ROOTS CHARTER HIGH SCHOOL (EIN 471365586) - 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

TYLER BASTIAN

Phone

3857152591

Tax Period

2024-07-01 to 2025-06-30

ROOTS CHARTER HIGH SCHOOL, founded in 2014, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2024.

Mission

PREPARE STUDENTS FOR COLLEGE BY TEACHING THEM TO ACCOMPLISH DIFFICULT TASKS.

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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 $3,507,512

Program Service Revenue $78,936

Investment Income $10,116

Other Revenue $0

TOTAL REVENUE $3,596,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,920,931

Fundraising Expenses $2,400

Program Expenses $3,057,117

Other Expenses $785,179

TOTAL EXPENSES $3,708,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,596,564	$3,367,194	+0.1%
Expenses	$3,708,510	$3,568,156	+0.0%
Net Income	$-111,946	$-200,962	-0.4%

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

$164,942

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY CLARK	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
HALEN SEEVINCK	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
GRETCHEN FULLER	TREASURER	1.00	Officer Director	$0	$0	$0
WILIAM EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY JACBOSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIK WORKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN CAFFEE	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER BASTIAN	DIRECTOR	40.00	Officer	$158,513	$6,429	$164,942

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	$3,596,564	$3,708,510	$722,468	$-111,946
2024	$3,367,194	$3,568,156	$802,638	$-200,962
2023	$3,130,137	$3,133,418	$1,003,630	$-3,281
2022	$3,210,818	$2,827,211	$991,543	$383,607
2021	$3,076,304	$2,892,382	$776,683	$183,922
2020	$2,331,039	$2,186,452	$591,492	$144,587
2019	$1,893,600	$1,772,752	$225,426	$120,848
2018	$1,767,178	$1,719,955	$183,752	$47,223

ROOTS CHARTER HIGH SCHOOL