ROBERTA'S HOUSE INC (EIN 260517415) - 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

2007

Legal Domicile

Principal Officer

ANNETTE R MARCH-GRIER

Phone

4104350500

Tax Period

2023-01-01 to 2023-12-31

ROBERTA'S HOUSE INC, founded in 2007, is a community nonprofit in the Human Services sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $3.7M left a modest 6% surplus.

Mission

ROBERTA'S HOUSE PROVIDES GRIEF COUNSELING SERVICES AND GRIEF AND LOSS INTERVENTION FOR INDIVIDUALS, SCHOOLS, PUBLIC SERVICE PROVIDERS AND ORGANIZATIONS. THE ORGANIZATION ALSO CONDUCTS GRIEF SUPPORT GROUPS AND EDUCATIONAL TRAINING PROGRAMS FOR ORGANIZATIONS, CHURCHES, AND HEALTHCARE PROVIDERS.

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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 $3,654,499

Program Service Revenue $66,687

Investment Income $142

Other Revenue $179,180

TOTAL REVENUE $3,900,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,650,330

Fundraising Expenses $9,297

Program Expenses $3,230,897

Other Expenses $2,018,363

TOTAL EXPENSES $3,668,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,900,508	$3,050,647	+0.3%
Expenses	$3,668,693	$3,328,795	+0.1%
Net Income	$231,815	$-278,148	-1.8%

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

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
ANNETTE R MARCH-GRIER	PRESIDENT	40.00	Officer Director	$0	$0	$0
MICHELLE R POWELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTOR C MARCH SR	TREASURER	1.00	Officer Director	$0	$0	$0
ERICH W MARCH	SECRETARY	1.00	Officer Director	$0	$0	$0
MILTON A DUGGER JR	CHAIRPERSON	1.00	Director	$0	$0	$0
NATHANIEL E JONES JR	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN T BARON	DIRECTOR	1.00	Director	$0	$0	$0
DR STEVEN SHARFSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
MONA ROCK	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA FARROW ESQ	DIRECTOR	1.00	Director	$0	$0	$0
DEANA ALBERT	DIRECTOR	1.00	Director	$0	$0	$0
DEIDRA HILL	DIRECTOR	1.00	Director	$0	$0	$0
WENDELL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA HAWKINS	DIRECTOR	40.00	Highest	$115,000	$0	$115,000

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
2024	No data	No data	No data	No data
2023	$3,900,508	$3,668,693	$21,163,375	$231,815
2022	$3,050,647	$3,328,795	$20,879,402	$-278,148
2021	$3,497,191	$2,872,746	$21,357,986	$624,445
2020	$2,817,139	$2,119,188	$22,669,255	$697,951
2019	$4,861,755	$2,264,936	$21,036,392	$2,596,819
2018	$3,159,924	$1,873,925	$4,259,760	$1,285,999

ROBERTA'S HOUSE INC