CHRISTINE CARLETON CHARITABLE TRUS… - Form 990 Financial Data

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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

1984

Legal Domicile

Phone

8004962583

Tax Period

2024-07-01 to 2025-06-30

CHRISTINE CARLETON CHARITABLE TRUST XXXXX1000, founded in 1984, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 210% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 52% operating margin.

Mission

FOR THE CONTINUING MAINTENANCE OF THE ROBERT A CARLETON STRENGTH OF MATERIALS LABORATORY AT COLUMBIA UNIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $1,014,720

The Carleton Laboratory relied on the allocation from these funds, not only for staffing and research support, but also for ongoing improvement and modernization of the laboratory facilities in...

The Carleton Laboratory relied on the allocation from these funds, not only for staffing and research support, but also for ongoing improvement and modernization of the laboratory facilities in conjunction with income from a number of applied testing projects. In parallel to efforts of the School of Engineering, the Laboratory has made significant progress on improving its aging core infrastructure. The Laboratory has focused specifically on the integration and commissioning of new experimental facilities for recently joined faculty, Professor Zhengbo Zou and Marianna Maiaru,

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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 $0

Program Service Revenue $0

Investment Income $2,533,950

Other Revenue $1,140

TOTAL REVENUE $2,535,090

Expense Breakdown

Grants Paid $938,353

Salaries & Benefits $270,061

Fundraising Expenses $0

Program Expenses $1,014,720

Other Expenses $2,988

TOTAL EXPENSES $1,211,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,535,090	$818,910	+2.1%
Expenses	$1,211,402	$1,150,228	+0.1%
Net Income	$1,323,688	$-331,318	-5.0%

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

N/A

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
N/A	TRUSTEE	2.0		$270,061	$0	$270,061

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	$2,535,090	$1,211,402	$25,161,288	$1,323,688
2024	$818,910	$1,150,228	$23,840,917	$-331,318
2023	$538,439	$1,217,407	$24,176,065	$-678,968
2022	$569,207	$1,225,671	$24,850,774	$-656,464
2021	$6,012,030	$1,163,429	$25,505,137	$4,848,601

CHRISTINE CARLETON CHARITABLE TRUST XXXXX1000