Civic Intelligence

James T and Valeria B Robertson Foundation

EIN 64-6214992 • Wilmington, DE

Pub. 78 Eligible
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
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

27%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Up

$2,778,493

Up $88,569 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,778,493

Up $88,569 (+3.3%) from 2023

Revenue

Up

$328,797

Up $469,336 (+334%) from 2023

Expenses

Down

$240,228

Down $146,699 (-38%) from 2023

Net Income

Up

$88,569

Up $616,035 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,093,496Liabilities 2011: $02011Assets 2012: $1,171,241Liabilities 2012: $0Net Assets 2012: $1,171,2412012Assets 2013: $1,210,471Liabilities 2013: $0Net Assets 2013: $1,210,4712013Assets 2014: $1,281,864Liabilities 2014: $0Net Assets 2014: $1,281,8642014Assets 2015: $1,319,945Liabilities 2015: $0Net Assets 2015: $1,319,9452015Assets 2016: $1,255,171Liabilities 2016: $0Net Assets 2016: $1,255,1712016Assets 2017: $1,284,345Liabilities 2017: $0Net Assets 2017: $1,284,3452017Assets 2018: $1,241,350Liabilities 2018: $0Net Assets 2018: $1,241,3502018Assets 2019: $2,709,295Liabilities 2019: $0Net Assets 2019: $2,709,2952019Assets 2020: $3,422,565Liabilities 2020: $0Net Assets 2020: $3,422,5652020Assets 2021: $3,600,974Liabilities 2021: $0Net Assets 2021: $3,600,9742021Assets 2022: $3,217,390Liabilities 2022: $0Net Assets 2022: $3,217,3902022Assets 2023: $2,689,924Liabilities 2023: $0Net Assets 2023: $2,689,9242023Assets 2024: $2,778,493Liabilities 2024: $0Net Assets 2024: $2,778,4932024

Highlighted filing

2024

Assets$2,778,493
Liabilities$0
Net Assets$2,778,493

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $194,414Expenses 2011: $78,284Net Income 2011: $116,1302011Expenses 2012: $84,6782012Revenue 2013: $159,337Expenses 2013: $120,107Net Income 2013: $39,2302013Revenue 2014: $165,369Expenses 2014: $93,976Net Income 2014: $71,3932014Revenue 2015: $126,988Expenses 2015: $88,907Net Income 2015: $38,0812015Revenue 2016: $27,126Expenses 2016: $91,900Net Income 2016: -$64,7742016Revenue 2017: $169,318Expenses 2017: $142,144Net Income 2017: $27,1742017Revenue 2018: $130,683Expenses 2018: $173,678Net Income 2018: -$42,9952018Revenue 2019: $1,578,830Expenses 2019: $98,357Net Income 2019: $1,480,4732019Revenue 2020: $980,074Expenses 2020: $266,804Net Income 2020: $713,2702020Revenue 2021: $572,753Expenses 2021: $394,344Net Income 2021: $178,4092021Revenue 2022: -$31,412Expenses 2022: $352,172Net Income 2022: -$383,5842022Revenue 2023: -$140,539Expenses 2023: $386,927Net Income 2023: -$527,4662023Revenue 2024: $328,797Expenses 2024: $240,228Net Income 2024: $88,5692024

Highlighted filing

2024

Revenue$328,797
Expenses$240,228
Net Income$88,569

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.33$0.24$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.14$0.39$0.53
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.03$0.35$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.57$0.39$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.98$0.27$0.71
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.58$0.10$1.48
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.17$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.12$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.19$0.08$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roberta R BeachTrustee-$0--
Daniel P RobertsonTrustee-$0--
James T Robertson JrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The James T and Valeria B Robertson
EIN
64-6214992
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
roberta beach
Title
trustee
Phone
8008391754
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt059502
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0265061
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02053675
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0291293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt017524
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt051

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