ROBERTO CARCELEN FOUNDATION (EIN 471025316) - 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

2014

Legal Domicile

Principal Officer

MARCELO FREIRE

Phone

4255026809

Tax Period

2021-01-01 to 2021-12-31

ROBERTO CARCELEN FOUNDATION, founded in 2014, is a small nonprofit in the International Affairs sector that reported $211K in total revenue in fiscal year 2021. Revenue surged 24751% from the prior year, signaling strong growth momentum. Expenses of $199K left a modest 6% surplus.

Mission

THE ROBERTO CARCELEN FOUNDATION AIMS TO PROVIDE CHILDREN FROM LATIN AMERICA THE ABILITY TO ACHIEVE LONG LASTING CHANGE IN THEIR LIVES AND COMMUNITIES THROUGH EDUCATION IN TECHNOLOGY, ENGLISH PROFICIENCY AND OLYMPIC SPORTS VALUES. WE BELIEVE EDUCATION IS THE KEY TO A LIFETIME OF SUCCESS AND THE ERADICATION OF POVERTY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,219

Program Service Revenue $0

Investment Income $0

Other Revenue $210,018

TOTAL REVENUE $211,237

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,621

Fundraising Expenses $0

Program Expenses $198,593

Other Expenses $159,972

TOTAL EXPENSES $198,593

Year-over-Year Comparison

	2021	2020	Change
Revenue	$211,237	$850	+247.5%
Expenses	$198,593	$2,758	+71.0%
Net Income	$12,644	$-1,908	-7.6%

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

$38,620

Total Directors

$38,620

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCELO FREIRE	CO-FOUNDER	15.00	Officer Director	$19,310	$0	$19,310
ROBERTO CARCELEN	CO-FOUNDER	15.00	Officer Director	$19,310	$0	$19,310

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
2021	$211,237	$198,593	$11,286	$12,644

ROBERTO CARCELEN FOUNDATION