Civic Intelligence

Roy and Joanne Robertson Foundation Dtd 5 26 2021

EIN 87-1294471 • Charleston, SC

1700 Ashley River Road Ste ACharleston, SC 29407
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-139%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-6.3%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

132%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

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

Assets

Down

$15,527

Down $1,050 (-6.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$15,527

Down $1,050 (-6.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$756

Up $430 (+132%) from 2023

Expenses

Up

$1,806

Up $56 (+3.2%) from 2023

Net Income

Up

-$1,050

Up $374 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$20K$15K$10K$5.0K$0Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $18,001Liabilities 2022: $1Net Assets 2022: $18,0012022Assets 2023: $16,577Liabilities 2023: $1Net Assets 2023: $16,5772023Assets 2024: $15,527Liabilities 2024: $0Net Assets 2024: $15,5272024

Latest loaded filing

2024

Assets$15,527
Liabilities$0
Net Assets$15,527
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$20K$10K$0-$10KRevenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $19,001Expenses 2022: $1,000Net Income 2022: $18,0012022Revenue 2023: $326Expenses 2023: $1,750Net Income 2023: -$1,4242023Revenue 2024: $756Expenses 2024: $1,806Net Income 2024: -$1,0502024

Latest loaded filing

2024

Revenue$756
Expenses$1,806
Net Income-$1,050
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.76$1.81$1.05
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.33$1.75$1.42
2022Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$19.0$1.00$18.0
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 3, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMPBELL D COXE JRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY EPISCOPAL SCHOOL FOR MINISTRYJUSTYN TERRY FUTURE LEADERS SCHOLARSHIP-AMBRIDGE, PA, US$1,000
Filing and Contact Details

Filer

Filer Name
Roy and Joanne Robertson Foundation
EIN
87-1294471
Phone
8432251599
Address
1700 ASHLEY RIVER ROAD STE A, CHARLESTON, SC 29407

Signing Officer

Name
Campbell D Coxe Jr
Title
Trustee
Phone
8432251549
Signed
2026-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Veris LLC
Address
1156 BOWMAN ROAD SUITE 100-A, MOUNT PLEASANT, SC 29464
Preparer
Russell Deal CPA
Phone
8438814477
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY AND JOANNE ROBERTSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DATED MAY 26 2021
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ReturnHeader/ReturnTs02026-03-04T07:35:30-06:00
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ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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