ROXANA SCHOOLS EDUCATIONAL PARTNERSHIP INC (EIN 371344895) - 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

1995

Legal Domicile

Principal Officer

JAMES HERNDON

Phone

6182547544

Tax Period

2025-01-01 to 2025-12-31

ROXANA SCHOOLS EDUCATIONAL PARTNERSHIP INC, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $54K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Expenses of $49K left a modest 11% surplus.

Mission

CONTINUING EDUCATION GRANTS TO STUDENTS OF DISTRICT

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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 (2025)

Revenue Breakdown

Contributions & Grants $54,421

Program Service Revenue $0

Investment Income $31

Other Revenue $0

TOTAL REVENUE $54,452

Expense Breakdown

Grants Paid $48,120

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,120

Other Expenses $560

TOTAL EXPENSES $48,680

Year-over-Year Comparison

	2025	2024	Change
Revenue	$54,452	$60,809	-0.1%
Expenses	$48,680	$58,116	-0.2%
Net Income	$5,772	$2,693	+1.1%

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

Total Directors

$416,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES R HERNDON	PRESIDENT	2.00	Officer Director	$0	$0	$0
RANDALL ROBERTS	TREAS	0.00	Officer Director	$0	$0	$0
MARTY REYNOLDS	DIRECTOR	0.00	Director	$0	$0	$0
DEB KREUTZTRAGER	DIRECTOR	0.00	Director Highest	$0	$0	$228,420
STEVE OERTLE	DIRECTOR	0.00	Director Highest	$0	$0	$187,960
JIM SMITH	DIRECTOR	0.00	Director	$0	$0	$0
JOHN HERNDON	V.P.	0.00	Officer Director	$0	$0	$0
DONNA KARPAN	SECRETARY	0.00	Director	$0	$0	$0
PAT DEVENING	DIRECTOR	0.00	Director	$0	$0	$0
TAMARA STECKEL	BUSINESS MANAGER	0.00	Highest	$0	$0	$197,519
MICHAEL AMBUEHL	PRINCIPAL	0.00	Highest	$0	$0	$139,290
LAURA BALLAD	SP ED DIRECTOR	0.00	Highest	$0	$0	$171,247
JASON DANDURAND	PRINCIPAL	0.00	Highest	$0	$0	$174,640
DAVID OESTREICH	PRINCIPAL	0.00	Highest	$0	$0	$137,947

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	$54,452	$48,680	$41,339	$5,772
2024	$60,809	$58,116	$35,567	$2,693
2023	$46,763	$51,288	$32,874	$-4,525
2022	$116,993	$109,516	$37,399	$7,477
2021	$32,820	$31,363	$29,922	$1,457
2020	$28,442	$24,995	$28,465	$3,447
2019	$35,329	$56,276	$25,018	$-20,947
2018	$36,476	$32,822	$45,965	$3,654

ROXANA SCHOOLS EDUCATIONAL PARTNERSHIP INC