Civic Intelligence

Ralph S Robinson Family Foundation

EIN 56-6049912 • Gastonia, NC

1351 Robinwood Road Apt A320Gastonia, NC 28054
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$6,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

180%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,789,692

Up $77,818 (+2.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$3,789,692

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Up

$294,510

Up $189,409 (+180%) from 2023

Expenses

Up

$216,692

Up $3,803 (+1.8%) from 2023

Net Income

Up

$77,818

Up $185,606 (+172%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,885,609Liabilities 2010: $955Net Assets 2010: $1,884,6542010Assets 2011: $2,782,606Liabilities 2011: $896Net Assets 2011: $2,781,7102011Assets 2012: $2,603,288Liabilities 2012: $1,066Net Assets 2012: $2,602,2222012Assets 2013: $2,609,379Liabilities 2013: $1,533Net Assets 2013: $2,607,8462013Assets 2014: $2,970,712Liabilities 2014: $1,1942014Assets 2015: $2,913,745Liabilities 2015: $0Net Assets 2015: $2,913,7452015Assets 2018: $2,871,621Liabilities 2018: $0Net Assets 2018: $2,871,6212018Assets 2019: $2,838,156Liabilities 2019: $0Net Assets 2019: $2,838,1562019Assets 2020: $2,876,898Liabilities 2020: $0Net Assets 2020: $2,876,8982020Assets 2021: $3,236,667Liabilities 2021: $0Net Assets 2021: $3,236,6672021Assets 2022: $3,819,662Liabilities 2022: $0Net Assets 2022: $3,819,6622022Assets 2023: $3,711,874Liabilities 2023: $12023Assets 2024: $3,789,692Liabilities 2024: $0Net Assets 2024: $3,789,6922024

Highlighted filing

2024

Assets$3,789,692
Liabilities$0
Net Assets$3,789,692
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $133,4892010Expenses 2011: $165,1342011Expenses 2012: $183,8112012Revenue 2013: $183,567Expenses 2013: $177,943Net Income 2013: $5,6242013Revenue 2014: $539,251Expenses 2014: $177,579Net Income 2014: $361,6722014Revenue 2015: $169,075Expenses 2015: $224,848Net Income 2015: -$55,7732015Revenue 2018: $249,196Expenses 2018: $176,652Net Income 2018: $72,5442018Revenue 2019: $175,593Expenses 2019: $209,058Net Income 2019: -$33,4652019Revenue 2020: $247,896Expenses 2020: $209,154Net Income 2020: $38,7422020Revenue 2021: $592,617Expenses 2021: $232,848Net Income 2021: $359,7692021Revenue 2022: $830,761Expenses 2022: $230,597Net Income 2022: $600,1642022Revenue 2023: $105,101Expenses 2023: $212,889Net Income 2023: -$107,7882023Revenue 2024: $294,510Expenses 2024: $216,692Net Income 2024: $77,8182024

Highlighted filing

2024

Revenue$294,510
Expenses$216,692
Net Income$77,818
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,789,692
Liabilities
$0
Net assets
$3,789,692
Revenue
$294,510
Expenses
$216,692
Net income
$77,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.79$0.29$0.22$0.08
2023Summary only. Only limited summary data is available for this year.$3.71$0.00$0.11$0.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.83$0.23$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.59$0.23$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.25$0.21$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.18$0.21$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.25$0.18$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.17$0.22$0.06
2014Summary only. Only limited summary data is available for this year.$2.97$0.00$0.54$0.18$0.36
2013Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.18$0.18$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.88$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEIGH R FINLEYTrustee-$0--
ANN R BLACKTrustee-$0--
RUSSELL M ROBINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ralph S Robinson Family Foundation
EIN
56-6049912
Phone
7048648309
Address
1351 ROBINWOOD ROAD APT A320, GASTONIA, NC 28054

Signing Officer

Name
Leigh Finley
Title
Trustee
Phone
7042813090
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1422 BURTONWOOD DRIVE STE 100, GASTONIA, NC 28054
Preparer
Paula Wendling
Phone
7048652396
Raw XML AppendixShowing 400 of 558 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/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0UNDER SECTION 53.4942(A)3(D)(2) OF THE FOUNDATION EXCISE TAX REGULATIONS, THE ORGANIZATION HAS ELECTED TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BAIRD INTERMEDIATE BOND INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1DOUBLELINE LOW DURATION BOND I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GUGGENHEIM MACRO OPPORTUNITIES INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GUGGENHEIM TOTAL RETURN BONDS INSTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MFS INTERTANIONAL GROWTH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MFS NEW DISCOVERY VALUE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8T. ROWE PRICE QM US SMALL-CAP GR EQ I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9THE MERGER FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ROBINSON MILLS, INC.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES MSCI USA MIN VOL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES 20 PLS YEAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SPDR BLOOMBERG 13 MNTH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD VALUE ETF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN R BLACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUSSELL M ROBINSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MAINTENANCE AND ENLARGEMENT OF GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RELIGIOUS PROGRAMMING AND OPERATIONAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FRIENDS OF THE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SUPPORT FOR THE CATHY MABRY CLONINGER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GRANT FOR FOREST PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13THE UNIVERSITY OF NC AT CHAPEL HILL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SCHIELE SOCIETY CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17AMICI FUNDS SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASHLEY HALL SCHOOL FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COASTAL CRISIS CHAPLAINCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRISIS ASSISTANCE MINISTRY GASTONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DANIEL STOWE BOTANICAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DREAM CENTER CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GASTON COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GASTON HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GATEWAY GASTON INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GREEN RIVER VOLUNTEER FIRE & RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10HABITAT FOR HUMANITY OF GASTON COUNTY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11HOPE UNITED SURVIVOR NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LAKE SUMMIT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14THE ROTARY FOUNDATION OF GASTON COUNTY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15THE SCHIELE MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16UNITED WAY OF GASTON COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17WOODBERRY FOREST SCHOOL
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