Rogers State University Foundation (EIN 730957262) - 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

1973

Legal Domicile

Principal Officer

Susan Kirtley

Phone

9183437773

Tax Period

2024-07-01 to 2025-06-30

Rogers State University Foundation, founded in 1973, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.1M, a strong 27% operating margin.

Mission

Support Rogers State University's programs, services and students

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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 $2,892,693

Program Service Revenue $477,457

Investment Income $797,393

Other Revenue $-180,830

TOTAL REVENUE $3,986,713

Expense Breakdown

Grants Paid $2,747,604

Salaries & Benefits $0

Fundraising Expenses $39,931

Program Expenses $2,747,604

Other Expenses $145,575

TOTAL EXPENSES $2,893,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,986,713	$6,355,725	-0.4%
Expenses	$2,893,179	$1,736,808	+0.7%
Net Income	$1,093,534	$4,618,917	-0.8%

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
Bill Beierschmitt	Director	1.00	Director	$0	$0	$0
Melinda Kemp	Director	1.00	Director	$0	$0	$0
Misty Choat	Chair	1.00	Officer Director	$0	$0	$0
Tim King	Vice Chairman	1.00	Officer Director	$0	$0	$0
Gigi Detter	Director	1.00	Director	$0	$0	$0
Cindy Leathers	Director	1.00	Director	$0	$0	$0
Joe Jones	Secretary	1.00	Officer Director	$0	$0	$0
Chase McBride	Director	1.00	Director	$0	$0	$0
Craig Myers	Director	1.00	Director	$0	$0	$0
Lisa Surritte	Director	1.00	Director	$0	$0	$0
Dewey Wilson	Director	1.00	Director	$0	$0	$0
Megan Rhine	Director	1.00	Director	$0	$0	$0
Mike Wilt	Director	1.00	Director	$0	$0	$0
Dr Donita Smith	Director	1.00	Director	$0	$0	$0
Lindel Stephens	Director	1.00	Director	$0	$0	$0
Steve Valencia	Director	1.00	Officer	$0	$0	$0
Susan Kirtley	Executive Dir.	1.00	Officer	$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	$3,986,713	$2,893,179	$36,312,443	$1,093,534
2024	No data	No data	No data	No data
2023	$1,912,066	$2,853,612	$25,854,585	$-941,546
2022	$3,572,796	$1,977,048	$25,348,830	$1,595,748
2021	$6,148,025	$1,768,388	$26,991,910	$4,379,637
2020	$2,610,090	$1,550,245	$22,626,658	$1,059,845
2019	$2,915,970	$1,833,235	$21,580,161	$1,082,735

Rogers State University Foundation