ROCHESTER EDUCATION FOUNDATION INC (EIN 270132133) - 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

2005

Legal Domicile

Principal Officer

AMY STEIN

Phone

5852715790

Tax Period

2024-07-01 to 2025-06-30

ROCHESTER EDUCATION FOUNDATION INC, founded in 2005, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE PROGRAMS AND RESOURCES TO SUPPORT THE SUCCESS OF ROCHESTER CITY STUDENTS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,025,302

Program Service Revenue $0

Investment Income $14,845

Other Revenue $0

TOTAL REVENUE $1,040,147

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $272,272

Fundraising Expenses $34,674

Program Expenses $907,324

Other Expenses $763,713

TOTAL EXPENSES $1,046,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,040,147	$865,440	+0.2%
Expenses	$1,046,985	$796,011	+0.3%
Net Income	$-6,838	$69,429	-1.1%

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

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

$71,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY STEIN	EXECUTIVE DI	40.00	Officer	$71,762	$0	$71,762
DR EBONY CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
JULIE COOK	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
BOB HARTMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR SARA KELLY	DIRECTOR	2.00	Director	$0	$0	$0
SHEILA MONACHINO	TREASURER	2.00	Officer Director	$0	$0	$0
DR IAN MORTIMER	DIRECTOR	2.00	Director	$0	$0	$0
RICH PULVINO	DIRECTOR	2.00	Director	$0	$0	$0
KAMMARIA SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
ERIC STEINER	DIRECTOR	2.00	Director	$0	$0	$0
STACEY TRIEN	DIRECTOR	2.00	Director	$0	$0	$0
DR TYANA VELAZQUEZ-SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MARY BETH WALKER	DIRECTOR	2.00	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	$1,040,147	$1,046,985	$779,419	$-6,838
2024	$865,440	$796,011	$844,419	$69,429
2023	$202,563	$289,352	$564,331	$-86,789
2022	$566,644	$493,720	$647,078	$72,924
2021	$625,646	$441,855	$626,047	$183,791
2020	$444,536	$353,425	$434,334	$91,111
2019	$397,212	$366,793	$339,162	$30,419
2018	$379,340	$343,484	$300,632	$35,856

ROCHESTER EDUCATION FOUNDATION INC