Robertson Association INC FY2021 filing

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The Robertson Association, Inc. (TRA) is an all volunteer organization dedicated to caver fellowship, and to cave research, conservation, and education through caver related activities and awarding grants to cave related organizations.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $12K a year · 11% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
43 mo
of spending, in cash
Plus $213K in investments, Pt X · Ln 11–13
Looks good: 42.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $32
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22K
-88% vs prior year
Spent
$59K
To programs
0%
Net assets
$531K
By yearFY2020–FY2025
Revenue
$22K
FY2021▼ -88%
Tap a bar for its year
Revenue by fiscal year
FY2020$178K
FY2021$22K
FY2022$40K
FY2023$124K
FY2024$161K
FY2025$143K
Expenses
$59K
FY2021▼ -51%
Tap a bar for its year
Expenses by fiscal year
FY2020$121K
FY2021$59K
FY2022$72K
FY2023$104K
FY2024$123K
FY2025$114K
Net assets
$531K
FY2021▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$513K
FY2021$531K
FY2022$502K
FY2023$507K
FY2024$572K
FY2025$608K

From the FY2021 Form 990 (year ending March 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $59K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$0Pt VII · Sec A
Operations Vice President
$0Pt VII · Sec A
Recording Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Robertson Association INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes caver fellowship, cave research, conservation, and education through activities and grants.

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1 program · in their own filed words · FY2020
01

An annual event that includes educational and other activities while providing the opportunity for cavers to 'reunion' together. Canceled in 2020 due to the COVID-19 pandemic.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$32
Grants paid · 1 grant · $9K · 2019–2019
Unitemized GrantFY2019$9,388

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$22K
Ln 12
Gifts and grantsLn 1h$17K
Investment incomeLn 3$5K
Money outPt IX
$59K
Ln 25
Managementcol C$59K
Owns and owesPt X
$531K
net assets · Ln 32
Cash and savingsLn 1–2$212K
Total assetsLn 16$531K
LiabilitiesLn 26$0
PeoplePt VI, VII
24
listed · VII A
PaidVII A0
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$5K
Total revenueLn 12$22K
Assets in detailPt X, end of year
CashLn 1$30K
SavingsLn 2$183K
Cash and savings togetherLn 1–2$212K
InvestmentsLn 11–13$213K
Land, buildings, equipmentLn 10c$106K
Other assetsLn 15$0
Total assetsLn 16$531K
LiabilitiesLn 26$0
Net assetsLn 32$531K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6500
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$252K$212K
InvestmentsLn 11–13$151K$213K
Land, buildings, equipmentLn 10c$110K$106K
Total assetsLn 16$513K$531K
LiabilitiesLn 26$0$0
Net assetsLn 32$513K$531K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$189$0$189$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$1K$0$1K$0
Information technologyLn 14$490$0$490$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$50K$0$50K$0
TravelLn 17$0$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$0$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$4K$0$4K$0
InsuranceLn 23$3K$0$3K$0
Total functional expensesLn 25$59K$0$59K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 13, 2026 $143K$114K$30K$608K 990 PDF
FY2024Filed with the IRS Feb 7, 2025 $161K$123K$38K$572K 990 PDF
FY2023Filed with the IRS Feb 12, 2024 $124K$104K$21K$507K 990 PDF
FY2022Filed with the IRS Feb 15, 2023 $40K$72K−$33K$502K 990 PDF
FY2021 ViewingFiled with the IRS Oct 27, 2021 $22K$59K−$38K$531K 990 PDF
FY2020Filed with the IRS Feb 15, 2021 $178K$121K$57K$513K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $21,834 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $87,275$17,216
I-9 Program service revenuePrior year $82,247$0
I-10 Investment incomePrior year $5,399$4,618
I-11 Other revenuePrior year $2,663$0
I-12 Total revenuePrior year $177,584$21,834
I-13 Grants and similar amounts paidPrior year $9,388$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $111,606$59,484
I-18 Total expensesPrior year $120,994$59,484
I-19 Revenue less expensesPrior year $56,590−$37,650
Part VI · Governance 24 of 24 board members independent, 5 to look at
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $21,834 across 13 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$15
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$17,201
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$17,216
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $4,618$4,618
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $4,618$21,834
Part IX · Statement of functional expenses $59,484 across 19 lines filed
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $189 · Fundraising $0$189
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $0 · Management $1,090 · Fundraising $0$1,090
IX-14 Information technologyPrograms $0 · Management $490 · Fundraising $0$490
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $50,320 · Fundraising $0$50,320
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $4,053 · Fundraising $0$4,053
IX-23 InsurancePrograms $0 · Management $3,342 · Fundraising $0$3,342
IX-25 Total functional expensesPrograms $0 · Management $59,484 · Fundraising $0$59,484
Part X · Balance sheet $531,468 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $24,860$29,875
X-2 Savings and temporary cash investmentsStart of year $227,195$182,615
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $109,881$105,828
X-11 Publicly traded securitiesStart of year $150,939$213,150
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $512,875$531,468
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $512,875$531,468
X-33 Total liabilities and net assetsStart of year $512,875$531,468
Part XI · Reconciliation of net assets $531,468 net assets at year end
XI-1 Total revenue$21,834
XI-2 Total expenses$59,484
XI-3 Revenue less expenses−$37,650
XI-4 Net assets at start of year$512,875
XI-5 Net unrealized gains (losses) on investments$60,296
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets−$4,053
XI-10 Net assets at end of year$531,468

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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