Civic Intelligence

The Robertson Powell Foundation

990PF • Fiscal year 2016 • EIN 47-3667392

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

485%

Faster asset growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

368%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,729,663

Up $1,434,130 (+485%) from 2015

Net Assets

$1,729,663

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$1,471,440

Up $1,156,721 (+368%) from 2015

Expenses

Up

$37,310

Up $18,124 (+94%) from 2015

Net Income

Up

$1,434,130

Up $1,138,597 (+385%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $295,533Liabilities 2015: $02015Assets 2016: $1,729,663Liabilities 2016: $0Net Assets 2016: $1,729,6632016Assets 2017: $1,611,925Liabilities 2017: $0Net Assets 2017: $1,611,9252017Assets 2018: $1,661,329Liabilities 2018: $0Net Assets 2018: $1,661,3292018Assets 2019: $1,758,763Liabilities 2019: $0Net Assets 2019: $1,758,7632019Assets 2020: $2,093,331Liabilities 2020: $0Net Assets 2020: $2,093,3312020Assets 2021: $2,174,054Liabilities 2021: $0Net Assets 2021: $2,174,0542021Assets 2022: $2,167,868Liabilities 2022: $0Net Assets 2022: $2,167,8682022Assets 2023: $2,085,202Liabilities 2023: $0Net Assets 2023: $2,085,2022023Assets 2024: $2,338,456Liabilities 2024: $0Net Assets 2024: $2,338,4562024

Highlighted filing

2016

Assets$1,729,663
Liabilities$0
Net Assets$1,729,663
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $314,719Expenses 2015: $19,186Net Income 2015: $295,5332015Revenue 2016: $1,471,440Expenses 2016: $37,310Net Income 2016: $1,434,1302016Revenue 2017: $130,830Expenses 2017: $248,568Net Income 2017: -$117,7382017Revenue 2018: $189,452Expenses 2018: $140,048Net Income 2018: $49,4042018Revenue 2019: $171,796Expenses 2019: $74,362Net Income 2019: $97,4342019Revenue 2020: $367,873Expenses 2020: $33,305Net Income 2020: $334,5682020Revenue 2021: $313,168Expenses 2021: $232,445Net Income 2021: $80,7232021Revenue 2022: $152,589Expenses 2022: $158,775Net Income 2022: -$6,1862022Revenue 2023: $116,950Expenses 2023: $199,616Net Income 2023: -$82,6662023Revenue 2024: $344,919Expenses 2024: $91,665Net Income 2024: $253,2542024

Highlighted filing

2016

Revenue$1,471,440
Expenses$37,310
Net Income$1,434,130
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew K W PowellDirector / Treas-$0--
Diane V PowellPres / Director / Sec-$0--
Evan W A PowellVP / Director-$0--
Filing and Contact Details

Filer

Filer Name
The Robertson Powell Foundation
EIN
47-3667392
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Diane Powell
Title
president
Phone
8008391754
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix359 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/PersonNm0Andrew K W Powell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Diane V Powell
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANDREW K W POWELL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Diane V Powell
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022616
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025516
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015387
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032745
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010129
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025516
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Powell Andrew KW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01870 Jackson Street Apt 604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Franscisco
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094109
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01454657
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09885
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt175204
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt259696
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt378047
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt497962
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt595801
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6100694
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt796193
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt820124
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt916051
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0EXELIXIS, INC. EXEL, 600 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1ISHARE SP SMALL CAP 600 INDEX FD IJR, 541 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2ISHARES TRUST RUSSELL 1000 VALUE INDEX IWD, 526 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3POPLAR FOREST PARTNERS FUND INST CLASS IPFPX, 1510.78 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4AAM/BAHL & GAYNOR INCOME GROWTH CL I AFNIX, 6927.999 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5AMERICAN BEACON THE LONDON CO INC EQ Y ABCYX, 6361.297 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6KINETICS PARADIGM FUND WWNPX, 2713.404 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7CULLEN HIGH DIVIDEND EQ FD I CHDVX, 5521.98 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8MARKET VECTORS - GOLD MINERS ETF GDX, 985 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9MEDIVATION, INC MDVN, 200 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42016-11-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52016-11-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62016-11-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72016-11-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82016-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92016-08-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04709
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04709
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03538
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03538
TaxesSchedule/TaxesDetail/Amt0877
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Robertson Powell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0473667392
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A03CA8425FE017993163D7917FD3F5FFAC126974
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520171605000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-06-09T13:26:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,729,663
Liabilities
$0
Net assets
$1,729,663
Revenue
$1,471,440
Expenses
$37,310
Net income
$1,434,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.34$0.09$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.12$0.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.15$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.31$0.23$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.37$0.03$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.17$0.07$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.19$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.47$0.04$1.43
2015Summary only. Only limited summary data is available for this year.$0.30$0.00$0.31$0.02$0.30