SANTA ROSA ACADEMY FOUNDATION (EIN 320453825) - 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

2014

Legal Domicile

Principal Officer

DR ROBERT HENNINGS

Phone

9516722400

Tax Period

2024-07-01 to 2025-06-30

SANTA ROSA ACADEMY FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 18% operating margin.

Mission

TO SUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF SANTA ROSA ACADEMY, INC, A CALIFORNIA PUBLIC CHARTER SCHOOL.

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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 $127,176

Program Service Revenue $105,618

Investment Income $0

Other Revenue $18,498

TOTAL REVENUE $251,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153

Fundraising Expenses $0

Program Expenses $205,353

Other Expenses $205,200

TOTAL EXPENSES $205,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$251,292	$165,173	+0.5%
Expenses	$205,353	$148,729	+0.4%
Net Income	$45,939	$16,444	+1.8%

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

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

$263,326

Total Directors

$263,326

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROBERT HENNINGS	PRESIDENT	2.00	Officer Director	$0	$18,625	$263,326
JUDITH BOCK	MEMBER	2.00	Officer Director	$0	$0	$0
TERRY COLE	SCHOOL BOARD	2.00	Director	$0	$0	$0
ANA HAYES	MEMBER	2.00	Director	$0	$0	$0
JASON KIMES	MEMBER	2.00	Director	$0	$0	$0
RICHARD QUESADA	TRUSTEE/DIRE	2.00	Director	$0	$0	$0
ALEXANDRA L SILVA	MEMBER	2.00	Director	$0	$0	$0
TAMMY VAVKEN-HYLTON	MEMBER	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	$251,292	$205,353	$201,440	$45,939
2024	$165,173	$148,729	$155,500	$16,444
2023	$23,793	$45,711	$135,484	$-21,918
2022	$42,962	$55,527	$154,725	$-12,565
2021	$38,187	$121,111	$179,940	$-82,924
2020	$73,261	$63,731	$262,864	$9,530
2019	$224,744	$164,944	$290,320	$59,800
2018	$229,781	$157,663	$229,640	$72,118

SANTA ROSA ACADEMY FOUNDATION