Civic Intelligence

The Robertson Powell Foundation

990PF • Fiscal year 2018 • EIN 47-3667392

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.1%

Faster asset growth than 59% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,661,329

Up $49,404 (+3.1%) from 2017

Net Assets

Up

$1,661,329

Up $49,404 (+3.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin79th percentile

Revenue

Up

$189,452

Up $58,622 (+45%) from 2017

Expenses

Down

$140,048

Down $108,520 (-44%) from 2017

Net Income

Up

$49,404

Up $167,142 (+142%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$1,661,329
Liabilities$0
Net Assets$1,661,329
Open 2018 Filing

Operations Trend

Revenue Growth85th 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

2018

Revenue$189,452
Expenses$140,048
Net Income$49,404
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew KW PowellDir, Treas-$0--
Diane V PowellPres, Dir, Sec-$0--
Evan WA PowellDir, VP-$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 V Powell
Title
president
Phone
8008391754
Signed
2019-11-04
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 Appendix375 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/PersonNm2Evan WA Powell
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0125369
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125369
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125369
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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 KW Powell
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Diane V Powell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0WIN Senegal Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0POPULATION SERVICES INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01120 19TH ST NW STE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt080920
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0144533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0214498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0144533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015387
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125369
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044449
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0214498
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0170049
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Powell Andrew KW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01438 Green St Unit 8C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Franscisco
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094109
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt082830
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020371
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt117834
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt219625
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CULLEN HIGH DIVIDEND EQ FD I CHDVX, 1083.577 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1AAM/BAHL & GAYNOR INCOME GROWTH CL I AFNIX, 1013.882 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2EVENTIDE GILEAD FUND INSTITUTIONAL CLAS ETILX, 574 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-10-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-10-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22018-12-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011138
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013579
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2018
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE V POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
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/AtSubmissionCreationDeviceId08776116A3220F8F92B6869340FF540F084420A8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C5E5A4654C1C37B4810F575F1A1D05F0CA21AED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520193165000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-12
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/ReturnTs02019-11-12T14:34:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,661,329
Liabilities
$0
Net assets
$1,661,329
Revenue
$189,452
Expenses
$140,048
Net income
$49,404
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