,056,362Liabilities 2013: $2,000Net Assets 2013: $1,054,3622013Assets 2014: $1,072,055Liabilities 2014: $2,000Net Assets 2014: $1,070,0552014Assets 2015: $1,124,555Liabilities 2015: $2,000Net Assets 2015: $1,122,5552015Assets 2016: $1,138,896Liabilities 2016: $2,000Net Assets 2016: $1,136,8962016Assets 2017: $1,199,734Liabilities 2017: $2,000Net Assets 2017: $1,197,7342017Assets 2018: $1,319,461Liabilities 2018: $2,000Net Assets 2018: $1,317,4612018Assets 2019: $1,309,887Liabilities 2019: $2,000Net Assets 2019: $1,307,8872019Assets 2020: $1,327,183Liabilities 2020: $2,000Net Assets 2020: $1,325,1832020Assets 2021: $1,338,916Liabilities 2021: $2,000Net Assets 2021: $1,336,9162021Assets 2022: $1,401,455Liabilities 2022: $2,000Net Assets 2022: $1,399,4552022Assets 2023: $1,348,585Liabilities 2023: $2,000Net Assets 2023: $1,346,5852023Assets 2024: $1,358,300Liabilities 2024: $35,124Net Assets 2024: $1,323,1762024Assets 2025: $1,328,895Liabilities 2025: $2,000Net Assets 2025: $1,326,8952025

Highlighted filing

2012

Assets$1,055,131
Liabilities$2,000
Net Assets$1,053,131

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $81,6162012Expenses 2013: $82,2762013Revenue 2014: $101,920Expenses 2014: $86,227Net Income 2014: $15,6932014Revenue 2015: $146,498Expenses 2015: $93,998Net Income 2015: $52,5002015Revenue 2016: $106,001Expenses 2016: $91,660Net Income 2016: $14,3412016Revenue 2017: $153,706Expenses 2017: $92,868Net Income 2017: $60,8382017Revenue 2018: $210,857Expenses 2018: $91,130Net Income 2018: $119,7272018Revenue 2019: $76,582Expenses 2019: $86,156Net Income 2019: -$9,5742019Revenue 2020: $105,386Expenses 2020: $88,090Net Income 2020: $17,2962020Revenue 2021: $102,637Expenses 2021: $90,904Net Income 2021: $11,7332021Revenue 2022: $157,991Expenses 2022: $95,452Net Income 2022: $62,5392022Revenue 2023: $42,850Expenses 2023: $95,720Net Income 2023: -$52,8702023Revenue 2024: $67,910Expenses 2024: $91,319Net Income 2024: -$23,4092024Revenue 2025: $94,528Expenses 2025: $90,809Net Income 2025: $3,7192025

Highlighted filing

2012

Revenue-
Expenses$81,616
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 14, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John A Robertshaw JrChairmanPT$0--
Anne B RobertshawDirector-$0--
John A Robertshaw IIIDirector-$0--
Marc B RobertshawDirector-$0--
Lisa Robertshaw MoellerDirector-$0--
Natalie R KelleyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee attached scheduleSpecific charitable use purpose-see attachednot relatedsee attached, PA, US$55,243
Filing and Contact Details

Filer

EIN
25-1622184
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8VANGUARD INFLATION PROTECTED SECURITIES FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9FEDERATED MORTGAGE FD #837
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10HARBOR INTL FD #411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11ARTISAN MID CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12DODGE & COX STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13FEDERATED STRATEGIC VALUE DIV FD A #661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14NEUBERGER BERMAN GENESIS ASSET FD #493
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15T ROWE PRICE GROWTH STK-ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16T ROWE PRICE VALUE FD-ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17VANGUARD PRIMECAP FD ADMIRAL SHR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18ARTISAN MID CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19DODGE & COX STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20FEDERATED STRATEGIC VALUE DIV FD A #661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21FEDERATED INSTL TR HI YIELD BD #900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22FEDERATED INTERMEDIATE CORP BD CLASS IS #303
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23FEDERATED MORTGAGE FD #837
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24FIDELITY FLOATING RATE HIGH INC FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25FIDELITY ADVISOR SER VIII EMERG INSTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26T ROWE PRICE GROWTH STK-ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27T ROWE PRICE VALUE FD-ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28VANGUARD PRIMECAP FD ADMIRAL SHR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29VANGUARD SH TERM TREAS IV #0032
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30VANGUARD INFLATION PROTECTED SECURITIES FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31FIDELITY ADVISOR INTERNATIONAL DISCOVERY CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32Capital Gains Dividends
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8632
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss101234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss131244
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss151595
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-445
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1818
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss202531
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2371
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25103
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss261461
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27-63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28109
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31-3839
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss328056
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses041
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-997
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5133
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses613742
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-681
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8632
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses984
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses101234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses131244
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses151595
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-445
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1818
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses202531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2166
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2371
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses249
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses27-63
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31-3839
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses328056
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice02317
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice43791
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice656746
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice742678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85486
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice126720
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice133410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1510938
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1610628
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice177954
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18729
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice221864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice233535
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired17P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired20P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired25P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired26P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired27P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired28P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired29P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired30P
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IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09$0.09$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.04$1.32$0.07$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.16$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.11$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.21$0.09$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.15$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.15$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.08