ROOTS COMMUNITY HEALTH CENTER

EIN: 262583954 501(c)(3) Health Care

San Jose, CA

Total Revenue
$33,532,384
Total Expenses
$30,259,845
Total Assets
$32,520,094
Net Assets
$21,196,445
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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
2008
Legal Domicile
CA
Principal Officer
ROOTS
Phone
5107771177
Tax Period
2024-07-01 to 2025-06-30

ROOTS COMMUNITY HEALTH CENTER, founded in 2008, is a mid-sized nonprofit in the Health Care sector that reported $33.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $30.3M left a modest 10% surplus.

Mission

The mission of the organization.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,546,500
Program Service Revenue $2,557,944
Investment Income $413,407
Other Revenue $14,533
TOTAL REVENUE $33,532,384

Expense Breakdown

Grants Paid $0
Salaries & Benefits $18,808,131
Fundraising Expenses $119,754
Program Expenses $23,667,357
Other Expenses $11,451,714
TOTAL EXPENSES $30,259,845

Year-over-Year Comparison

2024 2023 Change
Revenue $33,532,384 $30,523,405 +0.1%
Expenses $30,259,845 $27,737,381 +0.1%
Net Income $3,272,539 $2,786,024 +0.2%
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

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Governance

Voting Members
8
Independent Members
8
Employees
331
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
1
$275,000
Total Directors
14
$1,011,443
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Noha Aboelata MD Chief Executive Officer 40
Officer Director
$275,000 $0 $275,000
Danielle Williams Primary Care Physician 40
Director Highest
$207,195 $0 $207,195
Mary Alvarez Nutting Sr Clinical Services Manager 40
Director Highest
$183,650 $0 $183,650
Aquil Naji Chief Operating Officer 40
Director Highest
$179,213 $0 $179,213
Alma Burrell Chief Administrative Officer 40
Director Highest
$166,385 $0 $166,385
Reginald Swilley Board Chairman 5
Director
$0 $0 $0
Wanda Robinson Board Member 5
Director
$0 $0 $0
Michael McBride Board Member 5
Director
$0 $0 $0
Kenneth Maxey II Board Member 5
Director
$0 $0 $0
Christopher Akhidenor Treasurer 5
Director
$0 $0 $0
Robert Donald Board Member 5
Director
$0 $0 $0
Sabrina Johnson Board Member 5
Director
$0 $0 $0
Mayssa Sultan Board Secretary 5
Director
$0 $0 $0
George Woods Board Member 5
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 $33,532,384 $30,259,845 $32,520,094 $3,272,539
2024 No data No data No data No data
2023 $23,745,908 $23,228,073 $19,580,875 $517,835
2022 $23,505,806 $20,397,456 $18,920,215 $3,108,350
2021 $25,454,893 $17,459,306 $16,319,260 $7,995,587
2020 $12,346,661 $11,672,438 $8,565,745 $674,223
2019 $7,754,041 $7,763,162 $5,611,789 $-9,121
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