COASTAL ROOTS FARM (EIN 471570910) - 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

JAVIER GUERRERO

Phone

7604796505

Tax Period

2024-10-01 to 2025-09-30

COASTAL ROOTS FARM, founded in 2014, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 8% surplus.

Mission

CULTIVATES HEALTHY COMMUNITIES INTEGRATING AGRICULTURE,FOOD JUSTICE, AND JEWISH WISDOM.

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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 $2,911,806

Program Service Revenue $959,292

Investment Income $3,180

Other Revenue $10,129

TOTAL REVENUE $3,884,407

Expense Breakdown

Grants Paid $217,785

Salaries & Benefits $2,715,263

Fundraising Expenses $385,514

Program Expenses $2,796,760

Other Expenses $625,508

TOTAL EXPENSES $3,558,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,884,407	$2,449,358	+0.6%
Expenses	$3,558,556	$3,180,405	+0.1%
Net Income	$325,851	$-731,047	-1.4%

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

985

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

$236,661

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES S FARLEY ESQ	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
ELAINE BECERRA	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL BERLIN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TODD FRANK	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
BILL SHEN	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLENE SEIDLE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAVIER GUERRERO	PRESIDENT & CEO	40.00	Officer	$221,550	$15,111	$236,661
KESHA SPOOR	DIRECTOR OF PHILANTHROPY	40.00	Highest	$116,217	$18,207	$134,424

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	$3,884,407	$3,558,556	$765,254	$325,851
2024	$2,449,358	$3,180,405	$369,324	$-731,047
2023	$2,841,291	$2,838,113	$959,105	$3,178
2022	$2,532,454	$2,388,550	$939,732	$143,904
2021	$2,413,137	$2,081,389	$999,012	$331,748
2020	$1,833,757	$1,771,063	$569,026	$62,694
2019	$1,581,608	$1,510,621	$324,875	$70,987
2018	$1,220,510	$1,221,879	$222,811	$-1,369

COASTAL ROOTS FARM