Civic Intelligence

Frank & Judy Robertson Foundation

EIN 26-3889406 • Upland, CA

1450 N Campus AvenueUpland, CA 91786
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $425 (-100%) from 2022

Expenses

Down

$0

Down $425 (-100%) from 2022

Net Income

Flat

$0

Flat from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$600$400$200$0Expenses 2011: $02011Expenses 2012: $3852012Revenue 2013: $385Expenses 2013: $385Net Income 2013: $02013Revenue 2014: $385Expenses 2014: $385Net Income 2014: $02014Revenue 2015: $385Expenses 2015: $385Net Income 2015: $02015Revenue 2016: $385Expenses 2016: $385Net Income 2016: $02016Revenue 2017: $385Expenses 2017: $385Net Income 2017: $02017Revenue 2018: $385Expenses 2018: $385Net Income 2018: $02018Revenue 2019: $385Expenses 2019: $385Net Income 2019: $02019Revenue 2020: $410Expenses 2020: $410Net Income 2020: $02020Revenue 2021: $375Expenses 2021: $375Net Income 2021: $02021Revenue 2022: $425Expenses 2022: $425Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
2022Detailed filing. Detailed filing data is available for this year.$0$0$0$425$425$0
2021Detailed filing. Detailed filing data is available for this year.$0$0$0$375$375$0
2020Detailed filing. Detailed filing data is available for this year.$0$0$0$410$410$0
2019Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2018Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2017Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2016Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2015Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2014Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2013Detailed filing. Detailed filing data is available for this year.$0$0$0$385$385$0
2012Detailed filing. Detailed filing data is available for this year.$0$0$0$385
2011Detailed filing. Detailed filing data is available for this year.$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKLIN D ROBERTSONPresident-$0--
SYDNEY W JONESSecretary-$0--
JUDITH L ROBERTSONTreasurer-$0--
MICHAEL J RICHMONDDirector-$0--
ROBERT ROBERTSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frank & Judy Robertson Foundation
EIN
26-3889406
Phone
9099815600
Address
1450 N Campus Avenue, Upland, CA 91786

Signing Officer

Name
Judith L Robertson
Title
Treasurer
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Richmond Tax & Business Services
Address
1645 N Mountain Ave Ste A, Upland, CA 91784
Preparer
Michael J Richmond
Phone
9099203774
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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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LiquidationExplanationStmt/ExplanationTxt0THIS FOUNDATION IS TERMINATING EFFECTIVE DECEMBER 31, 2023.THE FOUNDATION HAS ZERO ASSETS AND ZERO LIABILITIES.THERE WAS NO 2023 ACTIVITY.
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ReturnHeader/Filer/EIN0263889406
ReturnHeader/Filer/PhoneNum09099815600
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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