ROBERTS PLACE CHARITABLE FOUNDATION (EIN 843133866) - 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

Principal Officer

ROBERT BERRY

Phone

8102202047

Tax Period

2023-01-01 to 2023-12-31

ROBERTS PLACE CHARITABLE FOUNDATION, founded in 2019, is a micro nonprofit in the Housing & Shelter sector that reported $38K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $59K exceeded revenue, resulting in a 56% operating deficit.

Mission

MISSION IS TO PROVIDE COMMUNITY INDEPENDENT LIVING FOR ADULTS WITH SPECIAL NEEDS

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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 $37,814

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $37,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,535

Other Expenses $58,864

TOTAL EXPENSES $58,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,814	$33,812	+0.1%
Expenses	$58,864	$39,191	+0.5%
Net Income	$-21,050	$-5,379	+2.9%

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

N/A

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
JOHN BERRY	DIRECTOR	N/A	Officer Director	$0	$0	$0
RICHARD BERRY	DIRECTOR	N/A	Officer Director	$0	$0	$0
BRIAN P KRAUSE	DIRECTOR	N/A	Officer Director	$0	$0	$0
KELLY BERRY	SECRETARY	N/A	Officer	$0	$0	$0
KRIS BERRY	TREASURER	N/A	Officer	$0	$0	$0
ROBERT BERRY	PRESIDENT	N/A	Officer	$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	$37,814	$58,864	$376,477	$-21,050
2022	$33,812	$39,191	$397,527	$-5,379
2021	$20,535	$44,511	$402,906	$-23,976
2020	$441,551	$24,119	$417,457	$417,432
2019	$25	No data	$25	No data

ROBERTS PLACE CHARITABLE FOUNDATION