ROBERT N CARSON 1 (EIN 236205871) - 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

1907

Legal Domicile

Phone

4128076049

Tax Period

2024-01-01 to 2024-12-31

ROBERT N CARSON 1, founded in 1907, is a small nonprofit that reported $280K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. Net assets of $8.2M represent 351 months of operating reserves.

Mission

FINANCIAL SUPPORT OF THE CARSON VALLEY SCHOOL

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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 $280,366

Other Revenue $0

TOTAL REVENUE $280,366

Expense Breakdown

Grants Paid $139,129

Salaries & Benefits $46,109

Fundraising Expenses $0

Program Expenses $148,351

Other Expenses $104,473

TOTAL EXPENSES $289,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,366	$151,303	+0.9%
Expenses	$289,711	$216,340	+0.3%
Net Income	$-9,345	$-65,037	-0.9%

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

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
JEFFREY IDLER	CO-TRUSTEE	1.0	Director	$0	$0	$0
PNC BANK N A	CO-TRUSTEE	10.0		$46,108	$0	$46,108

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	$280,366	$289,711	$8,202,422	$-9,345
2023	$151,303	$216,340	$8,226,283	$-65,037
2022	$393,755	$236,860	$8,284,991	$156,895
2021	$612,286	$390,072	$8,125,030	$222,214
2020	$873,102	$1,195,007	$7,905,155	$-321,905

ROBERT N CARSON 1