Civic Intelligence

R & T Robertson Foundation

990PF • Fiscal year 2016 • EIN 74-2224591

Dec 01, 2015 to Nov 30, 2016 • Filed on Feb 07, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$211,341

Up $5,334 (+2.6%) from 2015

Net Assets

Up

$211,341

Up $5,334 (+2.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$21,898

Down $2,374 (-9.8%) from 2015

Expenses

Down

$16,564

Down $935 (-5.3%) from 2015

Net Income

Down

$5,334

Down $1,439 (-21%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$211,341
Liabilities$0
Net Assets$211,341

Operations Trend

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

2016

Revenue$21,898
Expenses$16,564
Net Income$5,334
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Compensation and Service Providers

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
Phone
3618840791
Address
600 LEOPARD STREET SUITE 1800, CORPUS CHRISTI, TX 78401-0456

Signing Officer

Name
Amy Robertson Ehrman
Title
President
Phone
3618840791
Signed
2017-02-07

Preparer

Firm
Swank Salch & Henderson Pc
Address
802 N CARANCAHUA SUITE 1100, CORPUS CHRISTI, TX 78401-0053
Preparer
Christine Salch
Phone
3618838151
Raw XML Appendix331 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/PersonNm0AMY ROBERTSON EHRMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP FOSTER CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3REDUCE DRUG ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FOR EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5NON-PROFIT AIR AMBULANCE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FOR HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FOOD AND AID FOR NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FOOD 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/BusinessNameLine1Txt5HALO FLIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF TEXAS AT AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MISSION 911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GOOD SAMARITAN CENTER
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/AddressLine1Txt01 BAYLOR PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11919 LEOPARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt213934 SEA ANCHOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3224 W KING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4602 S CARANCAHUA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51843 FM 665
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 UNIVERSITY STATION C110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 3157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81600 SALTILLO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KINGSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278418
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd678712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd878207
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/AppliedToCurrentYearAmt012376
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027031
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015411
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02624
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042540
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039916
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0171
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0171
TaxesSchedule/TaxesDetail/Amt0443
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ROBERTSON EHRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03618840791
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R & T ROBERTSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0R&TR
ReturnHeader/Filer/EIN0742224591
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/PreparerFirmEIN0742727608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWANK SALCH & HENDERSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0802 N CARANCAHUA SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0784010053
ReturnHeader/PreparerPersonGrp/PhoneNum03618838151
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SALCH
ReturnHeader/ReturnTs02017-02-11T14:30:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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