Civic Intelligence

E O Robinson Mountain Fund

990PF • Fiscal year 2020 • EIN 61-0449642

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 01, 2020

Organization Profile
PO Box 54930Lexington, KY 40555-4930

(859) 269-2624

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

11105%

Higher net margin than 100% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

11th percentile

-5.9%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$15,467,540

Down $973,686 (-5.9%) from 2019

Net Assets

Down

$15,285,840

Down $1,447,186 (-8.6%) from 2019

Liabilities

Flat

$181,700

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,638

Down $802,357 (-101%) from 2019

Expenses

Up

$950,602

Up $537,075 (+130%) from 2019

Net Income

Down

-$959,240

Down $1,339,432 (-352%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,657,560Liabilities 2011: $18,3772011Assets 2012: $13,227,386Liabilities 2012: $02012Assets 2013: $13,206,299Liabilities 2013: $50,5002013Assets 2014: $13,335,691Liabilities 2014: $157,0002014Assets 2015: $15,093,727Liabilities 2015: $183,2002015Assets 2019: $16,441,226Liabilities 2019: $181,700Net Assets 2019: $16,733,0262019Assets 2020: $15,467,540Liabilities 2020: $181,700Net Assets 2020: $15,285,8402020Assets 2021: $17,876,477Liabilities 2021: $192,409Net Assets 2021: $17,684,0682021Assets 2022: $18,822,069Liabilities 2022: $172,700Net Assets 2022: $18,649,3692022Assets 2023: $18,765,770Liabilities 2023: $172,700Net Assets 2023: $18,593,0702023Assets 2024: $19,035,824Liabilities 2024: $184,450Net Assets 2024: $18,851,3742024Assets 2025: $19,820,416Liabilities 2025: $183,624Net Assets 2025: $19,636,7922025

Highlighted filing

2020

Assets$15,467,540
Liabilities$181,700
Net Assets$15,285,840
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $970,553Expenses 2011: $794,504Net Income 2011: $176,0492011Revenue 2012: $410,121Expenses 2012: $821,569Net Income 2012: -$411,4482012Revenue 2013: $706,288Expenses 2013: $777,875Net Income 2013: -$71,5872013Revenue 2014: $1,452,176Expenses 2014: $989,765Net Income 2014: $462,4112014Revenue 2015: $1,916,834Expenses 2015: $990,959Net Income 2015: $925,8752015Revenue 2019: $793,719Expenses 2019: $413,527Net Income 2019: $380,1922019Revenue 2020: -$8,638Expenses 2020: $950,602Net Income 2020: -$959,2402020Revenue 2021: $3,592,124Expenses 2021: $1,193,896Net Income 2021: $2,398,2282021Revenue 2022: $2,080,394Expenses 2022: $1,115,093Net Income 2022: $965,3012022Revenue 2023: $702,621Expenses 2023: $758,920Net Income 2023: -$56,2992023Revenue 2024: $1,105,142Expenses 2024: $846,838Net Income 2024: $258,3042024Revenue 2025: $1,723,473Expenses 2025: $938,055Net Income 2025: $785,4182025

Highlighted filing

2020

Revenue-$8,638
Expenses$950,602
Net Income-$959,240
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 1, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUANITA STOLLINGSSecretary/TrPT$0--
PAUL R THORNSBERRYChairman-$0--
J HAGAN CODELLVice Chairma-$0--
SUSAN DUFFTrustee-$0--
SARA COMBSTrustee-$0--
HAROLD H MULLISTrustee-$0--
RONALD M JOHNSONTrustee-$0--
REBECCA C WEBSTERTrustee-$0--
JERRY WAYNE SLONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eo Robinson Mountain Fund
EIN
61-0449642
Phone
8592692624
Address
PO BOX 54930, LEXINGTON, KY 40555-4930

Signing Officer

Name
Juanita Stollings
Title
Secretary/treasurer
Phone
8593968195
Signed
2020-12-01

Preparer

Firm
Oberlander Financial Services Pllc
Address
997 GOVERNORS LANE STE 150, LEXINGTON, KY 40513
Preparer
Bradley P Oberlander CPA
Phone
8595523342
Raw XML AppendixShowing 400 of 421 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/USAddress/CityNm3LEXINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8LEXINGTON
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0734263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0909147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0824143
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0793500
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053651
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256073
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0766155
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0766155
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0JUANITA STOLLINGS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 54930
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LEXINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0405554930
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08592692624
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS ARE INITIATED BY A FORMAL APPLICATION FORM; A COPY OF TAX EXEMPT STATUS UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE IS REQUIRED; COST AND PROJECT DETAILS MUST BE PROVIDED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JUANITA STOLLINGS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08592692624
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 54930
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LEXINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd040555
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS ARE RESTRICTED TO THE BENEFIT OF RESIDENTS OF 30 COUNTIES IN EASTERN KENTUCKY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 1 AND SEPTEMBER 1.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0498950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 54930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEXINGTON
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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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0904904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0138749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0118069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01557
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0138749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041447
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0766155
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041447
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0180196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01527453
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1138248
LandEtcSchedule2/LandEtcGrp/BookValueAmt0788485
LandEtcSchedule2/LandEtcGrp/BookValueAmt120056
LandEtcSchedule2/LandEtcGrp/BookValueAmt2127393
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDINGS AND IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2LAND AND LAND IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02315938
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1158304
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2127393
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0788485
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt120056
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2127393
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014446
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT NET FMV CHANGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt023671
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt126382
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2760
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt317262
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1597
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21557
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37041
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023671
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128882
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31557
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt47041
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt517262
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01585
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1284
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GAS ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01585
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1284
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01585
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt068787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt068787
TaxesSchedule/TaxesDetail/Amt011386
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUANITA STOLLINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08593968195
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EO ROBINSON MOUNTAIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0EORO
ReturnHeader/Filer/EIN0610449642
ReturnHeader/Filer/PhoneNum08592692624
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 54930
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0405554930
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F1C53A3A02A502584FD5A7DC13AF2FE91CAFB10E

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,467,540
Liabilities
$181,700
Net assets
$15,285,840
Revenue
-$8,638
Expenses
$950,602
Net income
-$959,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.8$0.18$19.6$1.72$0.94$0.79
2024Detailed filing. Detailed filing data is available for this year.$19.0$0.18$18.9$1.11$0.85$0.26
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.17$18.6$0.70$0.76$0.06
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.17$18.6$2.08$1.12$0.97
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.19$17.7$3.59$1.19$2.40
2020Detailed filing. Detailed filing data is available for this year.$15.5$0.18$15.3$0.01$0.95$0.96
2019Detailed filing. Detailed filing data is available for this year.$16.4$0.18$16.7$0.79$0.41$0.38
2015Summary only. Only limited summary data is available for this year.$15.1$0.18$1.92$0.99$0.93
2014Summary only. Only limited summary data is available for this year.$13.3$0.16$1.45$0.99$0.46
2013Summary only. Only limited summary data is available for this year.$13.2$0.05$0.71$0.78$0.07
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$0.41$0.82$0.41
2011Summary only. Only limited summary data is available for this year.$13.7$0.02$0.97$0.79$0.18