ROMERO ACADEMY (EIN 844331657) - 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

EMILY GILBRIDE

Phone

5134612044

Tax Period

2024-07-01 to 2025-06-30

ROMERO ACADEMY, founded in 2019, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024.

Mission

ROMERO ACADEMY PARTNERS WITH FAMILIES TO FORM FUTURE SAINTS BY DEVELOPING THE INTELLECT, FORMING THE CHARACTER, AND ENGAGING THE FAITH OF EACH STUDENT.

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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 $326,830

Program Service Revenue $2,104,304

Investment Income $25,936

Other Revenue $1,058,958

TOTAL REVENUE $3,516,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,824,499

Fundraising Expenses $0

Program Expenses $2,684,818

Other Expenses $2,036,002

TOTAL EXPENSES $3,860,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,516,028	$3,389,674	+0.0%
Expenses	$3,860,501	$3,446,764	+0.1%
Net Income	$-344,473	$-57,090	+5.0%

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

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
EMILY GILBRIDE	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
DANIEL PETERS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
STEPHANIE SAROKI DE GARCIA	SECRETARY	2.00	Officer Director	$0	$0	$0
TIMOTHY FOGARTY	TREASURER	2.00	Officer Director	$0	$0	$0
CARLOS DE QUESADA	BOARD	2.00	Director	$0	$0	$0
KENT HALABY	BOARD	2.00	Director	$0	$0	$0
JEFF KERSCHER	BOARD	2.00	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	$3,516,028	$3,860,501	$1,326,406	$-344,473
2024	$3,389,674	$3,446,764	$1,485,330	$-57,090
2023	$2,115,423	$1,569,504	$1,394,087	$545,919
2022	$1,437,512	$1,405,858	$684,539	$31,654
2021	$1,648,708	$1,357,652	$572,242	$291,056

ROMERO ACADEMY