Civic Intelligence

Robertson Family Foundation

EIN 43-6079730 • Platte City, MO

16605 NW 126th StreetPlatte City, MO 64079-7221
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-26%

Higher net margin than 23% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

51st percentile

-1.5%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

-0.9%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$97,819

Up $1,478 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$97,819

Up $1,478 (+1.5%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin23rd percentile

Revenue

Down

$4,476

Down $1,318 (-23%) from 2023

Expenses

Down

$2,998

Down $4,278 (-59%) from 2023

Net Income

Up

$1,478

Up $2,960 (+200%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$200K$150K$100K$50K$0Assets 2011: $168,258Liabilities 2011: $02011Assets 2012: $134,637Liabilities 2012: $02012Assets 2013: $128,638Liabilities 2013: $02013Assets 2014: $122,378Liabilities 2014: $0Net Assets 2014: $122,3782014Assets 2015: $116,689Liabilities 2015: $0Net Assets 2015: $116,6892015Assets 2016: $113,491Liabilities 2016: $0Net Assets 2016: $113,4912016Assets 2017: $112,829Liabilities 2017: $0Net Assets 2017: $112,8292017Assets 2018: $109,193Liabilities 2018: $0Net Assets 2018: $109,1932018Assets 2019: $106,114Liabilities 2019: $0Net Assets 2019: $106,1142019Assets 2020: $100,109Liabilities 2020: $0Net Assets 2020: $100,1092020Assets 2021: $99,384Liabilities 2021: $0Net Assets 2021: $99,3842021Assets 2022: $97,823Liabilities 2022: $0Net Assets 2022: $97,8232022Assets 2023: $96,341Liabilities 2023: $0Net Assets 2023: $96,3412023Assets 2024: $97,819Liabilities 2024: $0Net Assets 2024: $97,8192024

Highlighted filing

2024

Assets$97,819
Liabilities$0
Net Assets$97,819
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $2,675Expenses 2011: $7,760Net Income 2011: -$5,0852011Revenue 2012: $1,968Expenses 2012: $7,656Net Income 2012: -$5,6882012Revenue 2013: $1,585Expenses 2013: $7,584Net Income 2013: -$5,9992013Revenue 2014: $1,440Expenses 2014: $7,700Net Income 2014: -$6,2602014Revenue 2015: $1,084Expenses 2015: $6,773Net Income 2015: -$5,6892015Revenue 2016: $3,365Expenses 2016: $6,563Net Income 2016: -$3,1982016Revenue 2017: $6,315Expenses 2017: $6,977Net Income 2017: -$6622017Revenue 2018: $2,845Expenses 2018: $6,481Net Income 2018: -$3,6362018Revenue 2019: $3,066Expenses 2019: $6,145Net Income 2019: -$3,0792019Revenue 2020: $5,496Expenses 2020: $11,501Net Income 2020: -$6,0052020Revenue 2021: $6,934Expenses 2021: $7,659Net Income 2021: -$7252021Revenue 2022: $5,844Expenses 2022: $7,405Net Income 2022: -$1,5612022Revenue 2023: $5,794Expenses 2023: $7,276Net Income 2023: -$1,4822023Revenue 2024: $4,476Expenses 2024: $2,998Net Income 2024: $1,4782024

Highlighted filing

2024

Revenue$4,476
Expenses$2,998
Net Income$1,478
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$97,819
Liabilities
$0
Net assets
$97,819
Revenue
$4,476
Expenses
$2,998
Net income
$1,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.01$0.08$0.06
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.02$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.02$0.08$0.06
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$0.03$0.08$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MICHAEL ROBERTSONPresident-$0--
CORBY ROBERTSONDirector-$0--
MARGARET A GRAHAMSecretary/Director-$0--
MATTHEW JOSEPH ROBERTSONTreasure/Director-$0--
TIMOTHY ROBERTSONVice President-$0--
Filing and Contact Details

Filer

Filer Name
Robertson Family Foundation
EIN
43-6079730
Phone
5732686209
Address
16605 NW 126TH STREET, PLATTE CITY, MO 64079-7221

Signing Officer

Name
James Michael Roberston
Title
President
Phone
5732686209
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Midwest Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Raw XML Appendix318 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES MICHAEL ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CORBY ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGARET A GRAHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MATTHEW JOSEPH ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TIMOTHY ROBERTSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURE/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0820
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0820
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES MICHAEL ROBERTSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016605 NW 126 ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLATTE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd064079
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05732686209
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0820
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05159
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0820
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05159
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01406
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MICHAEL ROBERSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05732686209
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0436079730
ReturnHeader/Filer/PhoneNum05732686209
ReturnHeader/Filer/USAddress/AddressLine1Txt016605 NW 126TH STREET
ReturnHeader/Filer/USAddress/CityNm0PLATTE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0640797221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MIDWEST INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02025-05-08T14:46:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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