MINNEAPOLIS THEODORE ROOSEVELT HIGH SCHOOL FOUNDAT (EIN 411927097) - 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

2000

Legal Domicile

Principal Officer

JOSE LUCIANO

Tax Period

2024-07-01 to 2025-06-30

MINNEAPOLIS THEODORE ROOSEVELT HIGH SCHOOL FOUNDAT, founded in 2000, is a small nonprofit in the Education sector that reported $273K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 23% operating margin.

Mission

GRANTS MADE TO MINNEAPOLIS THEODORE ROOSEVELT HIGH SCHOOLFOR EDUCATIONAL PURPOSES NOT FUNDED BY THE SCHOOL 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 (2024)

Revenue Breakdown

Contributions & Grants $154,243

Program Service Revenue $0

Investment Income $114,290

Other Revenue $4,187

TOTAL REVENUE $272,720

Expense Breakdown

Grants Paid $180,668

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,668

Other Expenses $29,529

TOTAL EXPENSES $210,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,720	$221,160	+0.2%
Expenses	$210,197	$306,282	-0.3%
Net Income	$62,523	$-85,122	-1.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE WILSON	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA HANSON PEDERSON	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTIAN LEDESMA	TRUSTEE	2.00	Director	$0	$0	$0
ALANNA MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
BRANDEN SANDERS	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN NUTTER	TRUSTEE	2.00	Director	$0	$0	$0
DAVID DAHLGREN	TRUSTEE	2.00	Director	$0	$0	$0
BEN PHILLIP	TRUSTEE	2.00	Director	$0	$0	$0
JAMES MCCOMAS-BUSSA	TRUSTEE	2.00	Director	$0	$0	$0
LAURA GRABER	TRUSTEE	2.00	Director	$0	$0	$0
ADAM FLANDERS	TRUSTEE	2.00	Director	$0	$0	$0
JOSE LUCIANO	PRESIDENT	5.00	Officer Director	$0	$0	$0
RYAN VOEKS	TREASURER	2.00	Officer 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	$272,720	$210,197	$1,549,273	$62,523
2024	$230,571	$306,282	$1,422,907	$-75,711
2023	$253,953	$170,112	$1,384,837	$83,841
2022	$185,228	$122,514	$1,298,548	$62,714
2021	$519,805	$124,125	$1,353,165	$395,680
2020	$247,383	$93,769	$957,485	$153,614
2019	$160,794	$96,242	$803,870	$64,552
2018	$116,942	$75,802	$739,318	$41,140

MINNEAPOLIS THEODORE ROOSEVELT HIGH SCHOOL FOUNDAT