ROBI CHARLOTTE R ROBINSON TRUST 352 TURNPIKE ROAD SUITE 210

EIN: 046054196

SOUTHBOROUGH, MA

Total Revenue
$73,811
Total Expenses
$30,150
Total Assets
$963,804
Net Assets
$963,804
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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
1913
Legal Domicile
MA
Principal Officer
ALAN J MCDONALD
Phone
5084812211
Tax Period
2024-01-01 to 2024-12-31

ROBI CHARLOTTE R ROBINSON TRUST 352 TURNPIKE ROAD SUITE 210, founded in 1913, is a micro nonprofit that reported $74K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 59% operating margin.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $73,811
Other Revenue $0
TOTAL REVENUE $73,811

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $30,150
TOTAL EXPENSES $30,150

Year-over-Year Comparison

2024 2023 Change
Revenue $73,811 $48,698 +0.5%
Expenses $30,150 $15,623 +0.9%
Net Income $43,661 $33,075 +0.3%
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

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Governance

Voting Members
3
Independent Members
1
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HELEN C UHLMAN TRUSTEE 1.00
Director
$0 $0 $0
ALAN J MCDONALD TRUSTEE 1.00
Director
$0 $0 $0
TIMOTHY G MCDONALD TRUSTEE 1.00
Director
$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
2024 $73,811 $30,150 $963,804 $43,661
2023 $48,698 $15,623 $920,143 $33,075
2022 $30,491 $17,381 $887,068 $13,110
2021 $88,335 $15,545 $873,958 $72,790
2020 $55,568 $14,039 $801,168 $41,529
2019 $33,440 $13,345 $759,639 $20,095
2018 $44,539 $13,094 $739,544 $31,445
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