ROOT & REBOUND (EIN 463876220) - 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

Carmen Garcia

Phone

5102794662

Tax Period

2023-01-01 to 2023-12-31

ROOT & REBOUND, founded in 2013, is a community nonprofit in the Crime & Legal sector that reported $3.9M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

ROOT & REBOUND'S MISSION IS TO RESTORE POWER AND RESOURCES TO THE FAMILIES AND COMMUNITIES MOST HARMED BY MASS INCARCERATION THROUGH LEGAL ADVOCACY, PUBLIC EDUCATION, POLICY REFORM AND LITIGATION MODEL ROOTED IN THE NEEDS AND EXPERTISE OF PEOPLE WHO ARE DIRECTLY IMPACTED

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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 $3,779,903

Program Service Revenue $83,510

Investment Income $0

Other Revenue $26,390

TOTAL REVENUE $3,889,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,910,986

Fundraising Expenses $482,130

Program Expenses $2,869,822

Other Expenses $1,215,971

TOTAL EXPENSES $4,126,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,889,803	$4,317,467	-0.1%
Expenses	$4,126,957	$5,002,238	-0.2%
Net Income	$-237,154	$-684,771	-0.7%

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

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

$190,000

Total Directors

$190,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carmen Garcia	President	40.00	Officer Director	$190,000	$0	$190,000
Watani Stiner	Vice President	2.00	Officer Director	$0	$0	$0
Irene Diaz	Treasurer	10.00	Officer Director	$0	$0	$0
Saeleen Bommarito	Secretary	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
2023	$3,889,803	$4,126,957	$2,116,410	$-237,154
2022	$4,317,467	$5,002,238	$2,267,022	$-684,771
2021	$5,036,713	$4,116,024	$3,308,423	$920,689
2020	$3,379,351	$3,226,042	$2,143,006	$153,309
2019	$2,885,256	$2,478,702	$1,818,939	$406,554
2018	$1,645,941	$1,561,663	$1,221,016	$84,278

ROOT & REBOUND