COMMUNITY ROOTS SCHOOL (EIN 263710345) - 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

2009

Legal Domicile

Principal Officer

REBECCA DELMAR

Phone

5038744107

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY ROOTS SCHOOL, founded in 2009, is a small nonprofit in the Education sector that reported $993K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $955K left a modest 4% surplus.

Mission

ROOTED IN OUR LOCAL COMMUNITY, WE LEARN IN AN AUTHENTIC MONTESSORI ENVIRONMENT, GROWING AS CONSCIENTIOUS AND JOYFUL LEARNERS, INSPIRED TO LEAD IN THE WORLD COMMUNITY.

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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 $933,500

Program Service Revenue $0

Investment Income $0

Other Revenue $59,338

TOTAL REVENUE $992,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $693,317

Fundraising Expenses $0

Program Expenses $602,680

Other Expenses $261,632

TOTAL EXPENSES $954,949

Year-over-Year Comparison

	2024	2023	Change
Revenue	$992,838	$902,271	+0.1%
Expenses	$954,949	$940,180	+0.0%
Net Income	$37,889	$-37,909	-2.0%

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
KIMCHI THERKELSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH BROWN	FORMER PRESIDENT	3.00	Officer Director	$0	$0	$0
JANE ZHEN	TREASURER	1.00	Officer Director	$0	$0	$0
REBECCA DELMAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAY WESTFALL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHENAE GARCIA	SECRETARY	1.00	Officer 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	$992,838	$954,949	$576,655	$37,889
2024	$902,271	$940,180	$535,573	$-37,909
2023	$912,291	$819,073	$620,805	$93,218
2022	$986,186	$782,520	$486,758	$203,666
2021	$1,011,770	$894,657	$296,216	$117,113
2020	$1,321,025	$1,256,362	$298,480	$64,663
2019	$965,383	$1,017,940	$115,578	$-52,557
2018	$885,112	$850,603	$235,266	$34,509

COMMUNITY ROOTS SCHOOL