Civic Intelligence

Kelley Robertson Foundation

990PF • Fiscal year 2018 • EIN 62-1762964

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
1626 Chickering RoadNashville, TN 37215-4906

(615) 507-3242

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.65x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

8.75x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-59%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$499,462

Down $3,188 (-0.6%) from 2017

Net Assets

Up

$172,796

Up $16,986 (+11%) from 2017

Liabilities

Down

$326,666

Down $20,174 (-5.8%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin90th percentile

Revenue

Down

$37,312

Down $52,890 (-59%) from 2017

Expenses

Up

$20,326

Up $3,055 (+18%) from 2017

Net Income

Down

$16,986

Down $55,945 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $103,462Liabilities 2011: $02011Assets 2012: $136,672Liabilities 2012: $02012Assets 2013: $124,387Liabilities 2013: $1,000Net Assets 2013: $123,3872013Assets 2014: $115,350Liabilities 2014: $0Net Assets 2014: $115,3502014Assets 2015: $98,879Liabilities 2015: $0Net Assets 2015: $98,8792015Assets 2016: $92,731Liabilities 2016: $0Net Assets 2016: $92,7312016Assets 2017: $502,650Liabilities 2017: $346,840Net Assets 2017: $155,8102017Assets 2018: $499,462Liabilities 2018: $326,666Net Assets 2018: $172,7962018Assets 2019: $505,421Liabilities 2019: $309,979Net Assets 2019: $195,4422019Assets 2020: $503,689Liabilities 2020: $0Net Assets 2020: $503,6892020Assets 2021: $478,620Liabilities 2021: $0Net Assets 2021: $478,6202021Assets 2022: $449,424Liabilities 2022: $0Net Assets 2022: $449,4242022Assets 2023: $408,773Liabilities 2023: $0Net Assets 2023: $408,7732023Assets 2024: $373,991Liabilities 2024: $0Net Assets 2024: $373,9912024

Highlighted filing

2018

Assets$499,462
Liabilities$326,666
Net Assets$172,796
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $12,290Expenses 2011: $32,756Net Income 2011: -$20,4662011Revenue 2012: $34,459Expenses 2012: $1,250Net Income 2012: $33,2092012Revenue 2013: $39Expenses 2013: $13,323Net Income 2013: -$13,2842013Revenue 2014: $1,704Expenses 2014: $9,741Net Income 2014: -$8,0372014Revenue 2015: $8,021Expenses 2015: $24,492Net Income 2015: -$16,4712015Revenue 2016: $11,333Expenses 2016: $17,481Net Income 2016: -$6,1482016Revenue 2017: $90,202Expenses 2017: $17,271Net Income 2017: $72,9312017Revenue 2018: $37,312Expenses 2018: $20,326Net Income 2018: $16,9862018Revenue 2019: $38,030Expenses 2019: $15,384Net Income 2019: $22,6462019Revenue 2020: $326,816Expenses 2020: $18,569Net Income 2020: $308,2472020Revenue 2021: $8,215Expenses 2021: $33,284Net Income 2021: -$25,0692021Revenue 2022: $5,034Expenses 2022: $34,230Net Income 2022: -$29,1962022Revenue 2023: $6,117Expenses 2023: $46,768Net Income 2023: -$40,6512023Revenue 2024: $3,944Expenses 2024: $38,226Net Income 2024: -$34,2822024

Highlighted filing

2018

Revenue$37,312
Expenses$20,326
Net Income$16,986
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAYNE ANDREWSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kelley Robertson Foundation
EIN
62-1762964
Phone
6155073242
Address
1626 CHICKERING ROAD, NASHVILLE, TN 37215-4906

Signing Officer

Name
Jayne Andrews
Title
Trustee
Phone
6155073242
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Rodger B Byrd CPA
Phone
6153733771
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WESTMINSTER PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHEEKWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FAMILY & CHILDREN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SADDLE UP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ROCHELLE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7AMERICAN SCANDINAVIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PLANT THE SEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 12464
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13900 WEST END AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2639 LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31200 FORREST PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41704 HEIMAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51549 OLD HILLSBORO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61020 SOUTHSIDE COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt758 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8710 PORTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087195
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd837206
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015600
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/AppliedToYear1Amt015600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023715
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt02045
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt02045
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015600
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05705
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt02045
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021305
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0376734
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0599
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt12305
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNE ANDREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06155073242
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLEY ROBERTSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0621762964
ReturnHeader/Filer/PhoneNum06155073242
ReturnHeader/Filer/USAddress/AddressLine1Txt01626 CHICKERING ROAD
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0372154906
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06865D9B00E23A994D8B728C97FA93DEE7C243F3F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD3165E26E54A54CE7306ADFF338C5F9C4DC3D7B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.147.121
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:29:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WARD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODGER B BYRD CPA
ReturnHeader/ReturnTs02019-05-15T08:29:27-05:00
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
$499,462
Liabilities
$326,666
Net assets
$172,796
Revenue
$37,312
Expenses
$20,326
Net income
$16,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.04$0.38$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.06$0.47$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.05$0.34$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.08$0.33$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$3.27$0.19$3.08
2019Detailed filing. Detailed filing data is available for this year.$5.05$3.10$1.95$0.38$0.15$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.99$3.27$1.73$0.37$0.20$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.03$3.47$1.56$0.90$0.17$0.73
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.11$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.24$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.00$0.13$0.13
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$0.34$0.01$0.33
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.12$0.33$0.20