ANDREW S RODDICK FOUNDATION INC (EIN 200014500) - 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

JAIME GARCIA

Phone

5122981955

Tax Period

2023-01-01 to 2023-12-31

ANDREW S RODDICK FOUNDATION INC, founded in 2003, is a community nonprofit in the Youth Development sector that reported $2.4M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Net assets of $8.8M represent 43 months of operating reserves.

Mission

TO WORK WITH THE COMMUNITY TO EXPAND OPPORTUNITIES FOR YOUNG PEOPLE TO LEARN, THRIVE, AND SUCCEED.

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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 $1,865,390

Program Service Revenue $0

Investment Income $391,226

Other Revenue $181,138

TOTAL REVENUE $2,437,754

Expense Breakdown

Grants Paid $390,000

Salaries & Benefits $1,534,543

Fundraising Expenses $289,961

Program Expenses $2,001,471

Other Expenses $632,455

TOTAL EXPENSES $2,556,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,437,754	$2,924,718	-0.2%
Expenses	$2,556,998	$2,660,298	0.0%
Net Income	$-119,244	$264,420	-1.5%

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

350

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

$625,004

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY RODDICK	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DANA READ	TREASURER	1.00	Officer Director	$0	$0	$0
COURTNEY LEIBMAN	EXTERNAL RELATION COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
SLY MAJID	EXTERNAL RELATION COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
JON LOYENS	FUNDRAISING COMMITTEE CHAIR	1.00	Director	$0	$0	$0
ALBERT LI	GOVERNANCE COMMITTEE CHAIR	1.00	Director	$0	$0	$0
CHARLES THORNBURGH	PROGRAM COMMITTEE CHAIR	1.00	Director	$0	$0	$0
ADRIA SHETH	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICE PAIK	BOARD MEMBER	1.00	Director	$0	$0	$0
ELSA ZAMBRANO	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE JUMONVILLE	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
MANSOOR GHORI	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW KETTERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
DEIRDRE ANDERSON	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$124,012	$16,125	$140,137
JAIME GARCIA	CEO	40.00	Officer	$145,825	$16,759	$162,584
WYATT HARPER	CFO	40.00	Officer	$98,734	$9,126	$107,860
MARY RIGGS	CHIEF PROGRAM OFFICER	40.00	Officer	$102,554	$11,056	$113,610
BRIAN STEPHENS	CHIEF COMMUNICATIONS OFFICER	40.00	Officer	$89,510	$11,303	$100,813

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	No data	No data	No data	No data
2023	$2,437,754	$2,556,998	$9,093,369	$-119,244
2022	$2,924,718	$2,660,298	$8,685,586	$264,420
2021	$2,419,603	$2,471,167	$9,699,612	$-51,564
2020	$3,426,986	$1,740,441	$9,050,830	$1,686,545
2019	$2,898,686	$2,728,613	$7,405,445	$170,073
2018	$3,201,503	$2,434,128	$6,454,704	$767,375

ANDREW S RODDICK FOUNDATION INC