ROCHESTER EDUCATION ASSOCIATION (EIN 237125441) - 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

1976

Legal Domicile

Principal Officer

VINCE WAGNER

Phone

5072885409

Tax Period

2024-09-01 to 2025-08-31

ROCHESTER EDUCATION ASSOCIATION, founded in 1976, is a small nonprofit in the Employment sector that reported $272K in total revenue in fiscal year 2024. Net assets of $692K represent 31 months of operating reserves.

Mission

OUR MISSION IS TO BE A STRONG, DYNAMIC, PROFESSIONAL ASSOCIATION THAT SUPPORTS ITS MEMBERS IN LEADING THE PURSUIT OF EDUCATIONAL EXCELLENCE.

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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 $14,073

Program Service Revenue $236,817

Investment Income $20,776

Other Revenue $0

TOTAL REVENUE $271,666

Expense Breakdown

Grants Paid $4,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,577

Other Expenses $284,886

TOTAL EXPENSES $289,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,666	$269,729	+0.0%
Expenses	$289,836	$270,440	+0.1%
Net Income	$-18,170	$-711	+24.6%

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

100

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
MICHELLE BACON	ED MN GOV BO	1.00	Director	$0	$0	$0
AMY CAMPBELL	MEMBERSHIP R	2.00	Director	$0	$0	$0
SIMON GLASER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CASSIDY HARMON	SPECIAL AREA	1.00	Director	$0	$0	$0
JOHN HAUG	TREASURER	5.00	Officer Director	$0	$0	$0
HEATHER HERMAN	ELEMENTARY R	1.00	Director	$0	$0	$0
JACOB JOHNSON	GOV RELATION	2.00	Director	$0	$0	$0
MALACHI JOHNSON	EMPLOY OF CO	1.00	Director	$0	$0	$0
PEGGY KRASKE	HIGH SCHOOL	1.00	Director	$0	$0	$0
MELANIE KULMESHKENOVA	MIDDLE SCHOO	1.00	Director	$0	$0	$0
PATRICK MANANSALA	ELEMENTARY R	1.00	Director	$0	$0	$0
JAMES MCCORMICK	PROFESSIONAL	1.00	Director	$0	$0	$0
IAN NAATZ	EMPL OF COLO	1.00	Director	$0	$0	$0
CURT ROCK	ED MN FIELD	1.00	Director	$0	$0	$0
CARRIE SPARKS	SECRETARY	2.00	Officer Director	$0	$0	$0
VINCE WAGNER	PRESIDENT	40.00	Officer Director	$0	$0	$0
MO WILLAERT	STUDENT SUPP	1.00	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
2025	$271,666	$289,836	$704,591	$-18,170
2024	$269,729	$270,440	$915,587	$-711
2023	$260,908	$294,917	$811,941	$-34,009
2022	$226,466	$241,806	$915,835	$-15,340
2021	$235,595	$217,065	$764,993	$18,530
2020	$244,013	$221,515	$907,833	$22,498
2019	$249,786	$214,054	$1,097,569	$35,732

ROCHESTER EDUCATION ASSOCIATION