Civic Intelligence

The Robby Atherton Foundation

990EZ • Fiscal year 2017 • EIN 27-1716474

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

53888 Oakview DriveShelby Township, MI 48315

(586) 781-8290

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

83rd percentile

29%

Higher net margin than 83% 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

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

7.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$356,231

Up $33,660 (+10%) from 2016

Net Assets

Up

$356,231

Up $33,660 (+10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$87,573

Up $6,065 (+7.4%) from 2016

Expenses

Up

$61,875

Up $8,763 (+16%) from 2016

Net Income

Down

$25,698

Down $2,698 (-9.5%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $88,120Net Assets 2010: $88,1202010Assets 2011: $145,632Net Assets 2011: $145,6322011Assets 2012: $163,057Net Assets 2012: $163,0572012Assets 2013: $234,801Net Assets 2013: $234,8012013Assets 2014: $263,581Net Assets 2014: $263,5812014Assets 2015: $294,499Net Assets 2015: $294,4992015Assets 2016: $322,571Net Assets 2016: $322,5712016Assets 2017: $356,231Net Assets 2017: $356,2312017Assets 2018: $356,636Net Assets 2018: $356,6362018Assets 2019: $398,273Net Assets 2019: $398,2732019Assets 2020: $401,618Net Assets 2020: $401,6182020Assets 2021: $439,108Net Assets 2021: $439,1082021Assets 2022: $355,139Net Assets 2022: $355,1392022Assets 2023: $370,550Net Assets 2023: $370,5502023Assets 2024: $390,319Net Assets 2024: $390,3192024

Highlighted filing

2017

Assets$356,231
Liabilities-
Net Assets$356,231

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $112,894Expenses 2010: $24,774Net Income 2010: $88,1202010Revenue 2011: $88,584Expenses 2011: $31,072Net Income 2011: $57,5122011Revenue 2012: $94,811Expenses 2012: $79,131Net Income 2012: $15,6802012Revenue 2013: $99,971Expenses 2013: $34,644Net Income 2013: $65,3272013Revenue 2014: $78,673Expenses 2014: $44,886Net Income 2014: $33,7872014Revenue 2015: $64,371Expenses 2015: $40,428Net Income 2015: $23,9432015Revenue 2016: $81,508Expenses 2016: $53,112Net Income 2016: $28,3962016Revenue 2017: $87,573Expenses 2017: $61,875Net Income 2017: $25,6982017Revenue 2018: $89,428Expenses 2018: $54,622Net Income 2018: $34,8062018Revenue 2019: $68,507Expenses 2019: $64,314Net Income 2019: $4,1932019Revenue 2020: $87,323Expenses 2020: $104,665Net Income 2020: -$17,3422020Revenue 2021: $61,512Expenses 2021: $43,580Net Income 2021: $17,9322021Revenue 2022: $77,101Expenses 2022: $104,326Net Income 2022: -$27,2252022Revenue 2023: $88,896Expenses 2023: $84,392Net Income 2023: $4,5042023Revenue 2024: $89,510Expenses 2024: $69,825Net Income 2024: $19,6852024

Highlighted filing

2017

Revenue$87,573
Expenses$61,875
Net Income$25,698
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.3
Gross Receipts
$116,225
Mission and Program Overview

Mission

Robby atherton foundation primary exempt purpose the robby atherton foundation has been established to provide various forms of assistance to families, communities and organizations within southeast michigan. In order to provide this assistance, we hold annual charity fundraising events such as a golf outing, bowling events, softball tournaments and other fundraising events. Through the proceeds of these events and various other private and corporate donor contributions we are able to provide this assistance in the form of college scholarships and donations to other local charitable organizations, local memorial funds and foundations. In addition we are actively seeking ways of becoming involved in non-fundraising events by partnering with other charity groups. Expamples of these events would be food banks, soup kitchens and other community service activities.

Program Services

DescriptionGrantsExpenses
ROBBY ATHERTON FOUNDATION 2017 ACCOMPLISHMENTS ARE AS FOLLOWS; JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. SPECIAL DREAMS FARM: A DONATION WAS MADE IN THE AMOUNT OF 500.00 TO HELP WITH A LOCAL CHARITY THAT PROVIDES TERMINALLY ILL CHILDREN WITH SUMMER CAMPS AT A LOCAL FARM. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 4,046.75 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. MACOMB SPECIAL OLYMPICS: A DONATION WAS MADE IN THE AMOUNT OF 5,000.00 TO A LOCAL CHARITY FOR CHILDREN AND YOUNG ADULTS FOR COMPETITION EVENTS. KIM CAMERON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT KIM CAMERON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR KIM CAMERON WHO WAS DIAGNOSED WITH TERMINAL CANCER AND NO LONGER ABLE TO WORK. EMBER MILLER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT EMBER MILLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. DAN GEER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT DAN GEER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A PERMANENT DISABILTY AND NO LONGER ABLE TO WORK. CHRISTINE NUTT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 2,000.00 TO SUPPORT CHRISTINE NUTT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR CHRISTINE NUTT WHO WAS PERMANENTLY DISABLED IN A VEHICLE ACCIDENT AND NO LONGER ABLE TO WORK. MARK CHASE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 2,000.00 TO SUPPORT MARK CHASE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. RAYMOND WILSON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 8,000.00 TO SUPPORT RAYMOND WILSON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. MOLLY PRATT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT MOLLY PRATT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. CATHY RYAN TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT CATHY RYAN AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. GRAYSON MELNECHUK TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT GRAYSON MELNECHUK AND HIS FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WHO WAS BORN PREMATURE AND HAS MANY HEALTH ISSUES AND REQUIRES EXTENSIVE CARE. ANDREW THOMPSON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT ANDREW THOMPSON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. CASSIE HINES SHOES CANCER FOUNDATION: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN & YOUNG ADULTS. KATIE BOGGIA TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 5,000.00 TO SUPPORT KATIE BOGGIA AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. ELLIOT CARTER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT ELLIOT CARTER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. ZACH SAUNDERS TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT ZACH SAUNDERS AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS.$50,547$50,547
ROBBY ATHERTON FOUNDATION 2017 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED FOUR INDIVIDUAL SCHOLARSHIPS AT 2,000.00 EACH TO HIGH SCHOOL STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; EVAN ESPER - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO WESTERN MICHIGAN UNIVERSITY FINANCIAL AID OFFICE LOGAN SMITH - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE MATTHEW DONAHUE - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE MADYLEN ZWENG - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF MICHIGAN FINANCIAL AID OFFICE$8,000$8,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN ATHERTONPresident-$0--
TERRY ATHERTONVice Preside-$0--
KEITH TREBBLETreasurer-$0--
DEBRA TREBBLESecretary-$0--
KEN NUTTTrustee-$0--
JOE YESTREPSKY SRTrustee-$0--
JOE YESTREPSKY JRTrustee-$0--
MEGAN ZOLLNERTrustee-$0--
MATT NUTTTrustee-$0--
RYAN RECKTrustee-$0--
NICK DAIZATrustee-$0--
TRAVIS ZOLLNERTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing & D$88,564$74,644$1,258$73,386
Bowling Fundrai$12,750$9,600-$9,600
Total Events$101,314$84,244$28,652$55,592
Filing and Contact Details

Filer

Filer Name
The Robby Atherton Foundation
EIN
27-1716474
Phone
5867818290
Address
53888 OAKVIEW DRIVE, SHELBY TOWNSHIP, MI 48315

Signing Officer

Name
Bryan Atherton
Title
President
Signed
2018-05-12
Discuss with paid preparer
Yes

Preparer

Firm
J & J Cpas & Business Consultants Pc
Address
45810 SCHOENHERR RD, SHELBY TOWNSHIP, MI 48315
Preparer
Jeffrey J Jamrog CPA
Phone
5862602155
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: college scholarships cash contribution: 8,000 relationship: none class of activity: terminal illness cash contribution: 7,500 relationship: none class of activity: terminal illness cash contribution: 7,500 relationship: none class of activity: terminal illness cash contribution: 7,500 relationship: none

Form 990-ez, Part I, Line 16

Expenses advertising & promotions 550 foreign dividend taxes 7 total 557

Form 990-ez, Part I, Line 20

Adjustment for unrealized gain/loss on investments 7,962

Form 990-ez, Part III

Robby atherton foundation primary exempt purpose the robby atherton foundation has been established to provide various forms of assistance to families, communities and organizations within southeast michigan. In order to provide this assistance, we hold annual charity fundraising events such as a golf outing, bowling events, softball tournaments and other fundraising events. Through the proceeds of these events and various other private and corporate donor contributions we are able to provide this assistance in the form of college scholarships and donations to other local charitable organizations, local memorial funds and foundations. In addition we are actively seeking ways of becoming involved in non-fundraising events by partnering with other charity groups. Expamples of these events would be food banks, soup kitchens and other community service activities.

Form 990-ez, Part III, Line 28

Robby atherton foundation 2017 accomplishments scholarship programs: the robby atherton foundation provided four individual scholarships at 2,000.00 each to high school students at utica eisenhower high school. These scholarships were provided to local student athletes who met the criteria and guidlines established by the robby atherton foundation scholarship committee. The scholarship award winners were as follows; evan esper - utica eisenhower high school - ike student athlete award 2,000.00 paid to western michigan university financial aid office logan smith - utica eisenhower high school - ike student athlete award 2,000.00 paid to michigan state university financial aid office matthew donahue - utica eisenhower high school - ike student athlete award 2,000.00 paid to michigan state university financial aid office madylen zweng - utica eisenhower high school - ike student athlete award 2,000.00 paid to university of michigan financial aid office

Form 990-ez, Part III, Line 31

Robby atherton foundation 2017 accomplishments are as follows; joel zito trust fund: a donation was made in the amount of 1,000.00 to support the joel zito family. Benefit trust fund established to assist with outstanding medical expenses for individual recipient no longer able to work and no longer has health insurance. Special dreams farm: a donation was made in the amount of 500.00 to help with a local charity that provides terminally ill children with summer camps at a local farm. Vision hope: a donation was made in the amount of 4,046.75 to a local charity that helps provide assistance to terminally ill children. Macomb special olympics: a donation was made in the amount of 5,000.00 to a local charity for children and young adults for competition events. Kim cameron trust fund: a donation was made in the amount of 1,000.00 to support kim cameron and family. Benefit trust fund was established to assist with outstanding medical expenses for kim cameron who was diagnosed with terminal cancer and no longer able to work. Ember miller trust fund: a donation was made in the amount of 1,000.00 to support ember miller and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work and no longer has health insurance. Dan geer trust fund: a donation was made in the amount of 1,000.00 to support dan geer and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a permanent disabilty and no longer able to work. Christine nutt trust fund: a donation was made in the amount of 2,000.00 to support christine nutt and family. Benefit trust fund was established to assist with outstanding medical expenses for christine nutt who was permanently disabled in a vehicle accident and no longer able to work. Mark chase trust fund: a donation was made in the amount of 2,000.00 to support mark chase and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness. Raymond wilson trust fund: a donation was made in the amount of 8,000.00 to support raymond wilson and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness and no longer able to work and no longer has health insurance. Molly pratt trust fund: a donation was made in the amount of 1,000.00 to support molly pratt and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness. Cathy ryan trust fund: a donation was made in the amount of 1,000.00 to support cathy ryan and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness. Grayson melnechuk trust fund: a donation was made in the amount of 1,000.00 to support grayson melnechuk and his family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient who was born premature and has many health issues and requires extensive care. Andrew thompson trust fund: a donation was made in the amount of 1,000.00 to support andrew thompson and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness. Cassie hines shoes cancer foundation: a donation was made in the amount of 1,000.00 to a local charity that helps provide assistance to terminally ill children & young adults. Katie boggia trust fund: a donation was made in the amount of 5,000.00 to support katie boggia and family. Benefit trust fund was established to assist with outstanding medical expenses for individual recipient with a terminal illness. Elliot carter trust fund: a donation was made in the amount of 7,500.00 to support elliot carter and family. Benefit trust fund was established to assist with ou

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IRS990EZ/PrimaryExemptPurposeTxt0ROBBY ATHERTON FOUNDATION PRIMARY EXEMPT PURPOSE THE ROBBY ATHERTON FOUNDATION HAS BEEN ESTABLISHED TO PROVIDE VARIOUS FORMS OF ASSISTANCE TO FAMILIES, COMMUNITIES AND ORGANIZATIONS WITHIN SOUTHEAST MICHIGAN. IN ORDER TO PROVIDE THIS ASSISTANCE, WE HOLD ANNUAL CHARITY FUNDRAISING EVENTS SUCH AS A GOLF OUTING, BOWLING EVENTS, SOFTBALL TOURNAMENTS AND OTHER FUNDRAISING EVENTS. THROUGH THE PROCEEDS OF THESE EVENTS AND VARIOUS OTHER PRIVATE AND CORPORATE DONOR CONTRIBUTIONS WE ARE ABLE TO PROVIDE THIS ASSISTANCE IN THE FORM OF COLLEGE SCHOLARSHIPS AND DONATIONS TO OTHER LOCAL CHARITABLE ORGANIZATIONS, LOCAL MEMORIAL FUNDS AND FOUNDATIONS. IN ADDITION WE ARE ACTIVELY SEEKING WAYS OF BECOMING INVOLVED IN NON-FUNDRAISING EVENTS BY PARTNERING WITH OTHER CHARITY GROUPS. EXPAMPLES OF THESE EVENTS WOULD BE FOOD BANKS, SOUP KITCHENS AND OTHER COMMUNITY SERVICE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROBBY ATHERTON FOUNDATION 2017 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED FOUR INDIVIDUAL SCHOLARSHIPS AT 2,000.00 EACH TO HIGH SCHOOL STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; EVAN ESPER - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO WESTERN MICHIGAN UNIVERSITY FINANCIAL AID OFFICE LOGAN SMITH - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE MATTHEW DONAHUE - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE MADYLEN ZWENG - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF MICHIGAN FINANCIAL AID OFFICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROBBY ATHERTON FOUNDATION 2017 ACCOMPLISHMENTS ARE AS FOLLOWS; JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. SPECIAL DREAMS FARM: A DONATION WAS MADE IN THE AMOUNT OF 500.00 TO HELP WITH A LOCAL CHARITY THAT PROVIDES TERMINALLY ILL CHILDREN WITH SUMMER CAMPS AT A LOCAL FARM. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 4,046.75 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. MACOMB SPECIAL OLYMPICS: A DONATION WAS MADE IN THE AMOUNT OF 5,000.00 TO A LOCAL CHARITY FOR CHILDREN AND YOUNG ADULTS FOR COMPETITION EVENTS. KIM CAMERON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT KIM CAMERON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR KIM CAMERON WHO WAS DIAGNOSED WITH TERMINAL CANCER AND NO LONGER ABLE TO WORK. EMBER MILLER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT EMBER MILLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. DAN GEER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT DAN GEER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A PERMANENT DISABILTY AND NO LONGER ABLE TO WORK. CHRISTINE NUTT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 2,000.00 TO SUPPORT CHRISTINE NUTT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR CHRISTINE NUTT WHO WAS PERMANENTLY DISABLED IN A VEHICLE ACCIDENT AND NO LONGER ABLE TO WORK. MARK CHASE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 2,000.00 TO SUPPORT MARK CHASE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. RAYMOND WILSON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 8,000.00 TO SUPPORT RAYMOND WILSON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. MOLLY PRATT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT MOLLY PRATT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. CATHY RYAN TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT CATHY RYAN AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. GRAYSON MELNECHUK TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT GRAYSON MELNECHUK AND HIS FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WHO WAS BORN PREMATURE AND HAS MANY HEALTH ISSUES AND REQUIRES EXTENSIVE CARE. ANDREW THOMPSON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT ANDREW THOMPSON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. CASSIE HINES SHOES CANCER FOUNDATION: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN & YOUNG ADULTS. KATIE BOGGIA TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 5,000.00 TO SUPPORT KATIE BOGGIA AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. ELLIOT CARTER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT ELLIOT CARTER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OU
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: COLLEGE SCHOLARSHIPS CASH CONTRIBUTION: 8,000 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE CLASS OF ACTIVITY: TERMINAL ILLNESS CASH CONTRIBUTION: 7,500 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING & PROMOTIONS 550 FOREIGN DIVIDEND TAXES 7 TOTAL 557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR UNREALIZED GAIN/LOSS ON INVESTMENTS 7,962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBBY ATHERTON FOUNDATION PRIMARY EXEMPT PURPOSE THE ROBBY ATHERTON FOUNDATION HAS BEEN ESTABLISHED TO PROVIDE VARIOUS FORMS OF ASSISTANCE TO FAMILIES, COMMUNITIES AND ORGANIZATIONS WITHIN SOUTHEAST MICHIGAN. IN ORDER TO PROVIDE THIS ASSISTANCE, WE HOLD ANNUAL CHARITY FUNDRAISING EVENTS SUCH AS A GOLF OUTING, BOWLING EVENTS, SOFTBALL TOURNAMENTS AND OTHER FUNDRAISING EVENTS. THROUGH THE PROCEEDS OF THESE EVENTS AND VARIOUS OTHER PRIVATE AND CORPORATE DONOR CONTRIBUTIONS WE ARE ABLE TO PROVIDE THIS ASSISTANCE IN THE FORM OF COLLEGE SCHOLARSHIPS AND DONATIONS TO OTHER LOCAL CHARITABLE ORGANIZATIONS, LOCAL MEMORIAL FUNDS AND FOUNDATIONS. IN ADDITION WE ARE ACTIVELY SEEKING WAYS OF BECOMING INVOLVED IN NON-FUNDRAISING EVENTS BY PARTNERING WITH OTHER CHARITY GROUPS. EXPAMPLES OF THESE EVENTS WOULD BE FOOD BANKS, SOUP KITCHENS AND OTHER COMMUNITY SERVICE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROBBY ATHERTON FOUNDATION 2017 ACCOMPLISHMENTS SCHOLARSHIP PROGRAMS: THE ROBBY ATHERTON FOUNDATION PROVIDED FOUR INDIVIDUAL SCHOLARSHIPS AT 2,000.00 EACH TO HIGH SCHOOL STUDENTS AT UTICA EISENHOWER HIGH SCHOOL. THESE SCHOLARSHIPS WERE PROVIDED TO LOCAL STUDENT ATHLETES WHO MET THE CRITERIA AND GUIDLINES ESTABLISHED BY THE ROBBY ATHERTON FOUNDATION SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP AWARD WINNERS WERE AS FOLLOWS; EVAN ESPER - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO WESTERN MICHIGAN UNIVERSITY FINANCIAL AID OFFICE LOGAN SMITH - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE MATTHEW DONAHUE - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE MADYLEN ZWENG - UTICA EISENHOWER HIGH SCHOOL - IKE STUDENT ATHLETE AWARD 2,000.00 PAID TO UNIVERSITY OF MICHIGAN FINANCIAL AID OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROBBY ATHERTON FOUNDATION 2017 ACCOMPLISHMENTS ARE AS FOLLOWS; JOEL ZITO TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT THE JOEL ZITO FAMILY. BENEFIT TRUST FUND ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. SPECIAL DREAMS FARM: A DONATION WAS MADE IN THE AMOUNT OF 500.00 TO HELP WITH A LOCAL CHARITY THAT PROVIDES TERMINALLY ILL CHILDREN WITH SUMMER CAMPS AT A LOCAL FARM. VISION HOPE: A DONATION WAS MADE IN THE AMOUNT OF 4,046.75 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN. MACOMB SPECIAL OLYMPICS: A DONATION WAS MADE IN THE AMOUNT OF 5,000.00 TO A LOCAL CHARITY FOR CHILDREN AND YOUNG ADULTS FOR COMPETITION EVENTS. KIM CAMERON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT KIM CAMERON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR KIM CAMERON WHO WAS DIAGNOSED WITH TERMINAL CANCER AND NO LONGER ABLE TO WORK. EMBER MILLER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT EMBER MILLER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. DAN GEER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT DAN GEER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A PERMANENT DISABILTY AND NO LONGER ABLE TO WORK. CHRISTINE NUTT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 2,000.00 TO SUPPORT CHRISTINE NUTT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR CHRISTINE NUTT WHO WAS PERMANENTLY DISABLED IN A VEHICLE ACCIDENT AND NO LONGER ABLE TO WORK. MARK CHASE TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 2,000.00 TO SUPPORT MARK CHASE AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. RAYMOND WILSON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 8,000.00 TO SUPPORT RAYMOND WILSON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS AND NO LONGER ABLE TO WORK AND NO LONGER HAS HEALTH INSURANCE. MOLLY PRATT TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT MOLLY PRATT AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. CATHY RYAN TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT CATHY RYAN AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. GRAYSON MELNECHUK TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT GRAYSON MELNECHUK AND HIS FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WHO WAS BORN PREMATURE AND HAS MANY HEALTH ISSUES AND REQUIRES EXTENSIVE CARE. ANDREW THOMPSON TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO SUPPORT ANDREW THOMPSON AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. CASSIE HINES SHOES CANCER FOUNDATION: A DONATION WAS MADE IN THE AMOUNT OF 1,000.00 TO A LOCAL CHARITY THAT HELPS PROVIDE ASSISTANCE TO TERMINALLY ILL CHILDREN & YOUNG ADULTS. KATIE BOGGIA TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 5,000.00 TO SUPPORT KATIE BOGGIA AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OUTSTANDING MEDICAL EXPENSES FOR INDIVIDUAL RECIPIENT WITH A TERMINAL ILLNESS. ELLIOT CARTER TRUST FUND: A DONATION WAS MADE IN THE AMOUNT OF 7,500.00 TO SUPPORT ELLIOT CARTER AND FAMILY. BENEFIT TRUST FUND WAS ESTABLISHED TO ASSIST WITH OU
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$3.90$0.90$0.70$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.89$0.84$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.77$1.04$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.39$4.39$0.62$0.44$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.02$4.02$0.87$1.05$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.98$3.98$0.69$0.64$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.57$3.57$0.89$0.55$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.88$0.62$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.82$0.53$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.64$0.40$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.79$0.45$0.34
2013Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.00$0.35$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.63$0.95$0.79$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$0.89$0.31$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$1.13$0.25$0.88