The Roosevelt Inc (EIN 451547365) - 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

2011

Legal Domicile

Principal Officer

Dave Berube

Phone

9076778490

Tax Period

2025-01-01 to 2025-12-31

The Roosevelt Inc, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $139K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $183K exceeded revenue, resulting in a 32% operating deficit.

Mission

Provide quality affordable housing to low-income, disabled persons residing in the Anchorage, Alaska area.

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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 $0

Program Service Revenue $138,426

Investment Income $242

Other Revenue $0

TOTAL REVENUE $138,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,111

Fundraising Expenses $0

Program Expenses $183,279

Other Expenses $168,168

TOTAL EXPENSES $183,279

Year-over-Year Comparison

	2025	2024	Change
Revenue	$138,668	$125,135	+0.1%
Expenses	$183,279	$198,602	-0.1%
Net Income	$-44,611	$-73,467	-0.4%

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

N/A

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
Dave Berube	President	0.50	Officer Director	$0	$0	$0
Melissa Bassham	Vice President	0.50	Officer Director	$0	$0	$0
Kyle Franshotlz	Director	0.50	Director	$0	$0	$0
Cheryl Charic	SecTreasure	0.50	Officer Director	$0	$0	$0
Abigail Gurgiolo	Board Member	0.50	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	$138,668	$183,279	$1,651,281	$-44,611
2024	$125,135	$198,602	$1,704,049	$-73,467
2023	$129,616	$169,592	$1,761,016	$-39,976
2022	$132,234	$166,633	$1,803,062	$-34,399
2021	$131,677	$155,021	$1,851,642	$-23,344
2020	$122,010	$235,675	$1,874,638	$-113,665
2019	$122,116	$155,989	$1,984,557	$-33,873
2018	$144,177	$154,834	$2,018,139	$-10,657

The Roosevelt Inc