ROC ACHIEVE CHARTER 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

2014

Legal Domicile

Principal Officer

KAREN M PODSIADLY

Phone

5854716219

Tax Period

2018-07-01 to 2019-06-30

ROC ACHIEVE CHARTER SCHOOL, founded in 2014, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2018. Expenses of $4.8M left a modest 12% surplus.

Mission

ROC ACHIEVE PRIDES ITSELF ON ITS HIGH EXPECTATIONS AND RIGOR IN ALL CONTENT AREAS INCLUDING ELA, SCIENCE, MATH AND HISTORY. ROC ACHIEVE ALSO OFFERS THEATRE ARTS, VISUAL ARTS, HEALTH, PE, AND HOME ECONOMICS. ROC ACHIEVE HAS A STRONG CULTURE THAT SUPPORTS LITERACY FOR ALL SCHOLARS. ROC ACHIEVE'S ACADEMIC PROGRAM PUSHES STUDENT-CENTERED THINKING IN CLASSROOMS AND OFFERS ADDITIONAL ACADEMIC SUPPORT WITH INTERVENTION STRATEGIES, TUTORING, AND AFTER-SCHOOL PROGRAMS TO HELP FACILITATE SCHOLARS' SUCCESS.

Program Service Accomplishments

Program 1

Expenses: $4,088,270 Revenue: $4,953,577

ROC ACHIEVE ACKNOWLEDGES THAT SCHOLARS DO NOT ONLY LEARN IN THE CLASSROOM. SCHOLARS EXPLORE WHAT THEY ARE LEARNING BY GOING INTO THE REAL WORLD. STUDENTS ATTEND SUCH PLACES AS ROCHESTER MUSEUMS...

ROC ACHIEVE ACKNOWLEDGES THAT SCHOLARS DO NOT ONLY LEARN IN THE CLASSROOM. SCHOLARS EXPLORE WHAT THEY ARE LEARNING BY GOING INTO THE REAL WORLD. STUDENTS ATTEND SUCH PLACES AS ROCHESTER MUSEUMS, GARDENS AND HISTORICAL LANDMARKS. AFTER SCHOOL PROGRAMS INCLUDE PARTICIPATION IN INSPIRING AND FUN THEATRE PRODUCTIONS TWICE A YEAR, CHOIR, AND DANCE. INCOMING 5TH GRADE ROC ACHIEVE SCHOLARS VISIT SUNY BROCKPORT DURING THE SUMMER PRIOR TO THE ONSET OF THE REGULAR SCHOOL YEAR IN ORDER TO IMMERSE THEM IN A UNIVERSITY CULTURE AND INSPIRE WITH A VISION OF FUTURE UNIVERSITY GRADUATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $436,651

Program Service Revenue $4,953,577

Investment Income $17,132

Other Revenue $0

TOTAL REVENUE $5,407,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,959,346

Fundraising Expenses $0

Program Expenses $4,088,270

Other Expenses $1,791,459

TOTAL EXPENSES $4,750,805

Year-over-Year Comparison

	2018	2017	Change
Revenue	$5,407,360	$5,432,225	0.0%
Expenses	$4,750,805	$5,601,854	-0.2%
Net Income	$656,555	$-169,629	-4.9%

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

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

$152,035

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN PODSIADLY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JEANETTE BAPTISTE-HARRISON	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
GUY ARIE	TREASURER	1.00	Officer Director	$0	$0	$0
ALEX ZAPASOCHNY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
KELLI RAGIN	PRINCIPAL	40.00	Officer	$106,669	$13,507	$120,176
MICHAEL O'BRIEN	COO	40.00	Officer	$31,859	$0	$31,859

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
2019	$5,407,360	$4,750,805	$1,264,362	$656,555