The Robison Excelsior Foundation FY2021 filing

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The foundation's mission is to serve as an example of, and catalyst for, christian charity to people in need through a platform of grantmaking, volunteering, funder collaboration and community leadership.

501(c)(3) charity; gifts are tax-deductible.
52¢ of each $1 spent went to programs.
$157K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $6K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$157K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $895K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$850K
-31% vs prior year
Spent
$781K
To programs
52%
Net assets
$94K
By yearFY2020–FY2024
Revenue
$850K
FY2021▼ -31%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$850K
FY2022$744K
FY2023$962K
FY2024$895K
Expenses
$781K
FY2021▼ -42%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$781K
FY2022$772K
FY2023$980K
FY2024$837K
Net assets
$94K
FY2021▲ +266%
Tap a bar for its year
Net assets by fiscal year
FY2020$26K
FY2021$94K
FY2022$67K
FY2023$48K
FY2024$107K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2011.

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

Where the money goes

52 cents of each dollar spent went to programs.

Program services 52% · $409K Management & general 48% · $372K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $157K paid to officers and key staff.

Part VII, Section A · reportable compensation
$82,000Pt VII · Sec A
Executive Director
$75,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Daniel Robison’s $82K as COO is at the 75th percentile of top reported officer pay among 1265 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Daniel Robison$82,000$82,000$82,000$82,000$82,000
Leah Doty$75,000$75,000$75,000$75,000$75,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Robison Excelsior Foundation 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 15aYes

Programs and updates

Provides Christian charity through grants, volunteering, and community leadership.

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1 program · $409K · in their own filed words · FY2021
01

Various contributions to exempt charities in accordance with its mission to serve as an example of, and catalyst for, christian charity to people in need.

$409Kprogram expense

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 · FY2024
Total grants receivedfrom 1 funder$895K
Grants paid · 88 grants · $2.7M · 2020–2024
Youth Voice INCTX · FY2024$100,000
Grace Museum INCTX · FY2024$47,200
Abilene Arts AllianceTX · FY2024$35,000
Abilene Zoological SocietyTX · FY2024$26,000
Center for Contemporary ArtsTX · FY2024$20,000
All Kind Animal InitiativeTX · FY2024$13,500
The Mentoring AllianceTX · FY2024$10,300
Mike Cope Ministries INCTX · FY2024$10,000
LetusbreatheTX · FY2024$10,000
See all 88 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$850K
Ln 12
Gifts and grantsLn 1h$850K
Money outPt IX
$781K
Ln 25
Programscol B$409K
Managementcol C$372K
Owns and owesPt X
$94K
net assets · Ln 32
Cash and savingsLn 1–2$82K
Total assetsLn 16$98K
LiabilitiesLn 26$3K
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$850K
Total revenueLn 12$850K
Assets in detailPt X, end of year
CashLn 1$82K
Cash and savings togetherLn 1–2$82K
Other assetsLn 15$16K
Total assetsLn 16$98K
LiabilitiesLn 26$3K
Net assetsLn 32$94K
OperationsPt I, VI
EmployeesI 53
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
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$14K$82K
Total assetsLn 16$29K$98K
LiabilitiesLn 26$3K$3K
Net assetsLn 32$26K$94K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$409K$409K
Pay of current officers, directors and key staffLn 5$157K$157K
Other salaries and wagesLn 7$16K$16K
Pension plan contributionsLn 8$43K$43K
Other employee benefitsLn 9$88K$88K
Payroll taxesLn 10$13K$13K
Accounting feesLn 11c$5K$5K
Office expensesLn 13$3K$3K
Information technologyLn 14$2K$2K
OccupancyLn 16$20K$20K
Other expenses (24a–d)Ln 24$26K$26K
All other expensesLn 24e$60$60
Total functional expensesLn 25$781K$409K$372K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 12, 2025 $895K$837K$58K$107K 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $962K$980K−$18K$48K 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $744K$772K−$28K$67K 990 PDF
FY2021 ViewingFiled with the IRS Nov 15, 2022 $850K$781K$69K$94K 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $1.2M$1.3M−$112K$26K 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 $850,000 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,228,100$850,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,228,100$850,000
I-13 Grants and similar amounts paidPrior year $1,004,650$409,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $307,199$316,637
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $28,349$55,824
I-18 Total expensesPrior year $1,340,198$781,461
I-19 Revenue less expensesPrior year −$112,098$68,539
Part VI · Governance 3 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $850,000 across 3 lines filed
VIII-1f All other contributions, gifts and grants$850,000
VIII-1h Total contributions, gifts and grants$850,000
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$850,000
Part IX · Statement of functional expenses $781,461 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $409,000$409,000
IX-5 Pay of current officers, directors and key staffManagement $157,000$157,000
IX-7 Other salaries and wagesManagement $15,600$15,600
IX-8 Pension plan contributionsManagement $43,150$43,150
IX-9 Other employee benefitsManagement $87,551$87,551
IX-10 Payroll taxesManagement $13,336$13,336
IX-11c Accounting feesManagement $5,060$5,060
IX-13 Office expensesManagement $3,452$3,452
IX-14 Information technologyManagement $1,500$1,500
IX-16 OccupancyManagement $19,784$19,784
IX-24 Other expenses (24a–d)Management $25,968$25,968
IX-24e All other expensesManagement $60$60
IX-25 Total functional expensesPrograms $409,000 · Management $372,461 · Fundraising $0$781,461
Part X · Balance sheet $97,610 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $13,504$82,034
X-15 Other assetsStart of year $15,576$15,576
X-16 Total assetsStart of year $29,080$97,610
X-25 Other liabilitiesStart of year $3,283$3,274
X-26 Total liabilitiesStart of year $3,283$3,274
X-32 Total net assets or fund balancesStart of year $25,797$94,336
X-33 Total liabilities and net assetsStart of year $29,080$97,610
Part XI · Reconciliation of net assets $94,336 net assets at year end
XI-1 Total revenue$850,000
XI-2 Total expenses$781,461
XI-3 Revenue less expenses$68,539
XI-4 Net assets at start of year$25,797
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$94,336

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

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