Roosevelt Charter Academy (EIN 463712766) - 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

2013

Legal Domicile

Principal Officer

Sandra Damm

Phone

7196370311

Tax Period

2024-07-01 to 2025-06-30

Roosevelt Charter Academy, founded in 2013, is a community nonprofit in the Education sector that reported $9.1M in total revenue in fiscal year 2024. Expenses of $8.5M left a modest 6% surplus.

Mission

To provide a world class education to all students that addresses academic proficiencies as well as life skills to ensure successful participation in a democratic society.

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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 $1,704,948

Program Service Revenue $7,017,893

Investment Income $322,253

Other Revenue $31,300

TOTAL REVENUE $9,076,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,410,289

Fundraising Expenses $0

Program Expenses $6,973,890

Other Expenses $3,078,607

TOTAL EXPENSES $8,488,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,076,394	$9,296,198	0.0%
Expenses	$8,488,896	$7,269,308	+0.2%
Net Income	$587,498	$2,026,890	-0.7%

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

130

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

$121,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Damm	President and Secretary	1.00	Officer Director	$0	$0	$0
Vickie Axford	Member	1.00	Director	$0	$0	$0
Donna Fahrenkrug	Member	1.00	Director	$0	$0	$0
Kristy Khoury	Member	1.00	Director	$0	$0	$0
Dwight Jones	Member	1.00	Director	$0	$0	$0
Katherine Boyce	Principal	40.00	Officer	$97,536	$23,958	$121,494

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	$9,076,394	$8,488,896	$13,590,100	$587,498
2024	$9,296,198	$7,269,308	$13,677,699	$2,026,890
2023	$7,631,438	$6,826,077	$11,134,674	$805,361
2022	$6,645,887	$3,810,586	$10,345,562	$2,835,301
2021	$7,215,659	$4,227,172	$10,835,619	$2,988,487
2020	$7,742,877	$4,467,783	$9,565,384	$3,275,094
2019	$7,734,774	$4,629,638	$9,421,069	$3,105,136

Roosevelt Charter Academy