Ross Institute (EIN 010880911) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Phone

6319075102

Tax Period

2023-07-01 to 2024-06-30

Ross Institute, founded in 1993, is a mid-sized nonprofit that reported $23.2M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $30.2M exceeded revenue, resulting in a 30% operating deficit.

Mission

To change the way education meets the future through leadership & engaging the global community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $616,764

Program Service Revenue $22,330,430

Investment Income $143,862

Other Revenue $120,943

TOTAL REVENUE $23,211,999

Expense Breakdown

Grants Paid $3,364,032

Salaries & Benefits $13,092,795

Fundraising Expenses $57,208

Program Expenses $27,320,118

Other Expenses $13,765,260

TOTAL EXPENSES $30,222,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,211,999	$28,637,193	-0.2%
Expenses	$30,222,087	$34,118,336	-0.1%
Net Income	$-7,010,088	$-5,481,143	+0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

290

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

$218,680

Total Directors

Key Employees

$563,437

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brett McGonegal	Co-Chairperson (part year), Trustee	1.0	Officer Director	$0	$0	$0
Emily Tisch Sussman	Trustee, Chair	1.0	Officer Director	$0	$0	$0
John Collier	Co-Chairperson (part year), Trustee	1.0	Officer Director	$0	$0	$0
John Papp	Trustee, Secretary	1.0	Officer Director	$0	$0	$0
Lee Feldman	Treasurer	1.0	Officer Director	$0	$0	$0
Nicole Ross Eloff	President	20.0	Officer Director	$0	$0	$0
Alexandra Fairweather	Trustee	1.0	Director	$0	$0	$0
Ali Pratt	Trustee, PA President	1.0	Director	$0	$0	$0
Ann Stewart	Trustee, PA President	1.0	Director	$0	$0	$0
Christina DiDonna	Trustee	1.0	Director	$0	$0	$0
Christina Galesi Grant	Trustee	1.0	Director	$0	$0	$0
Genie Egerton-Warbuton	Trustee	1.0	Director	$0	$0	$0
Jay Schneiderman	Trustee	1.0	Director	$0	$0	$0
Jeremy Whelan	Trustee	1.0	Director	$0	$0	$0
Lisa Frohlich	Trustee	1.0	Director	$0	$0	$0
Martial Toussaint	Trustee	1.0	Director	$0	$0	$0
Peter Tessler	Trustee	1.0	Director	$0	$0	$0
Robert Eloff	Trustee	1.0	Director	$0	$0	$0
Samanthe Rubell	Trustee	1.0	Director	$0	$0	$0
Stephanie Schuman	Trustee	1.0	Director	$0	$0	$0
Valerie Vlacancich	CFO	50.0	Officer	$195,227	$23,453	$218,680
Thomas Sturtevant	Head of School	50.0	Key Emp	$442,718	$120,719	$563,437
Bryan Rosenberg	Head of Lower School	50.0	Highest	$159,845	$5,490	$165,335
Edoardo Tessaro	Tennis Pro	50.0	Highest	$145,941	$0	$145,941
Mark Foard	Head of Middle School	50.0	Highest	$137,116	$23,102	$160,218
Mark Frankel	Head of Upper School	50.0	Highest	$183,187	$33,358	$216,545
Vinicius Carmo	Director of Tennis	50.0	Highest	$142,367	$131	$142,498
Charles Abelmann	Former Head of School	0.0		$177,009	$0	$177,009

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	$23,211,999	$30,222,087	$53,604,772	$-7,010,088
2023	$28,637,193	$34,118,336	$60,786,215	$-5,481,143
2022	$24,615,491	$34,673,518	$63,989,493	$-10,058,027
2021	$23,703,181	$30,162,237	$73,051,147	$-6,459,056
2020	$28,509,388	$34,869,000	$77,304,133	$-6,359,612
2019	$40,415,467	$37,158,062	$85,038,859	$3,257,405
2018	$37,760,029	$38,268,063	$91,410,659	$-508,034

Ross Institute