ROCHESTER BEACON ACADEMY (EIN 454835348) - 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

2012

Legal Domicile

Principal Officer

BETH BRUNS

Phone

5072585351

Tax Period

2023-07-01 to 2024-06-30

ROCHESTER BEACON ACADEMY, founded in 2012, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 9% surplus.

Mission

TO PROVIDE A SAFE LEARNING ENVIRONMENT IN A SECONDARY SETTING.

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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 $2,526,778

Program Service Revenue $15,930

Investment Income $12,637

Other Revenue $180

TOTAL REVENUE $2,555,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,757,732

Fundraising Expenses $0

Program Expenses $2,001,113

Other Expenses $579,178

TOTAL EXPENSES $2,336,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,555,525	$2,360,959	+0.1%
Expenses	$2,336,910	$2,261,838	+0.0%
Net Income	$218,615	$99,121	+1.2%

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

$321,101

Total Directors

$232,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEANNE BREITENBACH	CHAIR	1.00	Officer Director	$0	$0	$0
DEAN FRANK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATE DULLARD GUSTAFSON	SECRETARY/CHAIR/TEACHER	40.00	Officer Director	$56,387	$11,030	$67,417
CHRISTINA PRUKA	TREASURER	1.00	Officer Director	$0	$0	$0
LORI ROGERS	DIRECTOR/TEACHER	40.00	Director	$50,944	$4,408	$55,352
BRENNA SALFI	DIRECTOR/TEACHER	40.00	Director	$62,092	$5,373	$67,465
ELISA VOELTZ	DIRECTOR/TEACHER	40.00	Director	$33,380	$8,476	$41,856
MELISSA GERADS	DIRECTOR	1.00	Director	$0	$0	$0
KHRISTIE CANO	DIRECTOR	1.00	Director	$0	$0	$0
TODD BARINGER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER REILING	EX OFFICIO/EXECUTIVE DIREC	40.00	Officer	$75,487	$14,178	$89,665
ELIZABETH BRUNS	EX OFFICIO/ADMINISTRATOR	40.00	Officer	$79,911	$12,943	$92,854
TRACI LAFERRIERE	EX OFFICIO/BUSINESS MANAGE	25.00	Officer	$66,200	$4,965	$71,165

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	$2,555,525	$2,336,910	$1,606,351	$218,615
2023	$2,360,959	$2,261,838	$1,684,413	$99,121
2022	$2,650,658	$2,255,810	$2,078,542	$394,848
2021	$2,568,600	$2,367,822	$2,565,765	$200,778
2020	$2,530,170	$2,331,254	$3,183,890	$198,916
2019	$3,006,528	$2,951,754	$5,789,892	$54,774
2018	$3,837,138	$4,054,442	$4,775,374	$-217,304

ROCHESTER BEACON ACADEMY