GLOBAL ROOTS (EIN 205051527) - 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

2007

Legal Domicile

Principal Officer

RICHARD MONTGOMERY

Phone

5038669525

Tax Period

2024-01-01 to 2024-12-31

GLOBAL ROOTS, founded in 2007, is a small nonprofit in the International Affairs sector that reported $252K in total revenue in fiscal year 2024. Revenue surged 109% from the prior year, signaling strong growth momentum. Expenses of $283K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO SUPPORT GRASS ROOTS ECOLOGICAL AND HUMANITARIAN RELIEF EFFORTS IN OFF THE PATH HOT SPOTS ON EARTH.

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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 $252,153

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $252,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,550

Fundraising Expenses $0

Program Expenses $249,212

Other Expenses $115,304

TOTAL EXPENSES $282,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,153	$120,478	+1.1%
Expenses	$282,854	$102,976	+1.7%
Net Income	$-30,701	$17,502	-2.8%

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

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD MONTGOMERY	PRESIDENTCHAIR	40.00	Officer	$75,000	$0	$75,000
JAMES V GEARHART	DIRECTOR	2.00	Officer	$0	$0	$0
SHEILA CAPESTARY	DIRECTOR	2.00	Officer	$0	$0	$0
MARK BUCHANAN	DIRECTOR	2.00	Officer	$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	$252,153	$282,854	$26,016	$-30,701
2023	$120,478	$102,976	$56,717	$17,502
2022	$76,583	$132,663	$44,432	$-56,080
2021	$213,586	$213,586	No data	No data

GLOBAL ROOTS