Robertson Enterprises INC

Tax-deductible

Big Lake, AK501(c)(3)Since 1991UnclassifiedEIN 92-0138359

Child Care and Preschool Programs for low income individuals.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$241K 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

FY2025 · 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
3 of 6
filings with a surplus
Average surplus $7K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$241K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $98K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$96K
72% of total assets
Worth a look: liabilities are 72% of assets; over 65%.
Pt X · Ln 26
Independent board members
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+14% vs prior year
Spent
$1.6M
To programs
92%
Net assets
$37K
By yearFY2019–FY2025
Revenue
$1.5M
FY2025▲ +14%
Revenue by fiscal year
FY2019$1.1M
FY2021$1.3M
FY2022$1.3M
FY2023$1.5M
FY2024$1.3M
FY2025$1.5M
Expenses
$1.6M
FY2025▲ +21%
Expenses by fiscal year
FY2019$1.0M
FY2021$1.3M
FY2022$1.4M
FY2023$1.4M
FY2024$1.3M
FY2025$1.6M
Net assets
$37K
FY2025▼ -63%
Net assets by fiscal year
FY2019$119K
FY2021$24K
FY2022−$46K
FY2023$84K
FY2024$100K
FY2025$37K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Revoked May 2010, reinstated. IRS ruling Oct 2012, per the IRS master file. Latest filing on record: FY2025. IRS ruling in Oct 2012.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $1.4M Management & general 8% · $119K

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

Who runs it and what they're paid

3 people listed on the 990; $241K paid to officers and key staff.

Part VII, Section A · reportable compensation
$97,801Pt VII · Sec A
Vice President
$71,470Pt VII · Sec A
$71,280Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2019
Theresa Robertson$97,801$97,801
Stephen Robertson$71,470$54,362
Sean Shawcross$71,280$41,280

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.

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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

Provides affordable child care and preschool for low-income families.

Provided by the organization

This section is blank until Robertson Enterprises INC claims this page.

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1 program service account for $1.4M of program spending, described in the organization's own filed words · FY2025.
01

Provide Child Care and Preschool Programs for low income individuals.

$1.4Mprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$98K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$23
Money outPt IX
$1.6M
Ln 25
Programscol B$1.4M
Managementcol C$119K
Owns and owesPt X
$37K
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$132K
LiabilitiesLn 26$96K
PeoplePt VI, VII
3
listed · VII A
PaidVII A3
Voting boardVI 1a3
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$23
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$10K
Cash and savings togetherLn 1–2$10K
Land, buildings, equipmentLn 10c$122K
Total assetsLn 16$132K
LiabilitiesLn 26$96K
Net assetsLn 32$37K
OperationsPt I, VI
EmployeesI 540
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 FY25End FY25
Cash and savingsLn 1–2$11K$10K
Land, buildings, equipmentLn 10c$161K$122K
Total assetsLn 16$172K$132K
LiabilitiesLn 26$72K$96K
Net assetsLn 32$100K$37K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$241K$241K
Other salaries and wagesLn 7$525K$525K
Other employee benefitsLn 9$12K$12K
Payroll taxesLn 10$61K$61K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$732$732
Office expensesLn 13$5K$5K
OccupancyLn 16$273K$273K
TravelLn 17$5K$5K
InterestLn 20$8K$8K
Depreciation, depletion and amortizationLn 22$39K$39K
InsuranceLn 23$82K$82K
Other expenses (24a–d)Ln 24$284K$284K
All other expensesLn 24e$17K$17K
Total functional expensesLn 25$1.6M$1.4M$119K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.5M$1.6M−$64K$37K 990 PDF
FY2024 $1.3M$1.3M$16K$100K 990 PDF
FY2023 $1.5M$1.4M$130K$84K 990 PDF
FY2022 $1.3M$1.4M−$70K−$46K 990 PDF
FY2021 $1.3M$1.3M−$33K$24K 990 PDF
FY2020 Not on file
FY2019 $1.1M$1.0M$60K$119K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,496,879 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,496,856$1,496,856
VIII-3 Investment incomeRelated to mission $23$23
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,496,879 · Unrelated business $0 · Excluded from tax $0$1,496,879
Part IX · Statement of functional expenses $1,560,420 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $240,550$240,550
IX-7 Other salaries and wagesPrograms $525,248$525,248
IX-9 Other employee benefitsPrograms $12,363$12,363
IX-10 Payroll taxesPrograms $61,016$61,016
IX-11b Legal feesManagement $1,414$1,414
IX-11c Accounting feesManagement $6,525$6,525
IX-11g Other fees for servicesPrograms $732$732
IX-13 Office expensesManagement $4,722$4,722
IX-16 OccupancyPrograms $272,690$272,690
IX-17 TravelPrograms $5,292$5,292
IX-20 InterestManagement $7,549$7,549
IX-22 Depreciation, depletion and amortizationPrograms $38,954$38,954
IX-23 InsuranceManagement $82,013$82,013
IX-24 Other expenses (24a–d)Programs $284,098$284,098
IX-24e All other expensesManagement $17,254$17,254
IX-25 Total functional expensesPrograms $1,440,943 · Management $119,477 · Fundraising $0$1,560,420
Part X · Balance sheet $132,305 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $10,948$9,998
X-10c Land, buildings and equipment, netStart of year $161,261$122,307
X-16 Total assetsStart of year $172,225$132,305
X-17 Accounts payable and accrued expensesStart of year $71,898$95,519
X-26 Total liabilitiesStart of year $71,898$95,519
X-32 Total net assets or fund balancesStart of year $100,327$36,786
X-33 Total liabilities and net assetsStart of year $172,225$132,305
Part XI · Reconciliation of net assets $36,786 net assets at year end
XI-1 Total revenue$1,496,879
XI-2 Total expenses$1,560,420
XI-3 Revenue less expenses−$63,541
XI-4 Net assets at start of year$100,327
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$36,786

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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