Rochester Organization of Families (EIN 770620956) - 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

2004

Legal Domicile

Principal Officer

Kellie McNelly

Phone

3602736375

Tax Period

2024-07-01 to 2025-06-30

Rochester Organization of Families, founded in 2004, is a small nonprofit in the Human Services sector that reported $805K in total revenue in fiscal year 2024. Expenses of $893K exceeded revenue, resulting in a 11% operating deficit.

Mission

Provide resources and services to children, youth and families to achieve a healthy, positive and drug-free community in the Rochester area.

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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 $787,834

Program Service Revenue $0

Investment Income $17,664

Other Revenue $0

TOTAL REVENUE $805,498

Expense Breakdown

Grants Paid $60,741

Salaries & Benefits $270,322

Fundraising Expenses $28

Program Expenses $820,859

Other Expenses $562,180

TOTAL EXPENSES $893,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$805,498	$840,940	0.0%
Expenses	$893,243	$1,015,551	-0.1%
Net Income	$-87,745	$-174,611	-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

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

$75,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alejandro Romero	President	1.00	Officer Director	$0	$0	$0
Tim Rubert	Vice President	1.00	Officer Director	$0	$0	$0
Judy Stratton	BOD	0.50	Director	$0	$0	$0
Carol Casey-Roden	Treasurer	1.00	Officer Director	$0	$0	$0
Nancy Rostan	BOD	0.50	Director	$0	$0	$0
Laurel Smith	Secretary	1.00	Officer Director	$0	$0	$0
Ron Morton	BOD	0.50	Director	$0	$0	$0
Penelope Mena	BOD	0.50	Director	$0	$0	$0
Bill Zimmerman	BOD	0.50	Director	$0	$0	$0
LaVonne Bailey	BOD	0.50	Director	$0	$0	$0
Kellie McNelly	Executive Director	40.00	Officer	$64,004	$11,288	$75,292

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	$805,498	$893,243	$394,141	$-87,745
2024	$840,940	$1,015,551	$480,101	$-174,611
2023	$764,294	$691,400	$650,097	$72,894
2022	$843,591	$756,625	$570,968	$86,966
2021	$845,450	$764,294	$478,655	$81,156
2020	$923,880	$792,725	$402,039	$131,155
2019	$898,130	$854,515	$272,361	$43,615

Rochester Organization of Families