ROOTED WI INC (EIN 391854762) - 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

1996

Legal Domicile

Principal Officer

VIRGINIA HUGHES

Phone

6082400409

Tax Period

2024-01-01 to 2024-12-31

ROOTED WI INC, founded in 1996, is a community nonprofit in the Environment sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 37% operating deficit.

Mission

COLLABORATIONS ROOTED IN FOOD, LAND, AND LEARNING.

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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 $780,041

Program Service Revenue $188,885

Investment Income $52,321

Other Revenue $25,810

TOTAL REVENUE $1,047,057

Expense Breakdown

Grants Paid $103

Salaries & Benefits $960,172

Fundraising Expenses $121,593

Program Expenses $1,050,772

Other Expenses $474,986

TOTAL EXPENSES $1,435,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,047,057	$1,317,205	-0.2%
Expenses	$1,435,261	$1,636,121	-0.1%
Net Income	$-388,204	$-318,916	+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

Governance

Voting Members

Independent Members

Employees

Volunteers

1058

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

$156,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE SENSENBRENNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM BRADLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NICHOLAS HAYES	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIGID ELLIOTT-BOGER	TREASURER	1.00	Officer Director	$0	$0	$0
DEIRDRE GARTON	DIRECTOR	1.00	Director	$0	$0	$0
AZURE FUDGE HART	DIRECTOR	1.00	Director	$0	$0	$0
FRANCESCA HONG	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER KILGOUR	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD MAYER	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELLYN SENSENBRENNER	DIRECTOR	1.00	Director	$0	$0	$0
POLLY DALTON	DIRECTOR	1.00	Director	$0	$0	$0
NINA GEHAN	DIRECTOR	1.00	Director	$0	$0	$0
JASMINE BANKS	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA HUGHES	CO-EXECUTIVE DIRECTOR	40.00	Officer	$74,694	$747	$75,441
HEDI RUDD	CO-EXECUTIVE DIRECTOR	40.00	Officer	$71,878	$9,087	$80,965

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	$1,047,057	$1,435,261	$3,714,443	$-388,204
2023	$1,317,205	$1,636,121	$4,092,336	$-318,916
2022	$1,296,594	$1,625,981	$4,190,796	$-329,387
2021	$971,353	$1,488,191	$3,633,286	$-516,838
2020	$2,689,987	$1,455,213	$4,313,523	$1,234,774
2019	$394,836	$516,676	$5,555,941	$-121,840
2018	$437,569	$701,812	$5,653,516	$-264,243

ROOTED WI INC