Civic Intelligence

Carol Lee and Kenneth N Robertson

EIN 31-1786628 • Houston, TX

5555 SAN FELIPE Suite 200Houston, TX 77056
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Flat

$83

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$83

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800$600$400$200$0Assets 2011: $743Liabilities 2011: $0Net Assets 2011: $7432011Assets 2012: $89Liabilities 2012: $0Net Assets 2012: $892012Assets 2013: $88Liabilities 2013: $0Net Assets 2013: $882013Assets 2014: $87Liabilities 2014: $0Net Assets 2014: $872014Assets 2015: $86Liabilities 2015: $0Net Assets 2015: $862015Assets 2016: $85Liabilities 2016: $0Net Assets 2016: $852016Assets 2017: $85Liabilities 2017: $0Net Assets 2017: $852017Assets 2018: $84Liabilities 2018: $0Net Assets 2018: $842018Assets 2019: $83Liabilities 2019: $0Net Assets 2019: $832019Assets 2020: $83Liabilities 2020: $0Net Assets 2020: $832020Assets 2021: $83Liabilities 2021: $0Net Assets 2021: $832021Assets 2022: $83Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $83Liabilities 2023: $0Net Assets 2023: $832023Assets 2024: $83Liabilities 2024: $0Net Assets 2024: $832024

Highlighted filing

2024

Assets$83
Liabilities$0
Net Assets$83
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0K$500$0-$500Expenses 2011: $7582011Expenses 2012: $6542012Expenses 2013: $6512013Revenue 2014: $650Expenses 2014: $651Net Income 2014: -$12014Revenue 2015: $0Expenses 2015: $1Net Income 2015: -$12015Revenue 2016: $750Expenses 2016: $751Net Income 2016: -$12016Revenue 2017: $750Expenses 2017: $750Net Income 2017: $02017Revenue 2018: $804Expenses 2018: $805Net Income 2018: -$12018Revenue 2019: $0Expenses 2019: $1Net Income 2019: -$12019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83
Liabilities
$0
Net assets
$83
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2023Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2022Detailed filing. Detailed filing data is available for this year.$83$0$0$0$0$0
2021Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2020Detailed filing. Detailed filing data is available for this year.$83$0$83$0$0$0
2019Detailed filing. Detailed filing data is available for this year.$83$0$83$0$1$1
2018Detailed filing. Detailed filing data is available for this year.$84$0$84$804$805$1
2017Detailed filing. Detailed filing data is available for this year.$85$0$85$750$750$0
2016Detailed filing. Detailed filing data is available for this year.$85$0$85$750$751$1
2015Detailed filing. Detailed filing data is available for this year.$86$0$86$0$1$1
2014Detailed filing. Detailed filing data is available for this year.$87$0$87$650$651$1
2013Detailed filing. Detailed filing data is available for this year.$88$0$88$651
2012Detailed filing. Detailed filing data is available for this year.$89$0$89$654
2011Detailed filing. Detailed filing data is available for this year.$743$0$743$758
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL LEE ROBERTSONPresident & Treasurer-$0--
LESLIE ANN ROBERTSON KOTTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carol Lee and Kenneth N Robertson
EIN
31-1786628
In Care Of
% MERCER ADVISORS
Phone
7134658220
Address
5555 SAN FELIPE Suite 200, Houston, TX 77056

Signing Officer

Name
Carol Lee Robertson
Title
President
Phone
7134658220
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Michelle L Melnar
Phone
7139601706
Raw XML Appendix178 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LEE ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Melnar
ReturnHeader/ReturnTs02025-02-03T10:44:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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