ROSSMAN SCHOOL

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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

1917

Legal Domicile

Principal Officer

ELIZABETH C ZURLINDEN

Phone

3144345877

Tax Period

2023-07-01 to 2024-06-30

ROSSMAN SCHOOL, founded in 1917, is a mid-sized nonprofit that reported $14.2M in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.0M, a strong 49% operating margin.

Mission

PROVIDE A STRONG, WELL-BALANCED EDUCATION IN A NURTURING SCHOOL COMMUNITY COMMITTED TO EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $5,946,151 Revenue: $5,900,944

ROSSMAN OPERATES A CO-EDUCATIONAL, INDEPENDENT ELEMENTARY DAY SCHOOL FOR APPROXIMATELY 234 CHILDREN IN JUNIOR KINDERGARTEN THROUGH 6TH GRADE. THE SCHOOL IS COMMITTED TO EDUCATING CHILDREN WITH THE...

ROSSMAN OPERATES A CO-EDUCATIONAL, INDEPENDENT ELEMENTARY DAY SCHOOL FOR APPROXIMATELY 234 CHILDREN IN JUNIOR KINDERGARTEN THROUGH 6TH GRADE. THE SCHOOL IS COMMITTED TO EDUCATING CHILDREN WITH THE WILLINGNESS AND CAPABILITY TO BENEFIT FROM ITS PROGRAM REGARDLESS OF RACE, CREED OR ECONOMIC STATUS. HIGH AND CONSISTENT STANDARDS PROMOTE STUDENT RESPONSIBILITY FOR THE DEVELOPMENT OF A POSITIVE SELF-IMAGE AND THE REALIZATION OF EACH CHILD'S INTELLECTUAL, PHYSICAL, SOCIAL, EMOTIONAL AND CREATIVE POTENTIAL. ROSSMAN PLACES EMPHASIS ON THE CORE VALUES OF KINDESS, HONESTY, RESPECT AND RESPONSIBILITY. IT PROVIDES A STRONG, WELL-BALANCED EDUCATION IN A NURTURING SCHOOL COMMUNITY COMMITTED TO EXCELLENCE. THROUGH SHARED STANDARDS AND OPEN COMMUNICATION, PARENTS ARE ENGAGED AS PARTNERS IN THIS PROCESS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,425,466

Program Service Revenue $5,900,944

Investment Income $918,610

Other Revenue $-29,014

TOTAL REVENUE $14,216,006

Expense Breakdown

Grants Paid $408,075

Salaries & Benefits $4,477,011

Fundraising Expenses $410,415

Program Expenses $5,946,151

Other Expenses $2,310,917

TOTAL EXPENSES $7,196,003

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,216,006	$6,817,124	+1.1%
Expenses	$7,196,003	$6,695,828	+0.1%
Net Income	$7,020,003	$121,296	+56.9%

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

125

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

$437,314

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD D ALBRECHT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALICE M FLATH	VICE PRESIDENT/TREASURER	2.00	Officer Director	$0	$0	$0
JOSHUA D HAZAN	SECRETARY	2.00	Officer Director	$0	$0	$0
TED G WICKENHAUSER	ASST. SECRETARY	2.00	Officer Director	$0	$0	$0
ALI K HOGAN	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
QUINN T KILEY	PAST PRESIDENT	2.00	Director	$0	$0	$0
FARHAAN A AHMAD	TRUSTEE	2.00	Director	$0	$0	$0
WARREN C BERGQUIST	TRUSTEE	2.00	Director	$0	$0	$0
MEGHAN E GEARHART	TRUSTEE	2.00	Director	$0	$0	$0
JORDAN M GOODMAN	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY E JACOBY	TRUSTEE	2.00	Director	$0	$0	$0
R ALTON LACEY	TRUSTEE	2.00	Director	$0	$0	$0
JAMES M PENILLA	TRUSTEE	2.00	Director	$0	$0	$0
VASAVI A RAO	TRUSTEE	2.00	Director	$0	$0	$0
DAVID J ROJAS	TRUSTEE	2.00	Director	$0	$0	$0
NIMA R ROTHMEL	TRUSTEE	2.00	Director	$0	$0	$0
MERRICA A SCHELL	TRUSTEE	2.00	Director	$0	$0	$0
SAM C SCIORTINO	TRUSTEE	2.00	Director	$0	$0	$0
AMY STONE	TRUSTEE	2.00	Director	$0	$0	$0
ANUPAMA VALLALA	TRUSTEE	2.00	Director	$0	$0	$0
KATHRYN B WALTER	TRUSTEE	2.00	Director	$0	$0	$0
JULI M WILLEMAN	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH C ZURLINDEN	HEAD OF SCHOOL	50.00	Officer	$246,019	$29,280	$275,299
DONNA A PATE	DIRECTOR OF BUS. & FINANCE	50.00	Officer	$142,250	$19,765	$162,015
CATHLEEN WYCKOFF	DIRECTOR OF DEVELOPMENT	50.00	Highest	$114,153	$19,862	$134,015

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	No data	No data	No data	No data
2024	$14,216,006	$7,196,003	$40,172,624	$7,020,003
2023	$6,817,124	$6,695,828	$31,052,229	$121,296
2022	$6,691,057	$6,285,495	$29,306,020	$405,562
2021	$6,726,026	$6,282,987	$28,951,464	$443,039
2020	$5,794,763	$5,627,607	$25,040,387	$167,156
2019	$5,950,363	$5,817,551	$24,737,809	$132,812