Carole Robertson Center for Learning (EIN 362882124) - 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

1976

Legal Domicile

Principal Officer

Bela Mote

Phone

3122437300

Tax Period

2024-07-01 to 2025-06-30

Carole Robertson Center for Learning, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $40.7M in total revenue in fiscal year 2024. Expenses of $38.6M left a modest 5% surplus.

Mission

The Carole Robertson Center For Learning educates, enriches, and empowers children and families through comprehensive child and family development programs.

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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 $40,458,987

Program Service Revenue $57,330

Investment Income $204,122

Other Revenue $22,715

TOTAL REVENUE $40,743,154

Expense Breakdown

Grants Paid $6,911,478

Salaries & Benefits $22,479,567

Fundraising Expenses $866,722

Program Expenses $31,855,177

Other Expenses $9,236,032

TOTAL EXPENSES $38,627,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,743,154	$42,082,922	0.0%
Expenses	$38,627,077	$38,374,583	+0.0%
Net Income	$2,116,077	$3,708,339	-0.4%

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

436

Volunteers

223

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

$1,007,430

Total Directors

Key Employees

$160,721

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carter Culver	Board Chair	3.00	Officer Director	$0	$0	$0
Jessica Gaito	Board Vice Chair	3.00	Officer Director	$0	$0	$0
John Blasi	Treasurer	3.00	Officer Director	$0	$0	$0
Christine Brambila	Director	1.00	Director	$0	$0	$0
Contessa Houston	Director	1.00	Director	$0	$0	$0
Cornelia Grumman	Director	1.00	Director	$0	$0	$0
Dave Robertson	Director	1.00	Director	$0	$0	$0
John Smith	Director	1.00	Director	$0	$0	$0
Karen Salmon	Director	1.00	Director	$0	$0	$0
Kelsey Malnati Howell	Director	1.00	Director	$0	$0	$0
Kurt Mamon	Director	1.00	Director	$0	$0	$0
Larry Mages	Director	1.00	Director	$0	$0	$0
Margie McTigue	Director	1.00	Director	$0	$0	$0
Maribel Lopez	Director	1.00	Director	$0	$0	$0
Paul Foley	Director	1.00	Director	$0	$0	$0
Rani Morrison Williams	Director	1.00	Director	$0	$0	$0
Rya Smith	Director	1.00	Director	$0	$0	$0
Scott Ahlman	Director	1.00	Director	$0	$0	$0
Stefanie Kurse Curley	Director	1.00	Director	$0	$0	$0
Dianne Robertson Braddock	Honorary	0.00	Director	$0	$0	$0
Jamellah Braddock Ellis	Honorary	0.00	Director	$0	$0	$0
Bela Mote	Chief Executive Officer	40.00	Officer	$307,834	$18,470	$326,304
Sonja Crum Knight	Chief Program & Impact Off	40.00	Officer	$186,074	$11,279	$197,353
Chris Cannova	Chief Administrative Officer	40.00	Officer	$166,977	$16,450	$183,427
Laura Hool	Chief of Staff	40.00	Officer	$163,687	$9,965	$173,652
Paul DiCaro	Fiscal Services Compliance Officer	40.00	Officer	$126,694	$0	$126,694
Ashley Nazarak	VP of Program Scaling	40.00	Key Emp	$160,721	$0	$160,721
Meghan Helder	VP of Monitoring & Support	40.00	Highest	$128,505	$0	$128,505
Erica Rangel	Senior Director of Development	40.00	Highest	$112,829	$0	$112,829
Brenda Berman	Senior Dir of Program Marketing	40.00	Highest	$109,230	$0	$109,230
Julissa Cruz	VP of Community Based Advocacy	40.00	Highest	$108,858	$0	$108,858
Maria Alicia Rodriguez	Senior Director of Family Support & Engagement	40.00	Highest	$100,002	$0	$100,002

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	$40,743,154	$38,627,077	$27,408,700	$2,116,077
2024	No data	No data	No data	No data
2023	$38,832,513	$38,709,248	$19,521,331	$123,265
2022	$29,315,582	$27,034,815	$17,884,509	$2,280,767
2021	$18,327,901	$16,058,841	$14,277,174	$2,269,060
2020	$13,183,434	$11,659,295	$12,139,559	$1,524,139
2019	$11,729,651	$10,796,582	$9,322,504	$933,069
2018	$10,857,429	$10,202,603	$8,572,491	$654,826

Carole Robertson Center for Learning