Civic Intelligence

Carter Robertson Charitable Foundation

990 • Fiscal year 2019 • EIN 26-6302315

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$36,335

Up $32,040 (+746%) from 2017

Net Assets

Up

$36,335

Up $32,040 (+746%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$16,288

Up $5,360 (+49%) from 2017

Expenses

Down

$7,500

Down $2,750 (-27%) from 2017

Net Income

Up

$8,788

Up $8,110 (+1196%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$36,335
Liabilities$0
Net Assets$36,335
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$16,288
Expenses$7,500
Net Income$8,788
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$209,650
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,547$36,335▲ $8,788
Total Assets$27,547$36,335▲ $8,788
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,547$36,335▲ $8,788
Total Net Assets Fund Balance$27,547$36,335▲ $8,788
Total Liabilities and Net Assets / Fund Balance$27,547$36,335▲ $8,788
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
David RobertsonTrustee
Jennifer RobertsonTrustee
Ronald BlakleyAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$9,100
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$7,188
All Other Contributions
$9,100
Change in Net Assets
$8,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,500
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,500--$7,500
Total Functional Expenses$7,500$0$0$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$200,550
Fundraising Direct Expenses$193,362
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cr Memorial Tim$200,550$200,550$193,362$7,188
Total Events$200,550$200,550$193,362$7,188
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board will review return at or near time of filing the return.”

Form 990, Page 6, Part VI, Line 19

“Documents will be made available upon request.”

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
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Robertson
Formed
2008
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

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, Page 2, Part III, Line 4D

“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.”

Form 990, Part XI, Line 9

“ROUNDING 0”

Raw XML Appendix275 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS 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.
IRS990/AllOtherContributionsAmt09100
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IRS990/BooksInCareOfDetail/USAddress/CityNm0PERRIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0ADVISOR
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IRS990/FormationYr02008
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingGrossIncomeAmt0200550
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt07500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt07500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0209650
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0THIS 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.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt027547
IRS990/NetAssetsOrFundBalancesEOYAmt036335
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt027547
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNIFER ROBERTSON
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020200
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09100
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0200550
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1BOARD WILL REVIEW RETURN AT OR NEAR TIME OF FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/USAddress/CityNm0PERRIN
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09407982010
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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
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ReturnHeader/Filer/USAddress/ZIPCd076486
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.118.76
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:51:49
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/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK E SNEED CPA
ReturnHeader/ReturnTs02020-11-12T15:51:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,335
Liabilities
$0
Net assets
$36,335
Revenue
$16,288
Expenses
$7,500
Net income
$8,788
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
2019Detailed filing. Detailed filing data is available for this year.$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