Carole Robertson Center for Learning Foundation (EIN 331983552) - 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

2025

Legal Domicile

Principal Officer

Luis Gutierrez

Phone

3122437300

Tax Period

2024-07-01 to 2025-06-30

Carole Robertson Center for Learning Foundation, founded in 2025, is a small nonprofit in the Education sector that reported $168K in total revenue in fiscal year 2024. The organization ran a surplus of $168K, a strong 100% operating margin.

Mission

The Carole Robertson Center for Learning Foundation is intended to be organized and operated at all times exclusively for the charitable and educational purposes including but not limited to: financing, fundraising for, and donating annually to nonprofit organizations focused on educating, enriching, and empowering children and families through high-quality early childhood education and youth development programs in Chicago.

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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 $168,400

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $168,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $205

TOTAL EXPENSES $205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,400	N/A	N/A
Expenses	$205	N/A	N/A
Net Income	$168,195	N/A	N/A

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
Luis Gutierrez	President	1.00	Officer Director	$0	$0	$0
Marcy Mendenhall	Treasurer	1.00	Officer Director	$0	$0	$0
Deborah Moroney	Secretary	1.00	Officer Director	$0	$0	$0
John Blasi	Director	1.00	Director	$0	$0	$0
Carter Culver	Director	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
2025	$168,400	$205	$168,195	$168,195

Carole Robertson Center for Learning Foundation