ROC ACHIEVE CHARTER SCHOOL (EIN 464445378) - 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

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 OFFERS A UNIQUE, DIVERSE EDUCATION FOR SCHOLARS IN ROCHESTER, NY BASED ON RIGOROUS LEARNING, OWNERSHIP AND COMMUNITY BUILDING.

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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

ROC ACHIEVE CHARTER SCHOOL