Roots & Branches Conservancy (EIN 471113611) - 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

2014

Legal Domicile

Principal Officer

Michael Nash

Phone

4154976084

Tax Period

2023-01-01 to 2023-12-31

Roots & Branches Conservancy, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $660K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

ROOTS & BRANCHES CONSERVANCY IS A SAN FRANCISCO BAY AREA-BASED NON-PROFITORGANIZATION DEDICATED TO THE CONSERVATION OF NATURAL RESOURCES, BOTH PHYSICAL ANDCULTURAL. THE BROAD ARC OF OUR EFFORTS RANGES FROM REGIONAL ENVIRONMENTAL ANDEDUCATIONAL WORK TO THE PRESERVATION AND EVOLUTION OF ARTISTIC CULTURAL TRADITIONS MUSICAL, NARRATIVE, AND BEYOND. WHEREVER POSSIBLE, WE AIM TO CREATE INTERSECTIONSBETWEEN THE ENVIRONMENT AND THE ARTS TO THEIR MUTUAL BENEFIT.

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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 $83,770

Program Service Revenue $561,012

Investment Income $0

Other Revenue $15,659

TOTAL REVENUE $660,441

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $1,278

Program Expenses $655,891

Other Expenses $632,269

TOTAL EXPENSES $657,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$660,441	$527,913	+0.3%
Expenses	$657,269	$575,187	+0.1%
Net Income	$3,172	$-47,274	-1.1%

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
Michael Nash	President	30.00	Officer Director	$0	$0	$0
Geoffrey Strawbridge	Secretary	2.00	Officer Director	$0	$0	$0
Jon Luini	Treasurer	2.00	Officer Director	$0	$0	$0
Jacqueline Sabec	Board Member	2.00	Director	$0	$0	$0
Stephen Goldblatt	Board Member	2.00	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
2024	No data	No data	No data	No data
2023	$660,441	$657,269	$10,922	$3,172
2022	$527,913	$575,187	$7,750	$-47,274
2021	$573,537	$532,759	$55,024	$40,778
2020	$10,533	$8,655	$14,246	$1,878
2019	$11,232	$175,190	$172,368	$-163,958
2018	$441,550	$618,352	$174,101	$-176,802

Roots & Branches Conservancy