ROUNDTABLE ACADEMY (EIN 954840800) - 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

2001

Legal Domicile

Phone

6268391131

Tax Period

2025-01-01 to 2025-12-31

ROUNDTABLE ACADEMY, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2025. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $830K, a strong 81% operating margin.

Mission

THE CORPORATION IS ORGANIZED UNDER CHARITABLE PURPOSE. ITS CHARITABLE PURPOSE IS TO PROMOTE AND ENHANCE PERSONAL DEVELOPMENT AND ORGANIZATION AL DEVELOPMENT PROGRAMS TO BRING OUT THE NATURE OF LOVE FOR CARING & GIVING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $12,000

Program Service Revenue $452,827

Investment Income $555,832

Other Revenue $0

TOTAL REVENUE $1,020,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,873

Fundraising Expenses $0

Program Expenses $157,566

Other Expenses $164,898

TOTAL EXPENSES $190,771

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,020,659	$1,371,454	-0.3%
Expenses	$190,771	$182,854	+0.0%
Net Income	$829,888	$1,188,600	-0.3%

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

N/A

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
YU-YI CHIANG	President & CEO	40.00	Director	$0	$0	$0
CHENG-JUI TSAI	Secretary	40.00	Director	$0	$0	$0
ANGELA CHU	CFO	40.00	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	$1,020,659	$190,771	$12,948,043	$829,888
2024	$1,371,454	$182,854	$11,955,869	$1,188,600
2023	$618,804	$175,464	$10,666,647	$443,340
2022	$865,699	$51,281	$10,059,346	$814,418
2021	$450,108	$56,924	$10,321,160	$393,184
2020	$507,346	$2,419,718	$9,264,038	$-1,912,372
2019	$2,933,972	$1,313,972	$10,970,960	$1,620,000
2018	$3,411,658	$1,698,034	$9,375,214	$1,713,624

ROUNDTABLE ACADEMY