James T And Valeria B Robertson Foundation
EIN: 646214992 · Wilmington, DE · NTEE: T20Z
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $387K |
| Net Assets | $2.7M |
Is James T And Valeria B Robertson Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About James T And Valeria B Robertson Foundation
James T And Valeria B Robertson Foundation (EIN: 646214992) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T20Z. The organization reported total revenue of $2.1M and total assets of $2.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of James T And Valeria B Robertson Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
James T And Valeria B Robertson Foundation is a mid-size nonprofit that has been operating for 28 years, with 10 years of IRS 990 filings on record (2011–2023).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -105.5% | -10.7% | -10.7% |
| 2021 | -41.6% | +47.8% | +5.2% |
| 2020 | -37.9% | +171.3% | +26.3% |
| 2019 | +1143.3% | +10.6% | +105.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for James T And Valeria B Robertson Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates James T And Valeria B Robertson Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about James T And Valeria B Robertson Foundation
Is James T And Valeria B Robertson Foundation a legitimate charity?
James T And Valeria B Robertson Foundation (EIN: 646214992) is a registered tax-exempt nonprofit based in Delaware. It has 10 years of IRS 990 filings on record. Total revenue: $2.1M. No red flags identified. Financial health grade: B.
How does James T And Valeria B Robertson Foundation spend its money?
James T And Valeria B Robertson Foundation reported $2.1M in total revenue in IRS 990 filings. 10 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to James T And Valeria B Robertson Foundation tax-deductible?
James T And Valeria B Robertson Foundation is registered as a tax-exempt nonprofit (EIN: 646214992). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is James T And Valeria B Robertson Foundation located?
James T And Valeria B Robertson Foundation is headquartered in Wilmington, Delaware and files with the IRS under EIN 646214992. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does James T And Valeria B Robertson Foundation have?
James T And Valeria B Robertson 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 $2.1M in total revenue.
Filing History
IRS 990 filing history for James T And Valeria B Robertson Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), James T And Valeria B Robertson Foundation's revenue has declined by 172.3%, moving from $194K to $-140,539. Total assets increased by 146% over the same period, from $1.1M to $2.7M. Total functional expenses rose by 394.3%, from $78K to $387K. The organization holds $1 in liabilities against $2.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $-140,539 | $387K | $2.7M | $1 | — | View 990 |
| 2022 | $-31,412 | $352K | $3.2M | $1 | — | View 990 |
| 2021 | $573K | $394K | $3.6M | $1 | — | View 990 |
| 2020 | $980K | $267K | $3.4M | $1 | — | — |
| 2019 | $1.6M | $98K | $2.7M | $1 | — | View 990 |
| 2015 | $127K | $89K | $1.3M | $1 | — | View 990 |
| 2014 | $165K | $94K | $1.3M | $1 | — | View 990 |
| 2013 | $159K | $120K | $1.2M | $1 | — | View 990 |
| 2012 | $161K | $85K | $1.2M | $1 | — | View 990 |
| 2011 | $194K | $78K | $1.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $-140,539, expenses of $387K, and assets of $2.7M.
- 2022: Revenue of $-31,412, expenses of $352K, and assets of $3.2M (revenue -105.5% year-over-year).
- 2021: Revenue of $573K, expenses of $394K, and assets of $3.6M (revenue -41.6% year-over-year).
- 2020: Revenue of $980K, expenses of $267K, and assets of $3.4M (revenue -37.9% year-over-year).
- 2019: Revenue of $1.6M, expenses of $98K, and assets of $2.7M (revenue +1143.3% year-over-year).
- 2015: Revenue of $127K, expenses of $89K, and assets of $1.3M (revenue -23.2% year-over-year).
- 2014: Revenue of $165K, expenses of $94K, and assets of $1.3M (revenue +3.8% year-over-year).
- 2013: Revenue of $159K, expenses of $120K, and assets of $1.2M (revenue -0.7% year-over-year).
- 2012: Revenue of $161K, expenses of $85K, and assets of $1.2M (revenue -17.4% year-over-year).
- 2011: Revenue of $194K, expenses of $78K, and assets of $1.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for James T And Valeria B Robertson Foundation:
Data Sources and Methodology
This transparency report for James T And Valeria B Robertson 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.