ROBERTSON COUNTY SCHOOLS FOUNDATION (EIN 861055228) - 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

2003

Legal Domicile

Principal Officer

Anita Robertson

Phone

6152021374

Tax Period

2025-01-01 to 2025-12-31

ROBERTSON COUNTY SCHOOLS FOUNDATION, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $35K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $33K left a modest 7% surplus.

Mission

The foundation shall operate as a tax-exempt charity benefiting the needs of Robertson County Schools in Tennessee and their 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 (2025)

Revenue Breakdown

Contributions & Grants $18,666

Program Service Revenue $0

Investment Income $0

Other Revenue $16,583

TOTAL REVENUE $35,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,691

Other Expenses $32,722

TOTAL EXPENSES $32,722

Year-over-Year Comparison

	2025	2024	Change
Revenue	$35,249	$38,442	-0.1%
Expenses	$32,722	$52,539	-0.4%
Net Income	$2,527	$-14,097	-1.2%

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
Sheila Clinard	Director	1	Director	$0	$0	$0
Nancy Williams	Director	0.5	Director	$0	$0	$0
Shirley Whitley	President	1	Officer	$0	$0	$0
William Locke	Vice President	1	Officer	$0	$0	$0
Anita Robertson	Treasurer	10	Officer Key Emp	$0	$0	$0
Bobby Potter	Secretary	1	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
2025	$35,249	$32,722	$36,770	$2,527
2024	$38,442	$52,539	$34,243	$-14,097
2023	$63,388	$61,515	$48,340	$1,873
2022	$61,402	$52,299	$46,467	$9,103
2021	$60,468	$34,542	$37,364	$25,926
2020	$25,153	$40,004	$11,438	$-14,851
2019	$395,884	$568,844	$26,289	$-172,960
2018	$366,042	$312,976	$199,249	$53,066

ROBERTSON COUNTY SCHOOLS FOUNDATION