CARTER ROBERTSON CHARITABLE (EIN 266302315) - 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

2008

Legal Domicile

Principal Officer

JENNIFER ROBERTSON

Phone

8175986922

Tax Period

2023-01-01 to 2023-12-31

CARTER ROBERTSON CHARITABLE, founded in 2008, is a micro nonprofit in the Education sector that reported $28K in total revenue in fiscal year 2023. Revenue fell 322% from the prior year — a significant decline worth monitoring.

Mission

THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.

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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 $9,075

Program Service Revenue $0

Investment Income $0

Other Revenue $-36,937

TOTAL REVENUE $-27,862

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $0

TOTAL EXPENSES $5,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-27,862	$12,548	-3.2%
Expenses	$5,000	$2,000	+1.5%
Net Income	$-32,862	$10,548	-4.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD BLAKLEY	ADVISOR	N/A	Director	$0	$0	$0
DAVID ROBERTSON	TRUSTEE	N/A	Director	$0	$0	$0
JENNIFER ROBERTSON	TRUSTEE	N/A	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
2023	$-27,862	$5,000	$13,898	$-32,862
2022	$12,548	$2,000	$46,761	$10,548
2021	$16,385	$9,000	$36,212	$7,385
2020	$-2,008	$5,500	$28,827	$-7,508
2019	$16,288	$7,500	$36,335	$8,788
2018	$30,751	$7,500	$27,547	$23,251

CARTER ROBERTSON CHARITABLE