HAITIAN ROOTS (EIN 203054913) - 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

2005

Legal Domicile

Principal Officer

Shannon Cox

Phone

8015298877

Tax Period

2023-01-01 to 2023-12-31

HAITIAN ROOTS, founded in 2005, is a small nonprofit in the Education sector that reported $176K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $225K exceeded revenue, resulting in a 28% operating deficit.

Mission

Haitian Roots provides educational scholarships to disadvantaged children as well as providing for the needs of young orphans living in an urban orphanage. Haitian Roots is also continuously working towards building their our own school on a beautiful corner of Haiti.

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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 $176,343

Program Service Revenue $0

Investment Income $49

Other Revenue $0

TOTAL REVENUE $176,392

Expense Breakdown

Grants Paid $222,530

Salaries & Benefits $0

Fundraising Expenses $481

Program Expenses $223,772

Other Expenses $2,767

TOTAL EXPENSES $225,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,392	$218,447	-0.2%
Expenses	$225,297	$182,940	+0.2%
Net Income	$-48,905	$35,507	-2.4%

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
Isson Joseph	President	20	Officer Director	$0	$0	$0
Chareyl Moyes	Vice-President	20	Officer Director	$0	$0	$0
Shannon Cox	Secretary & Treasurer	20	Officer Director	$0	$0	$0
Kyle Friant	Executive Director	20	Officer Director	$0	$0	$0
Lori Ann Olson	Board Member	1	Director	$0	$0	$0
Heather Friant	Board Member	1	Director	$0	$0	$0
Jamie Russell	Board Member	1	Director	$0	$0	$0
Kelly Howard	Board Member	1	Director	$0	$0	$0
Genrty Moyes	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	No data	No data	No data	No data
2023	$176,392	$225,297	$38,959	$-48,905
2022	$218,447	$182,940	$87,864	$35,507
2021	$200,744	$221,188	$52,357	$-20,444
2020	$139,924	$132,103	$72,801	$7,821

HAITIAN ROOTS