ROC2025 INC (EIN 834392577) - 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

2019

Legal Domicile

Principal Officer

JOSEPH STEFKO

Phone

5852631164

Tax Period

2023-01-01 to 2023-12-31

ROC2025 INC, founded in 2019, is a community nonprofit in the Community Improvement sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

ROC 2025, INC. WAS ORGANIZED TO ACCELERATE ECONOMIC GROWTH IN THE GREATER ROCHESTER, NEW YORK REGION.

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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 $2,466,105

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,466,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,523,584

TOTAL EXPENSES $2,523,584

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,466,105	$1,803,950	+0.4%
Expenses	$2,523,584	$1,696,423	+0.5%
Net Income	$-57,479	$107,527	-1.5%

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

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

$152,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT S SANDS	CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL BURNS	BOARD MEMBER	1.00	Director	$0	$0	$0
VIRGINIA CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN BIRMINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM BOURDEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCENT ESPOSITO	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM GOODRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES GOULD	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM GUNTHER	BOARD MEMBER	1.00	Director	$0	$0	$0
RUFUS JUDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH MANGELSDORF	BOARD MEMBER	1.00	Director	$0	$0	$0
FAHEEM MASOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN MUCCI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MUNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN PINCELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID RIEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW GALLINA	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN TOLEFREE	BOARD MEMBER	1.00	Director	$0	$0	$0
HON JOSEPH MORELLE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH WESLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN HYDE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN MARVALD	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES REED	BOARD MEMBER	1.00	Director	$0	$0	$0
HON MALIK EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
HON ADAM BELLO	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD LIEBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM WILMOT	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX CASTRO	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE DUBNIK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH SAYRE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHIP DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DR SEANELLE HAWKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
HOWARD KONAR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH STEFKO	CEO	40.00	Officer	$142,053	$10,267	$152,320

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
2024	No data	No data	No data	No data
2023	$2,466,105	$2,523,584	$1,056,394	$-57,479
2022	$1,803,950	$1,696,423	$1,133,230	$107,527
2021	$1,386,831	$1,389,036	$893,553	$-2,205
2020	$925,000	$671,733	$718,832	$253,267
2019	$45,833	$34,577	$156,886	$11,256

ROC2025 INC