THE ROBERTSON ASSOCIATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

BENJAMIN H JOHNSON

Phone

4344801491

Tax Period

2024-04-01 to 2025-03-31

THE ROBERTSON ASSOCIATION INC, founded in 1978, is a small nonprofit in the Recreation & Sports sector that reported $143K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $30K, a strong 21% operating margin.

Mission

THE ROBERTSON ASSOCIATION (TRA) IS AN ALL VOLUNTEER ORGANIZATION DEDICATED TO CAVER FELLOWSHIP AND TO CAVE RESEARCH, CONSERVATION, AND EDUCATION THROUGH CAVER RELATED ACTIVITIES AND GRANTS AWARDED TO CAVE RELATED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $64,562 Revenue: $86,795

ANNUAL OLD TIMERS REUNION (OTR); AN ANNUAL EVENT FOR THE CAVING COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,446

Program Service Revenue $86,795

Investment Income $10,233

Other Revenue $2,892

TOTAL REVENUE $143,366

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,562

Other Expenses $110,705

TOTAL EXPENSES $113,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,366	$161,075	-0.1%
Expenses	$113,705	N/A	N/A
Net Income	$29,661	$161,075	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM BROWN	PRESIDENT	15.00	Officer Director	$0	$0	$0
BEN MIRABILE	OVP	15.00	Officer Director	$0	$0	$0
LOR WINDLE	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
BILL BRADWELL	TRUSTEE	5.00	Director	$0	$0	$0
SHARON BRINKMAN-WINDLE	TRUSTEE	1.00	Director	$0	$0	$0
KELLEY DEEM	TRUSTEE	1.00	Director	$0	$0	$0
JIM FORSYTHE	TRUSTEE	5.00	Director	$0	$0	$0
CHRIS KRAMER-HARNAGE	TRUSTEE	5.00	Director	$0	$0	$0
SARAH MOSBERG	TRUSTEE	5.00	Director	$0	$0	$0
MIKE OATNEY	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN OWENS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SHACKELFORD	TRUSTEE	5.00	Director	$0	$0	$0
CHARLIE WILLIAMS	TRUSTEE	5.00	Director	$0	$0	$0
TOM WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID AKERS	TRUSTEE	1.00	Director	$0	$0	$0
RICH GEISLER	TRUSTEE	1.00	Director	$0	$0	$0
NORMA DEE PEACOCK	TRUSTEE	10.00	Director	$0	$0	$0
BUD SHAW	TRUSTEE	1.00	Director	$0	$0	$0
JOHN VITELA	AVP	10.00	Officer	$0	$0	$0
PAT CUTTIER	TREASURER	15.00	Officer	$0	$0	$0
SCOTT BAKER	MEMPERSHIP SECRETARY	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$143,366	$113,705	$607,514	$29,661
2024	$161,075	$123,146	$572,487	$37,929
2023	$124,352	$103,668	$506,635	$20,684
2022	$39,553	$72,200	$502,291	$-32,647
2021	$21,834	$59,484	$531,468	$-37,650
2020	$177,584	$120,994	$512,875	$56,590