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 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

48th percentile

0.0%

Higher net margin than 48% of similar nonprofits.

<$500k nonprofits • Source year 2021

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 2020

Asset Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Revenue Growth

40th percentile

-8.5%

Faster revenue growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

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

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

Operations Trend

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

Filings

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

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/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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