ROOSEVELT PREPARATORY ACADEMY (EIN 471762959) - 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

MATTHEW BUSHARD

Phone

6024387045

Tax Period

2024-07-01 to 2025-06-30

ROOSEVELT PREPARATORY ACADEMY, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $11.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $11.0M left a modest 5% surplus.

Mission

AN ARCHWAY CLASSICAL ACADEMY TRIVIUM EAST EDUCATION PREPARES STUDENTS TO BE MORE THAN JUST PROFICIENT TEST TAKERS, BUT RATHER, TO BECOME GREAT-HEARTED LEADERS CAPABLE OF SUCCESS THROUGHOUT THEIR HIGHER EDUCATION AND PROFESSIONAL CAREERS. WITH A CURRICULUM BUILT UPON A CLASSICAL LIBERAL ARTS TRADITION AND A REVOLUTIONARY APPROACH TO SCHOOL ITSELF, GREAT HEARTS CULTIVATES THE HEARTS AND MINDS OF STUDENTS IN THE PURSUIT OF TRUTH, GOODNESS, AND BEAUTY.

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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 $2,160,020

Program Service Revenue $9,268,513

Investment Income $31,727

Other Revenue $192,870

TOTAL REVENUE $11,653,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,661,577

Fundraising Expenses $67,723

Program Expenses $9,435,718

Other Expenses $4,351,429

TOTAL EXPENSES $11,013,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,653,130	$10,166,294	+0.1%
Expenses	$11,013,006	$9,752,641	+0.1%
Net Income	$640,124	$413,653	+0.5%

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

390

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

$285,719

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT MULHERN	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTOFER PEREYRA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN THORPE	SECRETARY	2.00	Officer Director	$0	$0	$0
MONA MOORE	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN PHILABAUM	HEADMASTER	40.00	Officer	$0	$8,698	$63,810
JAMIE FAIRBANKS	HEADMASTER	40.00	Officer	$0	$20,334	$102,146
JUAN CRUZ	HEADMASTER	40.00	Officer	$0	$13,891	$119,763

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	$11,653,130	$11,013,006	$32,285,901	$640,124
2024	$10,166,294	$9,752,641	$25,534,373	$413,653
2023	$7,928,856	$7,721,554	$25,855,788	$207,302
2022	$5,071,905	$4,874,071	$1,152,828	$197,834
2021	$4,908,835	$4,766,426	$1,493,048	$142,409
2020	$4,309,131	$4,105,028	$797,809	$204,103
2019	$4,021,296	$4,017,867	$605,578	$3,429
2018	$3,887,506	$3,957,505	$722,413	$-69,999

ROOSEVELT PREPARATORY ACADEMY