Civic Intelligence

The Robertson Association Inc

EIN 55-0583510 • 501(c)3 • Farmville, VA

Profile

The robertson association (tra) is an all volunteer organization dedicated to caver fellowship and to cave research, conservation, and education through caver related activities and grants awarded to cave related organizations.

124 Deer Path LaneFarmville, VA 23901
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$607,514

Up $100,879 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$607,514

Up $100,879 (+20%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin74th percentile

Revenue

Up

$143,366

Up $19,014 (+15%) from 2023

Expenses

Up

$113,705

Up $10,037 (+9.7%) from 2023

Net Income

Up

$29,661

Up $8,977 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$800K$600K$400K$200K$0Assets 2011: $291,179Liabilities 2011: $02011Assets 2012: $294,755Liabilities 2012: $02012Assets 2013: $285,400Liabilities 2013: $02013Assets 2014: $435,988Liabilities 2014: $02014Assets 2015: $464,734Liabilities 2015: $02015Assets 2016: $471,949Liabilities 2016: $02016Assets 2017: $485,957Liabilities 2017: $02017Assets 2018: $452,838Liabilities 2018: $02018Assets 2019: $477,658Liabilities 2019: $02019Assets 2020: $512,875Liabilities 2020: $0Net Assets 2020: $512,8752020Assets 2021: $531,468Liabilities 2021: $0Net Assets 2021: $531,4682021Assets 2022: $502,291Liabilities 2022: $0Net Assets 2022: $502,2912022Assets 2023: $506,635Liabilities 2023: $0Net Assets 2023: $506,6352023Assets 2025: $607,514Liabilities 2025: $0Net Assets 2025: $607,5142025

Highlighted filing

2025

Assets$607,514
Liabilities$0
Net Assets$607,514
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$200K$100K$0-$100KRevenue 2011: $49,342Expenses 2011: $73,823Net Income 2011: -$24,4812011Revenue 2012: $51,867Expenses 2012: $48,291Net Income 2012: $3,5762012Revenue 2013: $78,867Expenses 2013: $84,296Net Income 2013: -$5,4292013Revenue 2014: $106,298Expenses 2014: $80,622Net Income 2014: $25,6762014Revenue 2015: $120,006Expenses 2015: $91,260Net Income 2015: $28,7462015Revenue 2016: $109,670Expenses 2016: $95,366Net Income 2016: $14,3042016Revenue 2017: $128,235Expenses 2017: $114,227Net Income 2017: $14,0082017Revenue 2018: $92,280Expenses 2018: $125,399Net Income 2018: -$33,1192018Revenue 2019: $110,940Expenses 2019: $86,120Net Income 2019: $24,8202019Revenue 2020: $177,584Expenses 2020: $120,994Net Income 2020: $56,5902020Revenue 2021: $21,834Expenses 2021: $59,484Net Income 2021: -$37,6502021Revenue 2022: $39,553Expenses 2022: $72,200Net Income 2022: -$32,6472022Revenue 2023: $124,352Expenses 2023: $103,668Net Income 2023: $20,6842023Revenue 2025: $143,366Expenses 2025: $113,705Net Income 2025: $29,6612025

Highlighted filing

2025

Revenue$143,366
Expenses$113,705
Net Income$29,661
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$607,514
Liabilities
$0
Net assets
$607,514
Revenue
$143,366
Expenses
$113,705
Net income
$29,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$1.43$1.14$0.30
2023Summary only. Only limited summary data is available for this year.$5.07$0.00$5.07$1.24$1.04$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.40$0.72$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.22$0.59$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$1.78$1.21$0.57
2019Summary only. Only limited summary data is available for this year.$4.78$0.00$1.11$0.86$0.25
2018Summary only. Only limited summary data is available for this year.$4.53$0.00$0.92$1.25$0.33
2017Summary only. Only limited summary data is available for this year.$4.86$0.00$1.28$1.14$0.14
2016Summary only. Only limited summary data is available for this year.$4.72$0.00$1.10$0.95$0.14
2015Summary only. Only limited summary data is available for this year.$4.65$0.00$1.20$0.91$0.29
2014Summary only. Only limited summary data is available for this year.$4.36$0.00$1.06$0.81$0.26
2013Summary only. Only limited summary data is available for this year.$2.85$0.00$0.79$0.84$0.05
2012Summary only. Only limited summary data is available for this year.$2.95$0.00$0.52$0.48$0.04
2011Summary only. Only limited summary data is available for this year.$2.91$0.00$0.49$0.74$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Gross Receipts
$143,366
Mission and Program Overview

Mission

The Robertson Association TRA is an all volunteer organization dedicated to caver fellowship and to cave research conservation and education through caver related activities and awarding grants to cave related organizations.

The robertson association tra is an all volunteer organization dedicated to caver fellowship and to cave research conservation and education through caver related activities and grants awarded to cave related organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$478,818$516,286▲ $37,468
Investments in Publicly Traded Securities$260,835$270,841▲ $10,006
Cash and Non-Interest-Bearing Accounts$80,437$230,832▲ $150,395
Land, Buildings, and Equipment, Net$93,669$91,228▼ $2,441
Pd in Cap Srpls Land Bldg Eqp Fund$93,669$91,228▼ $2,441
Savings and Temporary Cash Investments$137,546$14,613▼ $122,933
Total Assets$572,487$607,514▲ $35,027
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$572,487$607,514▲ $35,027
Total Liabilities and Net Assets / Fund Balance$572,487$607,514▲ $35,027

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,228$43,989$95,217
Land$40,000-$40,000
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Tim BrownPresident
Bill BradwellTrustee
Bud ShawTrustee
Charlie WilliamsTrustee
Chris Kramer-harnageTrustee
David AkersTrustee
David ShackelfordTrustee
Jim ForsytheTrustee
Kelley DeemTrustee
Mike OatneyTrustee
Norma Dee PeacockTrustee
Rich GeislerTrustee
Sarah MosbergTrustee
Sharon Brinkman-windleTrustee
Stephen OwensTrustee
Tom WilliamsTrustee
John VitelaAvp
Scott BakerMempership Secretary
Ben MirabileOvp
Lor WindleRecording Secretary
Pat CuttierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,446
Program Service Revenue
$86,795
Investment Income
$10,233
Other Revenue
$2,892
All Other Contributions
$43,306
Change in Net Assets
$29,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,705
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$65,787--$65,787
Occupancy$30,815--$30,815
Insurance$4,092$1,023-$5,115
Office Expenses-$3,589-$3,589
Grants to Domestic Individuals$3,000--$3,000
Depreciation Depletion$2,441--$2,441
Other Expenses$1,056$264-$1,320
Information Technology$712$176-$888
Total Functional Expenses$108,653$5,052$0$113,705
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 1A

“NONE”

Part VI Line 2

“Lor windle, family relationship, sharon brinkman-windle”

Part VI Line 6

“Members in attendence at otr can elect 4 of the organization's”

Part VI Line 6

“Trustees. One class of membership.”

Part VI Line 7A

“Members in attendance at otr elect 4 of the organizations trustees.”

Part VI Line 8A

“The recording secretary prepares minutes of board meetings and”

Part VI Line 8A

“DISTRIBUTES TO TRUSTEES.”

Part VI Line 11B

“Prepared and reviewed by the tra treasurer”

Part VI Line 19

“No documents available to the public, all documents available to membership”

Part VI Line 19

“By request. All board meetings are open to membership.”

Filing and Contact Details

Filer

Filer Name
The Robertson Association Inc
EIN
55-0583510
In Care Of
% BENJAMIN H JOHNSON
Phone
4344801491
Address
124 DEER PATH LANE, FARMVILLE, VA 23901

Signing Officer

Name
Benjamin H Johnson
Title
Treasurer
Phone
4344801491
Signed
2026-02-13

Organization Details

Principal Officer
Benjamin H Johnson
Formed
1978
Legal Domicile
Wv
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
30
Raw XML AppendixShowing 400 of 497 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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IRS990/MissionDesc0THE ROBERTSON ASSOCIATION (TRA) IS AN ALL VOLUNTEER ORGANIZATION DEDICATED TO CAVER FELLOWSHIP AND TO CAVE RESEARCH, CONSERVATION, AND EDUCATION THROUGH CAVER RELATED ACTIVITIES AND GRANTS AWARDED TO CAVE RELATED ORGANIZATIONS.
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