NEW ROADS SCHOOL (EIN 954823489) - 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

1995

Legal Domicile

Principal Officer

DAN VORENBERG

Phone

3108285582

Tax Period

2023-07-01 to 2024-06-30

NEW ROADS SCHOOL, founded in 1995, is a mid-sized nonprofit in the Education sector that reported $31.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO SERVE AS A MODEL FOR EDUCATION IN AN ETHNICALLY AND CULTURALLY DIVERSE COMMUNITY.

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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 $1,769,431

Program Service Revenue $29,344,163

Investment Income $172,855

Other Revenue $2,520

TOTAL REVENUE $31,288,969

Expense Breakdown

Grants Paid $9,031,606

Salaries & Benefits $16,949,547

Fundraising Expenses $1,161,012

Program Expenses $27,967,989

Other Expenses $7,720,146

TOTAL EXPENSES $33,701,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,288,969	$27,997,654	+0.1%
Expenses	$33,701,299	$33,785,389	0.0%
Net Income	$-2,412,330	$-5,787,735	-0.6%

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

240

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

$409,451

Total Directors

Key Employees

$234,823

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYN HOU	INTERIM CHAIRWOMAN	15.00	Officer Director	$0	$0	$0
JASON PARRY	VICE CHAIR	10.00	Officer Director	$0	$0	$0
BRYAN BINIAK	SECRETARY	5.00	Officer Director	$0	$0	$0
CARLOS SALAS	TREASURER	5.00	Officer Director	$0	$0	$0
ISABEL ARANDA	TASK FORCE CHAIR	2.00	Director	$0	$0	$0
CARLOS HERNANDEZ MPH	DEVELOPMENT COMMITTEE CHAI	5.00	Director	$0	$0	$0
EMILY ALEXANDER	TRUSTEE	2.00	Director	$0	$0	$0
JODY GERSON	TRUSTEE	2.00	Director	$0	$0	$0
ALAN HOFFMAN	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL KRUPP	TRUSTEE	2.00	Director	$0	$0	$0
GUS LOPEZ	TRUSTEE	2.00	Director	$0	$0	$0
ARIK PRAWER	TRUSTEE	2.00	Director	$0	$0	$0
ANDY ROSE	TRUSTEE	2.00	Director	$0	$0	$0
MELISSA ROWE	TRUSTEE	2.00	Director	$0	$0	$0
TOM SOTO	TRUSTEE	2.00	Director	$0	$0	$0
TRISH TORREY	TRUSTEE	2.00	Director	$0	$0	$0
ERIN WHALEN	TRUSTEE	2.00	Director	$0	$0	$0
LUTHERN WILLIAMS	HEAD OF SCHOOL (THRU 09/23)	40.00	Officer	$380,753	$28,698	$409,451
RYAN HAWLEY	ASSOCIATE HOS, HOS AS OF 09/23	40.00	Key Emp	$209,315	$25,508	$234,823
DANIELA PENNISE	UPPER SCHOOL DIRECTOR	40.00	Highest	$165,789	$23,810	$189,599
ERIC ETHERIDGE	DIR OF FINANCE (THRU 06/23)	40.00	Highest	$147,485	$13,684	$161,169
YOON MI CHECCHI	DIRECTOR OF FINANCIAL AID & ENROLLMENT	40.00	Highest	$141,313	$17,857	$159,170
ZAHIR ROBB	DIRECTOR OF ADMISSIONS	40.00	Highest	$139,509	$16,178	$155,687
BRAE CASILLAS	DIRECTOR OF HUMAN RESOURCE & OPS	40.00	Highest	$134,763	$16,960	$151,723

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	$31,288,969	$33,701,299	$70,926,136	$-2,412,330
2023	$27,997,654	$33,785,389	$72,999,817	$-5,787,735
2022	$29,535,583	$28,452,085	$61,919,401	$1,083,498
2021	$28,582,484	$25,016,434	$53,999,181	$3,566,050
2020	$24,961,002	$24,620,954	$52,975,479	$340,048
2019	$25,523,005	$23,958,462	$50,051,877	$1,564,543
2018	$23,799,320	$24,288,684	$51,957,349	$-489,364

NEW ROADS SCHOOL