ROSARIAN ACADEMY CHARITABLE TRUST

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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

1983

Legal Domicile

Principal Officer

JODI PANZERI

Phone

5618325131

Tax Period

2024-07-01 to 2025-06-30

ROSARIAN ACADEMY CHARITABLE TRUST, founded in 1983, is a micro nonprofit in the Religion sector that reported $62K in total revenue in fiscal year 2024. The organization ran a surplus of $10K, a strong 16% operating margin.

Mission

TO RAISE FUNDS FOR THE BENEFIT OF ROSARIAN ACADEMY, INC., AN EXEMPT ORGANIZATION.

Program Service Accomplishments

Program 1

Expenses: $39,831

FUNDS ARE RAISED FOR THE BENEFIT OF ROSARIAN ACADEMY, INC., AN EXEMPT ORGANIZATION.

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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 $10,000

Program Service Revenue $0

Investment Income $52,022

Other Revenue $0

TOTAL REVENUE $62,022

Expense Breakdown

Grants Paid $39,831

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,831

Other Expenses $12,059

TOTAL EXPENSES $51,890

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,022	$58,558	+0.1%
Expenses	$51,890	$48,719	+0.1%
Net Income	$10,132	$9,839	+0.0%

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

$192,227

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FULTON	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
ALISON MISCHKE	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
LARRY ALEXANDER	TRUSTEE	1.00	Officer Director	$0	$0	$0
LINDA TRETHEWEY	HEAD OF SCHOOL	1.00	Director	$0	$516	$192,227
SUSAN ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE MAYER	TRUSTEE	1.00	Director	$0	$0	$0
JEFF REHM	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN RYAN	TRUSTEE	1.00	Director	$0	$0	$0
CLAY SUROVEK	TRUSTEE	1.00	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	$62,022	$51,890	$2,168,882	$10,132
2024	No data	No data	No data	No data
2023	$55,213	$67,942	$1,756,852	$-12,729
2022	$46,685	$34,685	$1,675,343	$12,000
2021	$27,716	$30,764	$1,838,027	$-3,048
2020	$44,849	$34,859	$1,406,027	$9,990
2019	$45,382	$30,607	$1,435,411	$14,775