ROOSEVELT HIGH SCHOOL GOLDEN GRADS ASSOCIATION (EIN 911228934) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Michael Bush

Phone

2063004836

Tax Period

2024-07-01 to 2025-06-30

ROOSEVELT HIGH SCHOOL GOLDEN GRADS ASSOCIATION, founded in 1983, is a micro nonprofit that reported $69K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $90K exceeded revenue, resulting in a 29% operating deficit.

Mission

Encourage and support quality Roosevelt High School programs. Support qualifying students with college university scholarships.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,772

Program Service Revenue $0

Investment Income $45,634

Other Revenue $0

TOTAL REVENUE $69,406

Expense Breakdown

Grants Paid $86,954

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,954

Other Expenses $2,551

TOTAL EXPENSES $89,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,406	$126,816	-0.5%
Expenses	$89,505	$99,204	-0.1%
Net Income	$-20,099	$27,612	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Douglas Whalley	President	12.00	Officer Director Key Emp	$0	$0	$0
Pat Loftin	Vice President	5.00	Officer Director	$0	$0	$0
Michael Bush	Treasurer	15.00	Officer Director Key Emp	$0	$0	$0
Cathie Huffman	Secretary	10.00	Officer Director Key Emp	$0	$0	$0
Anne Temple	Membership Secretary	15.00	Director	$0	$0	$0
Janet Whalley	Grapevine Editor	15.00	Director	$0	$0	$0
Rick Keating	Finance Chair	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	$69,406	$89,505	$2,119,526	$-20,099
2024	$126,816	$99,204	$1,958,937	$27,612
2023	$74,173	$85,093	$1,722,438	$-10,920
2022	$109,526	$100,773	$1,617,428	$8,753
2021	$298,958	$79,243	$1,813,393	$219,715

ROOSEVELT HIGH SCHOOL GOLDEN GRADS ASSOCIATION