Roots Elementary School (EIN 463161858) - 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

Tawnya Ramirez

Phone

7205931338

Tax Period

2019-07-01 to 2020-06-30

Roots Elementary School, founded in 2013, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2019. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $753K, a strong 75% operating margin.

Mission

Roots Elementary is a community-supported public charter school that empowers all children to determine who they are and who they will become by providing an exceptionally personalized, rigorous and joyful education.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $75

Other Revenue $1,003,082

TOTAL REVENUE $1,003,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,150

Fundraising Expenses $0

Other Expenses $248,276

TOTAL EXPENSES $250,426

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,003,157	$2,435,955	-0.6%
Expenses	$250,426	$2,813,880	-0.9%
Net Income	$752,731	$-377,925	-3.0%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Sondermann	Member	1.00	Director	$0	$0	$0
Stephanie Itelman	Member	1.00	Director	$0	$0	$0
Tawnya Ramirez	Chairman	1.00	Officer Director	$0	$0	$0
Rachele Espiritu	Secretary	1.00	Officer Director	$0	$0	$0
Jill Tew	Member	1.00	Director	$0	$0	$0
Derrick Kelsey	Vice Chair	1.00	Officer Director	$0	$0	$0
Dr Lydia Prado	Member	1.00	Director	$0	$0	$0
Michelle Culver	Member	1.00	Director	$0	$0	$0
Jonathan Hanover	Member	1.00	Director	$0	$0	$0
Remy Spreeuw	Member	1.00	Director	$0	$0	$0
Josh Scott	Treasurer	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
2020	$1,003,157	$250,426	No data	$752,731
2019	$2,435,955	$2,813,880	$729,958	$-377,925
2018	$2,394,286	$2,808,665	$1,439,020	$-414,379

Roots Elementary School