James E Robison Foundation
James E Robison Foundation consistently spends more than its revenue, drawing down assets over the last decade.
EIN: 136075171 · Morrisville, VT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $404K |
| Total Expenses | $162K |
| Program Spending | 90% |
| Net Assets | $1.4M |
| Transparency Score | 70/100 |
Is James E Robison Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
James E Robison Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About James E Robison Foundation
James E Robison Foundation (EIN: 136075171) is a nonprofit organization based in Morrisville, VT. The organization reported total revenue of $404K and total assets of $1.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James E Robison Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
James E Robison Foundation is a small nonprofit that has been operating for 64 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 10.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $181K |
| Total Expenses | $162K |
| Surplus / Deficit | +$19K |
| Total Assets | $1.4M |
| Total Liabilities | $1 |
| Net Assets | $1.4M |
| Operating Margin | 10.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 104.0 months |
Financial Health Grade: A
In 2023, James E Robison Foundation reported a surplus of $19K with revenue exceeding expenses, holds 104.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), James E Robison Foundation's revenue has grown at a compound annual growth rate (CAGR) of 10.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +299.3% | -3.9% | +1.4% |
| 2022 | -32.0% | +13.6% | -8.2% |
| 2021 | +104.7% | -6.3% | -5.1% |
| 2020 | -38.3% | -3.6% | -7.3% |
| 2019 | -51.3% | +7.4% | -11.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1962 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates James E Robison Foundation with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, James E Robison Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $19K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that the foundation's leadership is either unpaid or compensated through other means not reported as officer compensation, which is a positive for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of James E Robison Foundation's IRS 990 filings:
- Consistent deficit spending, drawing down assets over time (e.g., assets decreased from $2,197,495 in 2011 to $1,402,277 in 2023).
- Lack of detailed expense breakdown in provided data makes it difficult to fully assess spending efficiency.
Strengths
The following positive indicators were identified for James E Robison Foundation:
- No officer compensation reported, indicating efficient use of funds at the leadership level.
- Minimal liabilities ($0 or $1) across all reported periods, suggesting strong financial management of debt.
- Consistent grant-making activity, as evidenced by regular expenses, fulfilling its mission.
Frequently Asked Questions about James E Robison Foundation
Is James E Robison Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, James E Robison Foundation (EIN: 136075171) some concerns. Mission Score: 70/100. 2 red flags identified, 3 strengths noted.
How does James E Robison Foundation spend its money?
James E Robison Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to James E Robison Foundation tax-deductible?
James E Robison Foundation is registered as a tax-exempt nonprofit (EIN: 136075171). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is James E Robison Foundation located?
James E Robison Foundation is headquartered in Morrisville, Vermont and files with the IRS under EIN 136075171.
How many years of IRS 990 filings does James E Robison Foundation have?
James E Robison Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $404K in total revenue.
Is the James E Robison Foundation financially sustainable in the long term given its spending patterns?
The foundation has consistently spent more than its revenue for over a decade, leading to a significant reduction in its assets from $2,197,495 in 2011 to $1,402,277 in 2023. This indicates a strategy of distributing its endowment, which is sustainable only until the assets are depleted or if a new revenue strategy is implemented.
What are the primary expenses of the foundation?
Without a detailed breakdown of expenses from the 990 forms, it's difficult to pinpoint the exact nature of their spending. However, given the consistent expenses (e.g., $161,852 in 2023) and the nature of a foundation, it is highly probable that the majority of expenses are program-related grants or distributions, with a smaller portion for administrative overhead.
Why has the foundation's revenue fluctuated significantly?
Revenue has varied considerably, from a low of $32,620 in 2020 to a high of $181,284 in 2023 (excluding the latest reported $403,839 which is likely an anomaly or includes investment gains). This fluctuation could be due to varying investment returns, sporadic donations, or a combination of both, as the foundation does not appear to be actively fundraising based on the 0% fundraising allocation.
Filing History
IRS 990 filing history for James E Robison Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), James E Robison Foundation's revenue has grown by 234.4%, moving from $54K to $181K. Total assets decreased by 36.2% over the same period, from $2.2M to $1.4M. Total functional expenses fell by 15.8%, from $192K to $162K. In its most recent filing year (2023), James E Robison Foundation reported a surplus of $19K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $181K | $162K | $1.4M | $1 | — | View 990 |
| 2022 | $45K | $168K | $1.4M | $1 | — | View 990 |
| 2021 | $67K | $148K | $1.5M | $1 | — | View 990 |
| 2020 | $33K | $158K | $1.6M | $1 | — | View 990 |
| 2019 | $53K | $164K | $1.7M | $1 | — | View 990 |
| 2015 | $109K | $153K | $1.9M | $0 | — | View 990 |
| 2014 | $106K | $143K | $2.0M | $0 | — | View 990 |
| 2013 | $85K | $175K | $2.0M | $0 | — | View 990 |
| 2012 | $63K | $155K | $2.1M | $0 | — | View 990 |
| 2011 | $54K | $192K | $2.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $181K, expenses of $162K, and assets of $1.4M (revenue +299.3% year-over-year).
- 2022: Revenue of $45K, expenses of $168K, and assets of $1.4M (revenue -32.0% year-over-year).
- 2021: Revenue of $67K, expenses of $148K, and assets of $1.5M (revenue +104.7% year-over-year).
- 2020: Revenue of $33K, expenses of $158K, and assets of $1.6M (revenue -38.3% year-over-year).
- 2019: Revenue of $53K, expenses of $164K, and assets of $1.7M (revenue -51.3% year-over-year).
- 2015: Revenue of $109K, expenses of $153K, and assets of $1.9M (revenue +2.8% year-over-year).
- 2014: Revenue of $106K, expenses of $143K, and assets of $2.0M (revenue +23.7% year-over-year).
- 2013: Revenue of $85K, expenses of $175K, and assets of $2.0M (revenue +36.3% year-over-year).
- 2012: Revenue of $63K, expenses of $155K, and assets of $2.1M (revenue +15.6% year-over-year).
- 2011: Revenue of $54K, expenses of $192K, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for James E Robison Foundation:
Data Sources and Methodology
This transparency report for James E Robison Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.