RTA Incorporated (EIN 060768741) - 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

1961

Legal Domicile

Principal Officer

Patrick Gaughen

Phone

7817831761

Tax Period

2024-07-01 to 2025-06-30

RTA Incorporated, founded in 1961, is a small nonprofit that reported $809K in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $166K, a strong 21% operating margin.

Mission

To provide structured programs of intellectual inquiry and personal development for students of Yale University focusing on topics of intellectual, political or cultural importance.

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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 $91,873

Program Service Revenue $1,605

Investment Income $715,060

Other Revenue $0

TOTAL REVENUE $808,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,259

Fundraising Expenses $35,114

Program Expenses $544,255

Other Expenses $528,385

TOTAL EXPENSES $642,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$808,538	$385,177	+1.1%
Expenses	$642,644	$636,125	+0.0%
Net Income	$165,894	$-250,948	-1.7%

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

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

$85,322

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Petela	Administrator	30.00	Officer	$85,322	$0	$85,322
Timeica Bethel	Director	1.00	Director	$0	$0	$0
John Towers	Director	1.00	Director	$0	$0	$0
Elizabeth Asai	Director	1.00	Director	$0	$0	$0
Neil Breyer	Director	1.00	Director	$0	$0	$0
James Burke	Director	1.00	Director	$0	$0	$0
Douglas Tingey	Director	1.00	Director	$0	$0	$0
Kimberly Gahan	Director	1.00	Director	$0	$0	$0
Billie Gastic Rosado	Director	1.00	Director	$0	$0	$0
Andrew Klaber	President	5.00	Officer Director	$0	$0	$0
Gavin Campbell	Building & Facilities	5.00	Officer Director	$0	$0	$0
Francesco Spirli	Technology	1.00	Officer Director	$0	$0	$0
Richard Powers	Investment Chair	1.00	Officer	$0	$0	$0
Patrick Gaughen	Treasurer	2.00	Officer	$0	$0	$0
Abigail Elder	Secretary	2.00	Officer	$0	$0	$0
Jon McBride	Long Term Planning	1.00	Officer	$0	$0	$0
Muhammed Saleh	Long Term Planning	1.00	Officer	$0	$0	$0
Marvin Blakely	Long Term Planning	1.00	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	$808,538	$642,644	$17,071,890	$165,894
2024	$385,177	$636,125	$16,900,831	$-250,948
2023	$586,379	$622,653	$17,146,085	$-36,274
2022	$1,662,223	$608,817	$17,182,221	$1,053,406
2021	$1,991,711	$575,657	$16,127,481	$1,416,054
2020	$1,407,794	$476,891	$14,711,673	$930,903

RTA Incorporated