Civic Intelligence

Frank & Judy Robertson Foundation

990PF • Fiscal year 2017 • EIN 26-3889406

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

1450 N Campus AvenueUpland, CA 91786

(909) 981-5600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$0

Flat from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$385

Flat from 2016

Expenses

Flat

$385

Flat from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$385
Expenses$385
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.2
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
Franklin D Robertson
Title
President
Signed
2018-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Richmond Tax & Business Services
Address
1645 North Mountain Avenue Suite A, Upland, CA 91784
Preparer
Michael J Richmond
Phone
9097677412
Raw XML Appendix174 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SYDNEY W JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDITH L ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL J RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Judith L Robertson
IRS990PF/StatementsRegardingActyGrp/PhoneNum09099850657
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRY OF CHARITABLE TRUSTS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANKLIN D ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Frank & Judy Robertson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0263889406
ReturnHeader/Filer/PhoneNum09099815600
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 N Campus Avenue
ReturnHeader/Filer/USAddress/CityNm0Upland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091786
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richmond Tax & Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01645 North Mountain Avenue Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Upland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091784
ReturnHeader/PreparerPersonGrp/PhoneNum09097677412
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Richmond
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-18T11:49:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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