The James and Anne Robinson Foundation Inc (EIN 201761871) - 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

2003

Legal Domicile

Principal Officer

Jeffrey D Ring

Phone

4109951522

Tax Period

2021-01-01 to 2021-12-31

The James and Anne Robinson Foundation Inc, founded in 2003, is a micro nonprofit that reported $59K in total revenue in fiscal year 2021. Revenue surged 677% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 62% operating margin.

Mission

In 2021,the Foundation provided $4,040 to the Nature Center for the addition of a water fountain. It also paid entry fees for area Title I school field trips totaling $2,512.

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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 (2021)

Revenue Breakdown

Contributions & Grants $4,839

Program Service Revenue $0

Investment Income $54,614

Other Revenue $0

TOTAL REVENUE $59,453

Expense Breakdown

Grants Paid $8,809

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,809

Other Expenses $13,499

TOTAL EXPENSES $22,308

Year-over-Year Comparison

	2021	2020	Change
Revenue	$59,453	$7,654	+6.8%
Expenses	$22,308	$15,226	+0.5%
Net Income	$37,145	$-7,572	-5.9%

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

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
Jeffrey D Ring	Chairman	2.00	Director	$0	$0	$0
Eileen J Shields	Trustee	1.00	Director	$0	$0	$0
Mark D Raab	Trustee	1.00	Director	$0	$0	$0
Jeffrey T Agnor	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
2021	$59,453	$22,308	$1,286,630	$37,145
2020	$7,654	$15,226	$1,249,485	$-7,572
2018	$33,415	$24,849	$1,213,850	$8,566

The James and Anne Robinson Foundation Inc