ROADS EDUCATION ORGANIZATION (EIN 270862011) - 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

2009

Legal Domicile

Principal Officer

JAYNA GASKELL

Phone

5306364362

Tax Period

2023-07-01 to 2024-06-30

ROADS EDUCATION ORGANIZATION, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $11.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $10.6M left a modest 6% surplus.

Mission

TO ENABLE STUDENTS TO ACCOMPLISH THEIR EDUCATIONAL GOALS.

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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 $11,189,312

Program Service Revenue $0

Investment Income $104,981

Other Revenue $14,737

TOTAL REVENUE $11,309,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,564,466

Fundraising Expenses $0

Program Expenses $9,181,974

Other Expenses $3,045,267

TOTAL EXPENSES $10,609,733

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,309,030	$9,715,727	+0.2%
Expenses	$10,609,733	$9,442,559	+0.1%
Net Income	$699,297	$273,168	+1.6%

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

113

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

$412,514

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES R LEWIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TOM HALVORSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA E MARTEL	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
RALPH HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN SIEGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
OJ SUTHERLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
JAYNA GASKELL	EXECUTIVE DIRECTOR	40.00	Officer	$219,345	$54,962	$274,307
ELIZABETH JONES	CHIEF BUSINESS OFFICER	40.00	Officer	$102,708	$35,499	$138,207

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	No data	No data	No data	No data
2024	$11,309,030	$10,609,733	$7,674,233	$699,297
2023	$9,715,727	$9,442,559	$7,882,377	$273,168
2022	$9,557,306	$8,820,019	$5,118,097	$737,287
2021	$8,653,505	$7,876,140	$5,095,601	$777,365
2020	$8,436,127	$7,925,556	$3,955,238	$510,571
2019	$8,175,951	$7,954,419	$3,482,383	$221,532
2018	$7,012,137	$6,638,290	$2,052,212	$373,847

ROADS EDUCATION ORGANIZATION