The Colen Family Charitable Trust (EIN 836802589) - 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

2019

Legal Domicile

Phone

3523877492

Tax Period

2023-04-01 to 2024-03-31

The Colen Family Charitable Trust, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.3M in total revenue in fiscal year 2023. The organization ran a surplus of $2.7M, a strong 29% operating margin.

Mission

The Colen Family Charitable Trust exists to empower passionate learners capable of making the best decisions for themselves and for the society in which they live. The Colen Family Charitable Trust succeeds in this mission through its work with the Ina A. Colen Academy, providing quality education and materials to students K-8, as well as teachers and principals in public, independent and charter schools.

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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 $2,013,019

Program Service Revenue $3,678,926

Investment Income $3,407,013

Other Revenue $238,059

TOTAL REVENUE $9,337,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,779,652

Fundraising Expenses $0

Program Expenses $6,290,021

Other Expenses $3,853,332

TOTAL EXPENSES $6,632,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,337,017	N/A	N/A
Expenses	$6,632,984	N/A	N/A
Net Income	$2,704,033	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

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

$175,954

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca Rogers	Executive Dir	25.00	Officer	$86,424	$3,106	$175,954
Autumn Barfield	Controller	20.00		$61,800	$14,288	$137,888
Vanessa Tillis Baxley	Principal	40.00		$82,592	$18,569	$101,161
Kenneth D Colen	Trustee	20.00	Officer Director	$0	$0	$0
Kay Fleischaker	Academy Direct.	0.50	Director	$0	$0	$0
Robert Colen	Academy Direct.	0.50	Director	$0	$0	$0
Janet W Behnke	Academy Direct.	0.50	Director	$0	$0	$0
Harvey C Taub MD	Academy Direct.	0.50	Director	$0	$0	$0
Dr Sukhbir K Nijher	Academy Direct.	0.50	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
2024	$9,337,017	$6,632,984	$211,606,620	$2,704,033

The Colen Family Charitable Trust