ROOTS & WINGS FOUNDATION (EIN 223683539) - 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

EDITH FIATO

Phone

9734536668

Tax Period

2024-01-01 to 2024-12-31

ROOTS & WINGS FOUNDATION, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $435K, a strong 29% operating margin.

Mission

TO PROVIDE SAFE HOUSING, EMOTIONAL SUPPORT LIFE SKILLS, AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AGING OUT OF FOSTER CARE; EMPOWERING THEM TO RISE TOWARD THEIR GREATEST POTENTIAL.

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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 $1,423,311

Program Service Revenue $0

Investment Income $44,453

Other Revenue $39,778

TOTAL REVENUE $1,507,542

Expense Breakdown

Grants Paid $331,578

Salaries & Benefits $506,416

Fundraising Expenses $175,357

Program Expenses $747,263

Other Expenses $234,094

TOTAL EXPENSES $1,072,088

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,507,542	$1,370,210	+0.1%
Expenses	$1,072,088	$1,120,845	0.0%
Net Income	$435,454	$249,365	+0.7%

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

$155,438

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUNE TOTH CPA	BOARD PRESIDENT	3.00	Officer Director	$0	$0	$0
PAUL HEROUX	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
SCOTT KRAEMER	TREASURER (THROUGH 3/24)	2.50	Officer Director	$0	$0	$0
SADRACK BELONY	TREASURER (AS OF 5/24)	2.50	Officer Director	$0	$0	$0
LISA ADAMS	SECRETARY (THROUGH 3/24)	1.50	Officer Director	$0	$0	$0
LEANNE BLAIR	SECRETARY (AS OF 5/24)	1.50	Officer Director	$0	$0	$0
KARNA GERICH CESTERO	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA CHASIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DINA LUNDY	BOARD MEMBER (THROUGH 5/24)	1.00	Director	$0	$0	$0
JOAN MCGEOUGH	BOARD MEMBER (AS OF 2/24)	1.00	Director	$0	$0	$0
PETER NADEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
ILENE PATASNIK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARISOL PETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
EDITH FIATO	EXECUTIVE DIRECTOR	45.00	Officer	$145,399	$10,039	$155,438

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	$1,507,542	$1,072,088	$2,748,147	$435,454
2023	$1,370,210	$1,120,845	$2,288,875	$249,365
2022	$1,018,044	$1,003,441	$2,004,784	$14,603
2021	$1,348,878	$991,533	$2,006,269	$357,345
2020	$892,828	$990,744	$1,718,957	$-97,916
2019	$1,031,057	$980,432	$1,811,620	$50,625
2018	$957,003	$912,429	$1,690,014	$44,574

ROOTS & WINGS FOUNDATION