Ross School Foundation (EIN 942838271) - 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

1982

Legal Domicile

Principal Officer

Chad Lewis

Phone

4157375040

Tax Period

2022-07-01 to 2023-06-30

Ross School Foundation, founded in 1982, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year.

Mission

The Ross School Foundation is a parent-run, volunteer, non-profit group that serves as the primary fundraising organization for Ross School. The Foundation raises funds that fill the gap between what it costs to run the school each year (continued at the top of page 2)

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,735,932

Program Service Revenue $0

Investment Income $37,299

Other Revenue $2,155

TOTAL REVENUE $1,775,386

Expense Breakdown

Grants Paid $1,750,000

Salaries & Benefits $0

Fundraising Expenses $11,509

Program Expenses $1,751,019

Other Expenses $78,972

TOTAL EXPENSES $1,828,972

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,775,386	$2,003,990	-0.1%
Expenses	$1,828,972	$1,829,747	0.0%
Net Income	$-53,586	$174,243	-1.3%

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
AJ Rohde	Co-President	5.00	Officer Director	$0	$0	$0
Chad Lewis	Co-President	5.00	Officer Director	$0	$0	$0
Chris Heller	Treasurer	10.00	Officer Director	$0	$0	$0
Kelly Dwinells	Communications	5.00	Officer Director	$0	$0	$0
Cameron Breitner	Member-at-Large	5.00	Director	$0	$0	$0
Jason Kissane	Member-at-Large	5.00	Director	$0	$0	$0
Marnie Phippen	Member-at-Large	5.00	Director	$0	$0	$0
Alex Earls	VP Campaign	5.00	Director	$0	$0	$0
Thomas Abramo	Director	5.00	Director	$0	$0	$0
Chris Adams	Director	5.00	Director	$0	$0	$0
Lauren Barshied	Director	5.00	Director	$0	$0	$0
Gino Canori	Director	5.00	Director	$0	$0	$0
David Crisp	Director	5.00	Director	$0	$0	$0
Justin Femmer	Director	5.00	Director	$0	$0	$0
Caitlin Fisher	Director	5.00	Director	$0	$0	$0
Jenna Greer	Director	5.00	Director	$0	$0	$0
Brian Jaffee	Director	5.00	Director	$0	$0	$0
Kathryn Leaf	Director	5.00	Director	$0	$0	$0
Christine McGonigle	Director	5.00	Director	$0	$0	$0
Matt Shewey	Director	5.00	Director	$0	$0	$0
Senta Wilson	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,775,386	$1,828,972	$2,076,268	$-53,586
2022	$2,003,990	$1,829,747	$2,122,580	$174,243
2021	$1,600,106	$1,541,403	$1,946,628	$58,703
2020	$1,485,056	$1,483,081	$1,890,830	$1,975
2019	$1,631,056	$1,569,916	$1,936,137	$61,140
2018	$1,475,237	$1,356,567	$1,696,635	$118,670

Ross School Foundation