CARDEN EDUCATIONAL FOUNDATION (EIN 136116178) - 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

1962

Legal Domicile

Principal Officer

JENNIFER ROYSE

Phone

8435350090

Tax Period

2023-01-01 to 2023-12-31

CARDEN EDUCATIONAL FOUNDATION, founded in 1962, is a small nonprofit in the Education sector that reported $192K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $258K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO WRITE, PUBLISH & SELL CARDEN EDUCATIONAL PUBLICATIONS & MATERIALS, CONDUCT TEACHER TRAINING COURSES & CLASSROOM VISITATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $50,227

Program Service Revenue $16,910

Investment Income $29,013

Other Revenue $95,370

TOTAL REVENUE $191,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,137

Fundraising Expenses $0

Program Expenses $201,616

Other Expenses $48,774

TOTAL EXPENSES $257,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,520	$208,825	-0.1%
Expenses	$257,911	$279,736	-0.1%
Net Income	$-66,391	$-70,911	-0.1%

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

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

$103,970

Total Directors

$132,816

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER L ROYSE	PRESIDENT & TREASURER	40.00	Officer Director	$81,731	$15,464	$97,195
WILLIAM ROYSE	BOARD MEMBER	1.00	Director	$28,846	$0	$28,846
KRISTIN RAO	VICE PRESIDENT & SECRETARY	5.00	Officer Director	$6,775	$0	$6,775
ANDREW L SCOTT CPA	BOARD MEMBER	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
2023	$191,520	$257,911	$1,218,873	$-66,391
2022	$208,825	$279,736	$1,299,717	$-70,911
2021	$312,813	$287,225	$1,354,842	$25,588
2020	$332,265	$307,935	$1,327,700	$24,330
2019	$955,335	$290,388	$1,302,306	$664,947
2018	$196,778	$275,609	$652,163	$-78,831

CARDEN EDUCATIONAL FOUNDATION