CARTE BLANCHE CHARITABLE FOUNDATION (EIN 990958606) - 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

2024

Legal Domicile

Principal Officer

SOFIA RAKELL

Phone

6176306900

Tax Period

2024-01-09 to 2024-12-31

CARTE BLANCHE CHARITABLE FOUNDATION, founded in 2024, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $526K in total revenue in fiscal year 2024. The organization ran a surplus of $289K, a strong 55% operating margin.

Mission

THE ORGANIZATION SEEKS TO SUPPORT CAUSES THAT PROTECT THE ENVIRONMENT, ENRICH COMMUNITIES, AND TO CREATE A THRIVING WORLD THAT FOSTERS COMPASSION AND DIVERSITY. THIS IS ACCOMPLISHED BY SUPPORTING OTHER PUBLIC CHARITIES, PROVIDING EDUCATIONAL GRANTS TO INDIVIDUALS, GRANTS THAT SUPPORT ARTISTIC AND OTHER ACHIEVEMENTS, AND PROVIDING EMERGENCY RELIEF AND SUPPORT FOR INDIDUALS AND FAMILIES IN CRISIS WHO ARE IN NEED OF FOOD, SHELTER, MEDICAL CARE, OR OTHER ESSENTIALS.

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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 $525,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $525,500

Expense Breakdown

Grants Paid $221,710

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $221,710

Other Expenses $14,598

TOTAL EXPENSES $236,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$525,500	N/A	N/A
Expenses	$236,308	N/A	N/A
Net Income	$289,192	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

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	Role	Reportable Comp	Other Comp	Total
SOFIA CASTILLO RAKELL	PRESIDENT, SECRETARY & DIRECTOR	Officer Director	$0	$0	$0
BONNIE HUDSON	TREASURER & EXECUTIVE DIRECTOR	Officer Director	$0	$0	$0
HYTHEM EL NAZER	DIRECTOR	Director	$0	$0	$0
JACQUELINE BEZJON	DIRECTOR	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	$525,500	$236,308	$289,192	$289,192

CARTE BLANCHE CHARITABLE FOUNDATION