COMMUNITY ROOTS FOUNDATION (EIN 462630292) - 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

EVE FEIN

Phone

9498314272

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY ROOTS FOUNDATION, founded in 2013, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $284K, a strong 15% operating margin.

Mission

TO RAISE FUNDS FOR THE BENEFIT OF THE COMMUNITY ROOTS ACADEMY CHARTER SCHOOL.

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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 $0

Program Service Revenue $1,826,895

Investment Income $0

Other Revenue $4,688

TOTAL REVENUE $1,831,583

Expense Breakdown

Grants Paid $47,937

Salaries & Benefits $1,022,857

Fundraising Expenses $0

Program Expenses $1,238,304

Other Expenses $477,243

TOTAL EXPENSES $1,548,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,831,583	$1,502,282	+0.2%
Expenses	$1,548,037	$1,321,620	+0.2%
Net Income	$283,546	$180,662	+0.6%

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

$183,341

Total Directors

$193,570

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY CAVALLARO	DIRECTOR	1.00	Director	$0	$19,697	$193,570
ADELE SENDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREA KNUDSEN	TREASURER	0.40	Officer Director	$0	$0	$0
KACY DRURY	SECRETARY	0.40	Officer Director	$0	$0	$0
JODI WERTHEIMER	DIRECTOR	0.40	Director	$0	$0	$0
EVE FEIN	EXECUTIVE DIRECTOR	4.00	Officer	$0	$16,955	$183,341

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	$1,831,583	$1,548,037	$1,202,892	$283,546
2024	$1,502,282	$1,321,620	$931,653	$180,662
2023	$1,748,738	$1,371,772	$736,844	$376,966
2022	$1,273,038	$1,093,879	$439,829	$179,159
2021	$1,047,495	$1,155,127	$376,937	$-107,632
2020	$691,935	$992,911	$462,988	$-300,976
2019	$930,842	$831,548	$601,946	$99,294
2018	$868,271	$751,797	$484,146	$116,474

COMMUNITY ROOTS FOUNDATION