ROOSEVELT HIGH SCHOOL FOUNDATION (EIN 760732686) - 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

2003

Legal Domicile

Principal Officer

PAMELA ESHELMAN

Phone

2062524810

Tax Period

2024-09-01 to 2025-08-31

ROOSEVELT HIGH SCHOOL FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $394K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Net assets of $3.5M represent 107 months of operating reserves.

Mission

TO RAISE MONEY TO SUPPORT ROOSEVELT HIGH SCHOOL'S VARIOUS ACTIVITIES.

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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 $215,653

Program Service Revenue $0

Investment Income $178,505

Other Revenue $0

TOTAL REVENUE $394,158

Expense Breakdown

Grants Paid $320,042

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $320,042

Other Expenses $68,017

TOTAL EXPENSES $388,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,158	$262,413	+0.5%
Expenses	$388,059	$348,212	+0.1%
Net Income	$6,099	$-85,799	-1.1%

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

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
PAMELA ESHELMAN	PRESIDENT	12.00	Officer Director	$0	$0	$0
PAM BAUGHN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BRUCE BAILEY	TREASURER	8.00	Officer Director	$0	$0	$0
STEPHANIE FELDT	SECRETARY	5.00	Officer Director	$0	$0	$0
DAN BLACK	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW DALE	DIRECTOR	5.00	Director	$0	$0	$0
NARDOS HABTEMICAEL	DIRECTOR	5.00	Director	$0	$0	$0
TIM HEVLY	DIRECTOR	5.00	Director	$0	$0	$0
RICK KEATING	DIRECTOR	5.00	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	$394,158	$388,059	$3,528,986	$6,099
2024	$262,413	$348,212	$3,354,977	$-85,799
2023	$173,257	$225,399	$2,968,833	$-52,142
2022	$216,535	$193,259	$2,899,767	$23,276
2021	$382,772	$195,462	$3,217,702	$187,310
2020	$296,841	$140,404	$2,622,412	$156,437
2019	$312,411	$241,803	$2,199,563	$70,608
2018	$207,387	$148,757	$2,141,117	$58,630

ROOSEVELT HIGH SCHOOL FOUNDATION