Civic Intelligence

Yvonne C and Donald L Robertson Private Foundation

EIN 85-0745119 • Houston, TX

Pub. 78 Eligible
49 Briar Hollow Lane Unit 2204Houston, TX 77027
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$50,000

Higher top officer pay than 75% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

87th percentile

35%

Faster asset growth than 87% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

65%

Faster revenue growth than 83% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$828,604

Up $213,212 (+35%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$828,604

Up $213,212 (+35%) from 2023

Revenue

Up

$265,517

Up $104,521 (+65%) from 2023

Expenses

Down

$91,200

Down $30,300 (-25%) from 2023

Net Income

Up

$174,317

Up $134,821 (+341%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2020: $225,000Liabilities 2020: $1Net Assets 2020: $225,0002020Assets 2021: $449,817Liabilities 2021: $1Net Assets 2021: $449,8172021Assets 2022: $561,097Liabilities 2022: $1Net Assets 2022: $561,0972022Assets 2023: $615,392Liabilities 2023: $1Net Assets 2023: $615,3922023Assets 2024: $828,604Liabilities 2024: $0Net Assets 2024: $828,6042024

Latest loaded filing

2024

Assets$828,604
Liabilities$0
Net Assets$828,604

Operations Trend

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

$300K$200K$100K$0Revenue 2020: $250,000Expenses 2020: $25,000Net Income 2020: $225,0002020Revenue 2021: $254,233Expenses 2021: $29,416Net Income 2021: $224,8172021Revenue 2022: $257,519Expenses 2022: $138,395Net Income 2022: $119,1242022Revenue 2023: $160,996Expenses 2023: $121,500Net Income 2023: $39,4962023Revenue 2024: $265,517Expenses 2024: $91,200Net Income 2024: $174,3172024

Latest loaded filing

2024

Revenue$265,517
Expenses$91,200
Net Income$174,317

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 4, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott BowersDirectorPT$50,000-$50,000
Yvonne C RobertsonDirector-$0--
Alice C DaileyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSeventh Church of ChristGeneral budget-Houston, TX, US$20,000
Paid GrantThe Branch SchoolGeneral budget-Houston, TX, US$20,000
Filing and Contact Details

Filer

Filer Name
Yvonne C & Donald L Robertson Private Foundation
EIN
85-0745119
Phone
7132493725
Address
49 Briar Hollow Lane Unit 2204, Houston, TX 77027

Signing Officer

Name
Scott Bowers
Title
Director
Phone
7132493725
Signed
2026-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Alan Maxcy CPA
Address
14515 Briarhills Parkway Ste 118, HOUSTON, TX 77077
Preparer
Alan Maxcy
Phone
2814962877
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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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06515 Clarewood Oaks Estates Ln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General budget
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Yvonne C Robertson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt049 Briar Hollow Lane Unit 2204
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077027
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0223915
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Purchases of marketable securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Transfer fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0230800
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Proceeds from marketable securities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Bowers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07132493725
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Yvonne C & Donald L Robertson Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0YVON
ReturnHeader/Filer/EIN0850745119
ReturnHeader/Filer/PhoneNum07132493725
ReturnHeader/Filer/USAddress/AddressLine1Txt049 Briar Hollow Lane Unit 2204
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742148252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN MAXCY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014515 Briarhills Parkway Ste 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077077
ReturnHeader/PreparerPersonGrp/PhoneNum02814962877
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN MAXCY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-05T13:41:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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