THE ROOT FARM INC (EIN 161568243) - 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

1999

Legal Domicile

Principal Officer

Joan Grande

Phone

3155207046

Tax Period

2024-01-01 to 2024-12-31

THE ROOT FARM INC, founded in 1999, is a small nonprofit in the Health Care sector that reported $218K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $395K exceeded revenue, resulting in a 81% operating deficit.

Mission

The Root Farm is focused on learning and healing for people of all ages and abilities through the power of equine, agricultural, and recreational experiences.

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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 $114,909

Program Service Revenue $69,956

Investment Income $1,500

Other Revenue $31,539

TOTAL REVENUE $217,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,020

Fundraising Expenses $0

Program Expenses $346,319

Other Expenses $236,817

TOTAL EXPENSES $394,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,904	$510,995	-0.6%
Expenses	$394,837	$597,496	-0.3%
Net Income	$-176,933	$-86,501	+1.0%

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
Joan Grande	President	1	Officer Director	$0	$0	$0
Carin Mei	Vice President	1	Officer Director	$0	$0	$0
Harold Thomas Clark III	Secretary	1	Officer Director	$0	$0	$0
Randall Savicki	Treasurer	1	Officer Director	$0	$0	$0
Alice Root	Board Member	1	Director	$0	$0	$0
Gene Falvo	Board Member	1	Director	$0	$0	$0
Dr Martha Demson	Board Member	1	Director	$0	$0	$0
Jason Topi	Board Member	1	Director	$0	$0	$0
Jeff Lottermoser	Board Member	1	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
2024	$217,904	$394,837	$1,485,626	$-176,933
2023	No data	No data	No data	No data
2022	$529,066	$642,466	$1,755,160	$-113,400
2021	$827,677	$555,391	$1,872,775	$272,286
2020	$798,093	$772,211	$1,923,198	$25,882
2019	$1,673,960	$1,111,185	$1,868,295	$562,775
2018	$1,079,072	$1,082,453	$1,693,688	$-3,381

THE ROOT FARM INC