Civic Intelligence

Carter Robertson Charitable Foundation

990EZ • Fiscal year 2017 • EIN 26-6302315

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

Organization ProfileN/A
3845 Rambling RdPerrin, TX 76486

(817) 598-6922

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

Score unavailable

No value available

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

Source year 2017

Net Margin

56th percentile

6.2%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,295

Up $3,167 (+281%) from 2014

Net Assets

Up

$4,295

Up $3,167 (+281%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Up

$10,928

Up $441 (+4.2%) from 2014

Expenses

Down

$10,250

Down $1,250 (-11%) from 2014

Net Income

Up

$678

Up $1,691 (+167%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2017

Assets$4,295
Liabilities-
Net Assets$4,295
Open 2017 Filing

Operations Trend

Revenue Growth24th 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

2017

Revenue$10,928
Expenses$10,250
Net Income$678
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$147,103
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 10 STUDENTS GRADUATING HIGH SCHOOL WHO PURSUED COLLEGE LEVEL EDUCATION.$10,250$10,250
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ROBERTSONTrustee-$0--
JENNIFER ROBERTSONTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cr Memorial Tim$144,474$144,474$136,175$8,299
Total Events$144,474$144,474$136,175$8,299
Filing and Contact Details

Filer

Filer Name
Carter Robertson Charitable
EIN
26-6302315
Phone
8175986922
Address
3845 RAMBLING RD, PERRIN, TX 76486

Signing Officer

Name
Jennifer Robertson
Title
Trustee
Phone
9407982010
Signed
2018-10-15
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

“Cash contribution: 10,250”

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 Appendix140 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/BOYAmt03617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04295
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02629
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0678
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03617
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04295
IRS990EZ/FundraisingGrossIncomeAmt0144474
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010250
IRS990EZ/GrossReceiptsAmt0147103
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03617
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03617
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04295
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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 10 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/GrantsAndAllocationsAmt010250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0136175
IRS990EZ/SpecialEventsNetIncomeLossAmt08299
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010250
IRS990EZ/TotalProgramServiceExpensesAmt010250
IRS990EZ/TotalRevenueAmt010928
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt095178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0144474
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62830
IRS990ScheduleA/PublicSupportPY170Pct00.59310
IRS990ScheduleA/PublicSupportTotal170Amt059838
IRS990ScheduleA/SubstantialContributorsTotAmt035340
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045950
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt095178
IRS990ScheduleA/TotalSupportAmt095234
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0136175
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CR MEMORIAL TIM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0144474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0144474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0144474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0144474
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08299
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0136175
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0136175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 10,250
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09407982010
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER ROBERTSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0266302315
ReturnHeader/Filer/PhoneNum08175986922
ReturnHeader/Filer/USAddress/AddressLine1Txt03845 RAMBLING RD
ReturnHeader/Filer/USAddress/CityNm0PERRIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076486
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C5B83778501CC56A897BCF4776B0BF31A2DD3392
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B16B743802FAAE394B4045E442B9E7602CF0066
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.27.148.114
ReturnHeader/FilingSecurityInformation/IPDt02018-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:33:21
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/PreparationDt02018-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK E SNEED CPA
ReturnHeader/ReturnTs02018-10-19T16:33:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,295
Liabilities
-
Net assets
$4,295
Revenue
$10,928
Expenses
$10,250
Net income
$678
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
2017Detailed filing. Detailed filing data is available for this year.$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