ROOSEVELT HIGH SCHOOL FOUNDATION (EIN 421239735) - 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

1984

Legal Domicile

Principal Officer

DAVE DYKSTRA

Phone

5156642020

Tax Period

2024-09-01 to 2025-08-31

ROOSEVELT HIGH SCHOOL FOUNDATION, founded in 1984, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 82% operating margin.

Mission

THE ROOSEVELT HIGH SCHOOL FOUNDATION IS ORGANIZED FOR EDUCATIONAL PURPOSES IN ORDER TO ADVANCE, SUPPORT, AND ASSIST IN THE DEVELOPMENT AND GROWTH OF THE STUDENTS AND FACULTY AT ROOSEVELT HIGH 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 $1,724,083

Program Service Revenue $0

Investment Income $84,182

Other Revenue $0

TOTAL REVENUE $1,808,265

Expense Breakdown

Grants Paid $184,963

Salaries & Benefits $94,041

Fundraising Expenses $149

Program Expenses $195,738

Other Expenses $47,828

TOTAL EXPENSES $326,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,808,265	$895,690	+1.0%
Expenses	$326,832	$1,308,539	-0.8%
Net Income	$1,481,433	$-412,849	-4.6%

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

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

$83,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE DYKSTRA	PRESIDENT	10.00	Officer Director	$0	$0	$0
ZACH STUBBS	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
KELLY CALDBECK	SECRETARY	5.00	Officer Director	$0	$0	$0
DANIELLE ROECKER	TREASURER	8.00	Officer Director	$0	$0	$0
NATE NIELSEN	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
HALEIGH BIANCALANA	DIRECTOR	0.50	Director	$0	$0	$0
BRYAN HUGGINS	DIRECTOR	0.50	Director	$0	$0	$0
BETSY MITCHELL	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER WELCH PURI	DIRECTOR	0.50	Director	$0	$0	$0
TATUM CLAYBURN	DIRECTOR	0.50	Director	$0	$0	$0
DR HUGH HAMMOND	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM BLAKELY	DIRECTOR	0.50	Director	$0	$0	$0
NIKKOL JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
JESSI GOODSELL	DIRECTOR	0.50	Director	$0	$0	$0
ANITA VANLO	DIRECTOR	0.50	Director	$0	$0	$0
KATIE GIBSON OVERBY	DIRECTOR	0.50	Director	$0	$0	$0
SARAH STEWARD	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW BAILEY	DIRECTOR	0.50	Director	$0	$0	$0
JASON EGGE	DIRECTOR	0.50	Director	$0	$0	$0
MARIANELA BLANCO	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS DIEBEL	EXECUTIVE DIRECTOR	40.00	Officer	$83,000	$0	$83,000

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	$1,808,265	$326,832	$3,352,029	$1,481,433
2024	$895,690	$1,308,539	$1,521,627	$-412,849
2023	$556,139	$323,069	$1,625,637	$233,070
2022	$2,396,789	$2,206,589	$1,355,591	$190,200
2021	$534,163	$405,317	$1,218,309	$128,846

ROOSEVELT HIGH SCHOOL FOUNDATION