Civic Intelligence

R & T Robertson Foundation

990PF • Fiscal year 2015 • EIN 74-2224591

Dec 01, 2014 to Nov 30, 2015 • Filed on Feb 08, 2016

Organization Profile
600 Leopard Street Suite 1800Corpus Christi, TX 78401-0456

(361) 884-0791

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$206,007

Up $6,773 (+3.4%) from 2014

Net Assets

Up

$206,007

Up $6,773 (+3.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin83rd percentile

Revenue

Up

$24,272

Up $5,106 (+27%) from 2014

Expenses

Up

$17,499

Up $2,227 (+15%) from 2014

Net Income

Up

$6,773

Up $2,879 (+74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $201,836Liabilities 2011: $02011Assets 2012: $212,754Liabilities 2012: $02012Assets 2013: $253,338Liabilities 2013: $02013Assets 2014: $199,234Liabilities 2014: $0Net Assets 2014: $199,2342014Assets 2015: $206,007Liabilities 2015: $0Net Assets 2015: $206,0072015Assets 2016: $211,341Liabilities 2016: $0Net Assets 2016: $211,3412016Assets 2017: $213,010Liabilities 2017: $0Net Assets 2017: $213,0102017Assets 2018: $221,567Liabilities 2018: $0Net Assets 2018: $221,5672018Assets 2019: $235,749Liabilities 2019: $0Net Assets 2019: $235,7492019Assets 2020: $244,106Liabilities 2020: $0Net Assets 2020: $244,1062020Assets 2021: $242,564Liabilities 2021: $0Net Assets 2021: $242,5642021Assets 2022: $256,736Liabilities 2022: $0Net Assets 2022: $256,7362022Assets 2023: $259,569Liabilities 2023: $0Net Assets 2023: $259,5692023Assets 2024: $271,488Liabilities 2024: $0Net Assets 2024: $271,4882024

Highlighted filing

2015

Assets$206,007
Liabilities$0
Net Assets$206,007
Open 2015 Filing

Operations Trend

Revenue Growth79th percentile

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

$40K$20K$0-$20KRevenue 2011: $13,856Expenses 2011: $26,872Net Income 2011: -$13,0162011Revenue 2012: $9,863Expenses 2012: $26,184Net Income 2012: -$16,3212012Revenue 2013: $3,945Expenses 2013: $16,107Net Income 2013: -$12,1622013Revenue 2014: $19,166Expenses 2014: $15,272Net Income 2014: $3,8942014Revenue 2015: $24,272Expenses 2015: $17,499Net Income 2015: $6,7732015Revenue 2016: $21,898Expenses 2016: $16,564Net Income 2016: $5,3342016Revenue 2017: $16,194Expenses 2017: $14,525Net Income 2017: $1,6692017Revenue 2018: $22,987Expenses 2018: $14,430Net Income 2018: $8,5572018Revenue 2019: $29,577Expenses 2019: $15,395Net Income 2019: $14,1822019Revenue 2020: $23,603Expenses 2020: $15,246Net Income 2020: $8,3572020Revenue 2021: $25,634Expenses 2021: $27,176Net Income 2021: -$1,5422021Revenue 2022: $37,898Expenses 2022: $25,726Net Income 2022: $12,1722022Revenue 2023: $17,990Expenses 2023: $15,157Net Income 2023: $2,8332023Revenue 2024: $31,562Expenses 2024: $19,643Net Income 2024: $11,9192024

Highlighted filing

2015

Revenue$24,272
Expenses$17,499
Net Income$6,773
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Feb 8, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY ROBERTSON EHRMANPresident-$0--
RONALD G ROBERTSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
R & T Robertson Foundation
EIN
74-2224591
In Care Of
% TIM EHRMAN
Phone
3618840791
Address
600 LEOPARD STREET SUITE 1800, CORPUS CHRISTI, TX 78401-0456

Signing Officer

Name
Tim Ehrman
Title
President
Phone
3618840791
Signed
2016-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Swank Salch & Henderson Pc
Address
802 N CARANCAHUA SUITE 310, CORPUS CHRISTI, TX 78401
Preparer
Christine Salch
Phone
3618838151
Raw XML Appendix355 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PUBLICLY TRADED STOCKS, BONDS, MUTUAL FUNDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMY ROBERTSON EHRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RONALD G ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOOD AND AID FOR NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP FOSTER CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3REDUCE DRUG ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FOOD AND AID FOR NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6NON-PROFIT AIR AMBULANCE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FOOD AND AID FOR NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FOOD AND AID FOR THE NEEDY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FOSTER ANGELS OF SOUTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PALMER DRUG ABUSE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JAMES EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HALO FLIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UNIVERSITY OF TEXAS GEOLOGY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MISSION 911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GOOD SAMARITAN COMMUNITY SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
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/RecipientRelationshipTxt6NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 BAYLOR PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11919 LEOPARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2358 JACKSON PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33104 S ALAMEDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 S UPPER BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5521 JOSEPHINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6315 PINSON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71 UNIVERSITY STATION C1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 3157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91600 SALTILLO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN ANTONIO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178469
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd678406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd878404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd978207
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt012604
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09389
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09389
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039916
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015509
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02396
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046909
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0143
TaxesSchedule/TaxesDetail/Amt0381
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM EHRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03618840791
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R & T ROBERTSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0R&TR
ReturnHeader/Filer/EIN0742224591
ReturnHeader/Filer/InCareOfNm0% TIM EHRMAN
ReturnHeader/Filer/PhoneNum03618840791
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 LEOPARD STREET SUITE 1800
ReturnHeader/Filer/USAddress/CityNm0CORPUS CHRISTI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0784010456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWANK SALCH & HENDERSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0802 N CARANCAHUA SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078401
ReturnHeader/PreparerPersonGrp/PhoneNum03618838151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SALCH
ReturnHeader/ReturnTs02016-02-09T15:32:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,007
Liabilities
$0
Net assets
$206,007
Revenue
$24,272
Expenses
$17,499
Net income
$6,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.32$0.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.38$0.26$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.26$0.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.24$0.15$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.30$0.15$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.23$0.14$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.16$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.24$0.17$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.19$0.15$0.04
2013Summary only. Only limited summary data is available for this year.$2.53$0.00$0.04$0.16$0.12
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.10$0.26$0.16
2011Summary only. Only limited summary data is available for this year.$2.02$0.00$0.14$0.27$0.13