Roots Action Education Fund (EIN 461938086) - 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

2013

Legal Domicile

Principal Officer

NORMAN SOLOMON

Tax Period

2023-01-01 to 2023-12-31

Roots Action Education Fund, founded in 2013, is a small nonprofit in the Education sector that reported $581K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $666K exceeded revenue, resulting in a 15% operating deficit.

Mission

Purposeto provide services that are beneficial to the public interest provide relief of the poorenvironmental educationdefend civil rights

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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 (2023)

Revenue Breakdown

Contributions & Grants $554,184

Program Service Revenue $0

Investment Income $26,357

Other Revenue $0

TOTAL REVENUE $580,541

Expense Breakdown

Grants Paid $10,250

Salaries & Benefits $590,583

Fundraising Expenses $80,542

Program Expenses $546,783

Other Expenses $65,149

TOTAL EXPENSES $665,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$580,541	$621,683	-0.1%
Expenses	$665,982	$570,420	+0.2%
Net Income	$-85,441	$51,263	-2.7%

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

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

Total Directors

$94,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE CHAN	Chair Person	N/A	Officer	$0	$0	$0
LIZ ILER	Treasurer	N/A	Officer	$0	$0	$0
NORMAN SOLOMON	National Director	32.00	Director	$94,280	$0	$94,280
STEPHANIE KRISTAL	Secy	N/A	Officer	$0	$0	$0
DEBORAH TOLER	Board Member	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$580,541	$665,982	$660,324	$-85,441
2022	$621,683	$570,420	$745,765	$51,263
2021	$887,319	$608,066	$694,503	$279,253
2020	$346,098	$405,882	$415,250	$-59,784

Roots Action Education Fund