Roots & Resilience

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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

2025

Legal Domicile

Phone

9705710013

Tax Period

2025-01-01 to 2025-12-31

Roots & Resilience, founded in 2025, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $516K in total revenue in fiscal year 2025. Expenses of $453K left a modest 12% surplus.

Mission

Empowering generations through healing connection and resilience. Community Mental Health Center providing outpatient mental health services.

Program Service Accomplishments

Program 1

Expenses: $360,031 Revenue: $455,490

Delivered 4,571 outpatient therapy sessions to 329 individuals living in rural and underserved communities across Montana increasing access to critical mental health services.

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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 (2025)

Revenue Breakdown

Contributions & Grants $60,015

Program Service Revenue $455,490

Investment Income $0

Other Revenue $0

TOTAL REVENUE $515,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,181

Fundraising Expenses $0

Program Expenses $360,031

Other Expenses $399,741

TOTAL EXPENSES $452,922

Year-over-Year Comparison

	2025	2024	Change
Revenue	$515,505	N/A	N/A
Expenses	$452,922	N/A	N/A
Net Income	$62,583	N/A	N/A

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
Chelsea Taylor	Executive Director Volunteer	40.00	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	$515,505	$452,922	$62,583	$62,583