Civic Intelligence

Carter Robertson Charitable Foundation

990EZ • Fiscal year 2012 • EIN 26-6302315

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 08, 2013

Organization ProfileN/A
3845 Rambling RoadRoom/Suite 10076486
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,578

Down $6,651 (-36%) from 2010

Net Assets

Down

$11,578

Down $6,651 (-36%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$9,545

Up $7,712 (+421%) from 2010

Expenses

Up

$14,259

Up $5,759 (+68%) from 2010

Net Income

Up

-$4,714

Up $1,953 (+29%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60K$40K$20K$0Assets 2010: $18,229Net Assets 2010: $18,2292010Assets 2012: $11,578Net Assets 2012: $11,5782012Assets 2013: $2,141Net Assets 2013: $2,1412013Assets 2014: $1,128Net Assets 2014: $1,1282014Assets 2017: $4,295Net Assets 2017: $4,2952017Assets 2019: $36,335Liabilities 2019: $0Net Assets 2019: $36,3352019Assets 2020: $28,827Liabilities 2020: $0Net Assets 2020: $28,8272020Assets 2021: $36,212Liabilities 2021: $0Net Assets 2021: $36,2122021Assets 2022: $46,761Liabilities 2022: $0Net Assets 2022: $46,7612022Assets 2024: $25,921Net Assets 2024: $25,9212024

Highlighted filing

2012

Assets$11,578
Liabilities-
Net Assets$11,578
Open 2012 Filing

Operations Trend

Revenue Growth9th percentile

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

$20K$10K$0-$10KRevenue 2010: $1,833Expenses 2010: $8,500Net Income 2010: -$6,6672010Revenue 2012: $9,545Expenses 2012: $14,259Net Income 2012: -$4,7142012Revenue 2013: $10,094Expenses 2013: $11,000Net Income 2013: -$9062013Revenue 2014: $10,487Expenses 2014: $11,500Net Income 2014: -$1,0132014Revenue 2017: $10,928Expenses 2017: $10,250Net Income 2017: $6782017Revenue 2019: $16,288Expenses 2019: $7,500Net Income 2019: $8,7882019Revenue 2020: -$2,008Expenses 2020: $5,500Net Income 2020: -$7,5082020Revenue 2021: $16,385Expenses 2021: $9,000Net Income 2021: $7,3852021Revenue 2022: $12,548Expenses 2022: $2,000Net Income 2022: $10,5482022Revenue 2024: $12,0232024

Highlighted filing

2012

Revenue$9,545
Expenses$14,259
Net Income-$4,714
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 8, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

This organization is for the promotion of education and provides scholarships to young adults who graduate from high school and attend college to further their education.

Filing and Contact Details

Filer

EIN
26-6302315
Raw XML Appendix155 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/PersonName0DAVID ROBERTSON
CompensationExplanation/Compensation/PersonName1JENNIFER ROBERTSON
CompensationExplanation/Compensation/PersonName2RONALD BLAKLEY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY016292
IRS990EZ/CashSavingsAndInvestments/EOY011578
IRS990EZ/ContributionsGiftsGrantsEtc08550
IRS990EZ/CostOtherBasisAndSalesExpenses05607
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-4714
IRS990EZ/FeesAndOthPymtToIndContractors09
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome075732
IRS990EZ/GainOrLossFromSaleOfAssets01393
IRS990EZ/GrantsAndSimilarAmountsPaid014250
IRS990EZ/GrossAmountFromSaleOfAssets07000
IRS990EZ/GrossReceipts091473
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0191
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY016292
IRS990EZ/NetAssetsOrFundBalancesBOY016292
IRS990EZ/NetAssetsOrFundBalances/EOY011578
IRS990EZ/NetAssetsOrFundBalancesEOY011578
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DAVID ROBERTSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JENNIFER ROBERTSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2RONALD BLAKLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2ADVISOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SCHOLARSHIP PAYOUTS TO 11 STUDENTS GRADUATING HIGH SCHOOL WHO PURSUED COLLEGE LEVEL EDUCATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE CR MEMORIAL TIME EVENT IS A TIMED ROPING COMPETITION FOR YOUNG ADULTS. ALL PROCEEDS FROM THIS EVENT PROVIDES FUNDING FOR THE SCHOLARSHIPS PAID TO HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations014250
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses014250
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SpecialEventsDirectExpenses076321
IRS990EZ/SpecialEventsNetIncomeLoss0-589
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103845 RAMBLING ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PERRIN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode076486
IRS990EZ/TheBooksAreInCareOf/NamePerson0DAVID ROBERTSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09407962010
IRS990EZ/TotalAssets/BOY016292
IRS990EZ/TotalAssets/EOY011578
IRS990EZ/TotalExpenses014259
IRS990EZ/TotalProgramServiceExpenses014250
IRS990EZ/TotalRevenue09545
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal09356
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear08550
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year017950
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years01000
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years06725
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years030570
IRS990ScheduleA/GiftsGrantsContribReceived170/Total064795
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0360
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0314
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0436
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0210
IRS990ScheduleA/GrossInvestmentIncome170/Total01320
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc075923
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportTotal170055439
IRS990ScheduleA/Total170/CurrentTaxYear08550
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year017950
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years01000
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years06725
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years030570
IRS990ScheduleA/Total170/Total064795
IRS990ScheduleA/TotalSupport066115
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents076321
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1075732
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal075732
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1075732
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents075732
IRS990ScheduleG/EventsInformation/NameOfEvent10CR MEMORIAL TIM
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-589
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1076321
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents076321
IRS990ScheduleO/GeneralExplanation/Explanation014,250 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CR MEMORIAL TIME EVENT IS A TIMED ROPING COMPETITION FOR YOUNG ADULTS. ALL PROCEEDS FROM THIS EVENT PROVIDES FUNDING FOR THE SCHOLARSHIPS PAID TO HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO INDIVIDUALS
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0266302315
ReturnHeader/Filer/Name/BusinessNameLine10CARTER ROBERTSON CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/NameControl0CART
ReturnHeader/Filer/Phone09407982010
ReturnHeader/Filer/USAddress/AddressLine103845 RAMBLING ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 100
ReturnHeader/Filer/USAddress/City0PERRIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode076486
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0JENNIFER ROBERTSON
ReturnHeader/Officer/Phone09407982010
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GEORGE MORGAN & SNEED PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101849 WALL STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEATHERFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0760866298
ReturnHeader/Preparer/Name0PATRICK E SNEED CPA
ReturnHeader/Preparer/Phone08175942704
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T15:46:48-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,578
Liabilities
-
Net assets
$11,578
Revenue
$9,545
Expenses
$14,259
Net income
-$4,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$25.9$12.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.8$0.00$46.8$12.5$2.00$10.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$0.00$36.2$16.4$9.00$7.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$2.01$5.50$7.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$16.3$7.50$8.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$4.30$10.9$10.3$0.68
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.13$10.5$11.5$1.01
2013Detailed filing. Detailed filing data is available for this year.$2.14$2.14$10.1$11.0$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$11.6$9.55$14.3$4.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$18.2$1.83$8.50$6.67