THE ROBERSON FOUNDATION (EIN 166333993) - 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

1990

Legal Domicile

Principal Officer

MICHAEL GRASSO

Phone

6077720660

Tax Period

2023-07-01 to 2024-06-30

THE ROBERSON FOUNDATION, founded in 1990, is a micro nonprofit in the Unknown sector that reported $99K in total revenue in fiscal year 2023. Revenue surged 222% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 62% operating margin.

Mission

TO PROVIDE FUNDING TO ROBERSON MUSEUM AND SCIENCE CENTER (A NON PROFIT CORPORATION WHOSE MISSION IT IS TO ADVANCE AND PROMOTE THE ARTS AND SCIENCES).

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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 $0

Program Service Revenue $0

Investment Income $98,546

Other Revenue $0

TOTAL REVENUE $98,546

Expense Breakdown

Grants Paid $37,919

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,919

Other Expenses $0

TOTAL EXPENSES $37,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,546	$30,597	+2.2%
Expenses	$37,919	$37,785	+0.0%
Net Income	$60,627	$-7,188	-9.4%

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	Role	Reportable Comp	Other Comp	Total
SALLY AKEL	TRUSTEE	Director	$0	$0	$0
DIANA BENZ	TRUSTEE	Director	$0	$0	$0
FRANK BERRISH	TRUSTEE	Director	$0	$0	$0
CAROLYN DEMTRAK	TRUSTEE	Director	$0	$0	$0
DONALD FRANCK	TRUSTEE	Director	$0	$0	$0
JUDITH MILLER	TRUSTEE	Director	$0	$0	$0
MATTHEW SALANGER	TRUSTEE	Director	$0	$0	$0
GLENN SMALL	TRUSTEE	Director	$0	$0	$0
MARCIA STEINBRECHER	TRUSTEE	Director	$0	$0	$0
ROBERT S ROBERSON	CHAIRMAN	Officer Director	$0	$0	$0
M BROOKE ROBERSON CUSHMAN	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$98,546	$37,919	$987,760	$60,627
2023	$30,597	$37,785	$925,032	$-7,188
2022	$62,817	$35,652	$888,245	$27,165
2021	$29,297	$35,171	$1,039,813	$-5,874
2020	$36,278	$34,524	$864,854	$1,754
2019	$57,810	$32,516	$891,530	$25,294
2018	$43,309	$41,877	$892,759	$1,432

THE ROBERSON FOUNDATION