Civic Intelligence

The Robertson-Finley Foundation

EIN 76-0598999 • Houston, TX

Pub. 78 Eligible
PO Box 967Houston, TX 77001-0967
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

71st percentile

22%

Higher net margin than 71% 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

47th percentile

1.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,109,277

Up $56,358 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,109,277

Up $56,358 (+1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin71st percentile

Revenue

Down

$260,428

Down $38,975 (-13%) from 2023

Expenses

Down

$204,070

Down $10,527 (-4.9%) from 2023

Net Income

Down

$56,358

Down $28,448 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,092,708Liabilities 2011: $02011Assets 2012: $2,182,050Liabilities 2012: $02012Assets 2013: $2,291,726Liabilities 2013: $02013Assets 2014: $2,420,161Liabilities 2014: $02014Assets 2015: $2,543,096Liabilities 2015: $0Net Assets 2015: $2,543,0962015Assets 2017: $2,660,660Liabilities 2017: $0Net Assets 2017: $2,660,6602017Assets 2018: $2,720,436Liabilities 2018: $0Net Assets 2018: $2,720,4362018Assets 2019: $2,790,765Liabilities 2019: $0Net Assets 2019: $2,790,7652019Assets 2020: $2,824,825Liabilities 2020: $0Net Assets 2020: $2,824,8252020Assets 2021: $2,910,643Liabilities 2021: $0Net Assets 2021: $2,910,6432021Assets 2022: $2,968,113Liabilities 2022: $0Net Assets 2022: $2,968,1132022Assets 2023: $3,052,919Liabilities 2023: $0Net Assets 2023: $3,052,9192023Assets 2024: $3,109,277Liabilities 2024: $0Net Assets 2024: $3,109,2772024

Highlighted filing

2024

Assets$3,109,277
Liabilities$0
Net Assets$3,109,277
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0Revenue 2011: $179,743Expenses 2011: $102,448Net Income 2011: $77,2952011Revenue 2012: $185,983Expenses 2012: $96,641Net Income 2012: $89,3422012Revenue 2013: $206,854Expenses 2013: $97,178Net Income 2013: $109,6762013Revenue 2014: $237,628Expenses 2014: $99,529Net Income 2014: $138,0992014Revenue 2015: $215,319Expenses 2015: $92,384Net Income 2015: $122,9352015Revenue 2017: $198,707Expenses 2017: $159,146Net Income 2017: $39,5612017Revenue 2018: $230,029Expenses 2018: $170,253Net Income 2018: $59,7762018Revenue 2019: $245,960Expenses 2019: $178,131Net Income 2019: $67,8292019Revenue 2020: $220,347Expenses 2020: $186,287Net Income 2020: $34,0602020Revenue 2021: $259,920Expenses 2021: $174,102Net Income 2021: $85,8182021Revenue 2022: $267,184Expenses 2022: $209,714Net Income 2022: $57,4702022Revenue 2023: $299,403Expenses 2023: $214,597Net Income 2023: $84,8062023Revenue 2024: $260,428Expenses 2024: $204,070Net Income 2024: $56,3582024

Highlighted filing

2024

Revenue$260,428
Expenses$204,070
Net Income$56,358
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,109,277
Liabilities
$0
Net assets
$3,109,277
Revenue
$260,428
Expenses
$204,070
Net income
$56,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.26$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.30$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.27$0.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.26$0.17$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.22$0.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.25$0.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.23$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.20$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.22$0.09$0.12
2014Summary only. Only limited summary data is available for this year.$2.42$0.00$0.24$0.10$0.14
2013Summary only. Only limited summary data is available for this year.$2.29$0.00$0.21$0.10$0.11
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.19$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$2.09$0.00$0.18$0.10$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel R FinleyTrustee-$0--
J H McMillianExec DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Robertson-Finley Foundation
EIN
76-0598999
Phone
7137590450
Address
PO Box 967, Houston, TX 77001-0967

Signing Officer

Name
Daniel R Finley
Title
Trustee
Phone
7137590450
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Civil Society Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Conservation Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Education Support

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