ROBERTSON RESEARCH INSTITUTE (EIN 800038127) - Form 990 Financial Analysis & Trantor Score

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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

2002

Legal Domicile

Principal Officer

JOEL ROBERTSON

Phone

9897998720

Tax Period

2025-01-01 to 2025-12-31

ROBERTSON RESEARCH INSTITUTE, founded in 2002, is a small nonprofit in the Health Care sector that reported $315K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year.

Mission

TO SAVE LIVES AND BETTER THE QUALITY OF LIFE THROUGH EDUCATIONAL ACTIVITIES, EDUCATIONAL MATERIALS, HEALTH RESEARCH AND THE APPLICATION AND INTEGRATION OF TECHNOLOGY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $314,702

Investment Income $0

Other Revenue $494

TOTAL REVENUE $315,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $17

Program Expenses $320,653

Other Expenses $336,364

TOTAL EXPENSES $336,364

Year-over-Year Comparison

	2025	2024	Change
Revenue	$315,196	$357,155	-0.1%
Expenses	$336,364	$391,882	-0.1%
Net Income	$-21,168	$-34,727	-0.4%

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

N/A

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
MARCUS DECKER	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE DECKER	DIRECTOR	N/A	Director	$0	$0	$0
VICKIE ROBERTSON	DIRECTOR	N/A	Director	$0	$0	$0
HEIDI ROBERTSON-DYKSTRA	DIRECTOR	N/A	Director	$0	$0	$0
BROOKE ROFF	DIRECTOR	N/A	Director	$0	$0	$0
JOEL ROBERTSON	CEO	N/A	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	$315,196	$336,364	$56,033	$-21,168
2024	$357,155	$391,882	$82,620	$-34,727
2023	$366,203	$350,470	$119,961	$15,733
2022	$224,098	$202,143	$97,875	$21,955

ROBERTSON RESEARCH INSTITUTE