Civic Intelligence

Carter Robertson Charitable Foundation

990EZ • Fiscal year 2014 • EIN 26-6302315

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileN/A
3845 Rambling RoadPerrin, TX 76486

(940) 798-2010

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

23rd percentile

-9.7%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

3.9%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,128

Down $1,013 (-47%) from 2013

Net Assets

Down

$1,128

Down $1,013 (-47%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$10,487

Up $393 (+3.9%) from 2013

Expenses

Up

$11,500

Up $500 (+4.5%) from 2013

Net Income

Down

-$1,013

Down $107 (-12%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th 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 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

2014

Assets$1,128
Liabilities-
Net Assets$1,128
Open 2014 Filing

Operations Trend

Revenue Growth54th 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 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

2014

Revenue$10,487
Expenses$11,500
Net Income-$1,013
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$69,541
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.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PAYOUTS TO 11 STUDENTS GRADUATING HIGH SCHOOL WHO PURSUED COLLEGE LEVEL EDUCATION.$11,500$11,500
THE 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.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ROBERTSONTrusteePT$0--
JENNIFER ROBERTSONTrusteePT$0--
RONALD BLAKLEYAdvisor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cr Memorial Tim$35,530$35,530$59,054$-23,524
Total Events$35,530$35,530$59,054$-23,524
Filing and Contact Details

Filer

Filer Name
Carter Robertson Charitable
EIN
26-6302315
Phone
9407982010
Address
3845 RAMBLING ROAD, PERRIN, TX 76486

Signing Officer

Name
Jennifer Robertson
Title
Trustee
Phone
9407982010
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
George Morgan & Sneed Pc
Address
1849 WALL STREET, WEATHERFORD, TX 76086-6298
Preparer
Patrick E Sneed CPA
Phone
8175942704
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“11,500 0 0”

Form 990-ez, Part III

“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.”

Form 990-ez, Part III, Line 31

“The 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.”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID ROBERTSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09407962010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03845 RAMBLING ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PERRIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076486
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02141
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034011
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1013
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02141
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01128
IRS990EZ/FundraisingGrossIncomeAmt035530
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011500
IRS990EZ/GrossReceiptsAmt069541
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02141
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02141
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01128
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RONALD BLAKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP PAYOUTS TO 11 STUDENTS GRADUATING HIGH SCHOOL WHO PURSUED COLLEGE LEVEL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059054
IRS990EZ/SpecialEventsNetIncomeLossAmt0-23524
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011500
IRS990EZ/TotalProgramServiceExpensesAmt011500
IRS990EZ/TotalRevenueAmt010487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0107460
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0314
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0730
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt035530
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50500
IRS990ScheduleA/PublicSupportPY170Pct00.50750
IRS990ScheduleA/PublicSupportTotal170Amt054638
IRS990ScheduleA/SubstantialContributorsTotAmt052822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0107460
IRS990ScheduleA/TotalSupportAmt0108190
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059054
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CR MEMORIAL TIM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035530
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23524
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt059054
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt059054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt011,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS 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/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09407982010
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER ROBERTSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0266302315
ReturnHeader/Filer/PhoneNum09407982010
ReturnHeader/Filer/USAddress/AddressLine1Txt03845 RAMBLING ROAD
ReturnHeader/Filer/USAddress/CityNm0PERRIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076486
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751999675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE MORGAN & SNEED PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01849 WALL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEATHERFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760866298
ReturnHeader/PreparerPersonGrp/PhoneNum08175942704
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK E SNEED CPA
ReturnHeader/ReturnTs02015-11-16T14:41:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,128
Liabilities
-
Net assets
$1,128
Revenue
$10,487
Expenses
$11,500
Net income
-$1,013
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
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$18.2$1.83$8.50$6.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits