NEW ROADS FOUNDATION (EIN 273166176) - 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

2011

Legal Domicile

Principal Officer

ERIC SCHMIDT

Phone

8668215034

Tax Period

2025-01-01 to 2025-12-31

NEW ROADS FOUNDATION, founded in 2011, is a community nonprofit in the Mental Health sector that reported $5.3M in total revenue in fiscal year 2025. Expenses of $5.2M left a modest 3% surplus.

Mission

TO HELP CREATE LIVES WORTH LIVING.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,222,007

Investment Income $12,884

Other Revenue $91,666

TOTAL REVENUE $5,326,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,125,019

Fundraising Expenses $0

Program Expenses $4,240,763

Other Expenses $2,029,076

TOTAL EXPENSES $5,154,095

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,326,557	N/A	N/A
Expenses	$5,154,095	N/A	N/A
Net Income	$172,462	N/A	N/A

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

$910,768

Total Directors

$413,477

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC SCHMIDT	BOARD CHAIR	40.00	Officer Director	$280,000	$8,569	$288,569
KATY SANCHEZ	CFO	40.00	Officer	$149,309	$36,206	$185,515
ANTHONY LEE	NURSE PRACTI	40.00	Highest	$137,200	$24,232	$161,432
RACHEL SCHMIDT	SECRETARY &	40.00	Officer Director	$102,960	$21,948	$124,908
BRAD HIEB	CHIEF RESIDE	40.00	Officer	$120,414	$3,740	$124,154
KATIE KENNEDY	CHIEF BILLIN	40.00	Officer	$99,587	$5,667	$105,254
MEGAN VERNON	CHIEF CLINIC	40.00	Officer	$82,368	$0	$82,368
ADAM COHEN	CO-TREASURER	1.00	Director	$0	$0	$0
CHRIS JAMES	CO-TREASURER	1.00	Director	$0	$0	$0
MARK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ROBINSON	DIRECTOR	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	$5,326,557	$5,154,095	$5,488,092	$172,462

NEW ROADS FOUNDATION