Robertson-finley Foundation is a 501(c)(3) organization based in Houston, Texas, registered in 1999, with $260,428 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$260K
▼ 13.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$204K
Net assets
$3.1M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robertson-finley Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robertson-finley Foundation: 183 mo reserves · +22% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robertson-finley Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robertson-finley Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $215K (FY2015) to $260K (FY2024) across 9 reported years.
Financial snapshot
Operating margin
21.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.1M
Total liabilities
$0
Net assets
$3.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $260,428▼13.0% | $204,070▼4.9% | $3,109,277▲1.8% | $3,109,277▲1.8% | 990PF |
| 2023 | $299,403▲12.1% | $214,597▲2.3% | $3,052,919▲2.9% | $3,052,919▲2.9% | 990PF |
| 2022 | $267,184▲2.8% | $209,714▲20.5% | $2,968,113▲2.0% | $2,968,113▲2.0% | 990PF |
| 2021 | $259,920▲18.0% | $174,102▼6.5% | $2,910,643▲3.0% | $2,910,643▲3.0% | 990PF |
| 2020 | $220,347▼10.4% | $186,287▲4.6% | $2,824,825▲1.2% | $2,824,825▲1.2% | 990PF |
| 2019 | $245,960▲6.9% | $178,131▲4.6% | $2,790,765▲2.6% | $2,790,765▲2.6% | 990PF |
| 2018 | $230,029▲15.8% | $170,253▲7.0% | $2,720,436▲2.2% | $2,720,436▲2.2% | 990PF |
| 2017 | $198,707▼7.7% | $159,146▲72.3% | $2,660,660▲4.6% | $2,660,660▲4.6% | 990PF |
| 2015 | $215,319 | $92,384 | $2,543,096 | $2,543,096 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Robertson-finley Foundation (EIN 76-0598999) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.