Civic Intelligence

Robertson Family Fund Inc

EIN 46-2509918 • West Palm Beach, FL

580 Village Blvd 110West Palm Beach, FL 33409
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$36,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.7%

Faster asset growth than 43% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

28%

Faster revenue growth than 70% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,079,996

Up $135,688 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,079,996

Up $135,688 (+1.7%) from 2023

Revenue

Up

$716,316

Up $155,394 (+28%) from 2023

Expenses

Down

$580,628

Down $8,106 (-1.4%) from 2023

Net Income

Up

$135,688

Up $163,500 (+588%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $9,054,713Liabilities 2014: $0Net Assets 2014: $9,054,7132014Assets 2015: $8,678,821Liabilities 2015: $0Net Assets 2015: $8,678,8212015Assets 2016: $8,778,575Liabilities 2016: $0Net Assets 2016: $8,778,5752016Assets 2017: $9,256,753Liabilities 2017: $0Net Assets 2017: $9,256,7532017Assets 2018: $8,820,764Liabilities 2018: $229,650Net Assets 2018: $8,591,1142018Assets 2019: $9,408,916Liabilities 2019: $0Net Assets 2019: $9,408,9162019Assets 2020: $9,030,735Liabilities 2020: $0Net Assets 2020: $9,030,7352020Assets 2021: $8,531,609Liabilities 2021: $0Net Assets 2021: $8,531,6092021Assets 2022: $7,972,120Liabilities 2022: $0Net Assets 2022: $7,972,1202022Assets 2023: $7,944,308Liabilities 2023: $0Net Assets 2023: $7,944,3082023Assets 2024: $8,079,996Liabilities 2024: $0Net Assets 2024: $8,079,9962024

Highlighted filing

2024

Assets$8,079,996
Liabilities$0
Net Assets$8,079,996

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $269,082Expenses 2014: $110,666Net Income 2014: $158,4162014Revenue 2015: $2,283,040Expenses 2015: $262,403Net Income 2015: $2,020,6372015Revenue 2016: $163,553Expenses 2016: $508,927Net Income 2016: -$345,3742016Revenue 2017: $314,079Expenses 2017: $473,415Net Income 2017: -$159,3362017Revenue 2018: $447,448Expenses 2018: $467,032Net Income 2018: -$19,5842018Revenue 2019: $484,032Expenses 2019: $484,856Net Income 2019: -$8242019Revenue 2020: $1,364,666Expenses 2020: $672,120Net Income 2020: $692,5462020Revenue 2021: $270,228Expenses 2021: $647,699Net Income 2021: -$377,4712021Revenue 2022: -$76,894Expenses 2022: $482,595Net Income 2022: -$559,4892022Revenue 2023: $560,922Expenses 2023: $588,734Net Income 2023: -$27,8122023Revenue 2024: $716,316Expenses 2024: $580,628Net Income 2024: $135,6882024

Highlighted filing

2024

Revenue$716,316
Expenses$580,628
Net Income$135,688

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$0.72$0.58$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$0.00$7.94$0.56$0.59$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.08$0.48$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.27$0.65$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.03$1.36$0.67$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.00$9.41$0.48$0.48$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.23$8.59$0.45$0.47$0.02
2017Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$0.31$0.47$0.16
2016Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.16$0.51$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$2.28$0.26$2.02
2014Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.27$0.11$0.16
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 14, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William S RobertsonPresident-$36,000-$36,000
Geoffrey S RobertsonTreasurer-$30,000-$30,000
Julia M RobertsonSecretary-$24,000-$24,000
Filing and Contact Details

Filer

Filer Name
Robertson Family Fund Inc
EIN
46-2509918
Phone
5618919166
Address
580 Village Blvd 110, West Palm Beach, FL 33409

Signing Officer

Name
William S Robertson
Title
President
Phone
5618919166
Signed
2023-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Divine Blalock Martin & Sellari LLC
Address
580 VILLAGE BLVD SUITE 110, WEST PALM BEACH, FL 33409
Preparer
Tom Keys CPA
Phone
5616861110
Raw XML AppendixShowing 400 of 553 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03848
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Janney - Fixed Income Mutual Funds
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Janney Montgomery Scott Equities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Janney - Equity Mutual Funds
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01230
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Janney - CGD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William S Robertson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julia M Robertson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Geoffrey S Robertson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0580 Village Blvd Suite 110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11421 Josephine Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2333 Upper Hollow Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0West Palm Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Berkeley
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