ROSELAND CHARTER SCHOOL FOUNDATION (EIN 471890881) - 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

TIM LEWALLEN

Phone

7075450102

Tax Period

2023-07-01 to 2024-06-30

ROSELAND CHARTER SCHOOL FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $577K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 36% operating margin.

Mission

THE FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF THE ROSELAND CHARTER SCHOOL AND TO SUPPORT THE CHARTER SCHOOLS EDUCATIONAL PROGRAMS.

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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 $0

Program Service Revenue $577,103

Investment Income $0

Other Revenue $0

TOTAL REVENUE $577,103

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $368,099

Other Expenses $368,099

TOTAL EXPENSES $368,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$577,103	$458,940	+0.3%
Expenses	$368,099	$323,776	+0.1%
Net Income	$209,004	$135,164	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM LEWALLEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
VICKI GRONINGA	SECRETARY	2.00	Officer Director	$0	$0	$0
JOANNA MARTINEZ	TREASURER	2.00	Officer Director	$0	$0	$0
RON MEZA CALLOWAY	DIRECTOR	2.00	Director	$0	$0	$0
NATASHA PEREZ	DIRECTOR	2.00	Director	$0	$0	$0

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	$577,103	$368,099	$6,155,269	$209,004
2023	$458,940	$323,776	$6,275,434	$135,164
2022	$415,000	$276,399	$6,419,432	$138,601
2021	$395,000	$410,612	$77,732	$-15,612
2020	$300,415	$217,071	$93,344	$83,344
2020	$300,415	$117,110	$193,305	$183,305

ROSELAND CHARTER SCHOOL FOUNDATION