TAKE ROOT (EIN 475239698) - 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

2015

Legal Domicile

Principal Officer

WILLIAM ROBB

Tax Period

2020-01-01 to 2020-12-31

TAKE ROOT, founded in 2015, is a small nonprofit that reported $192K in total revenue in fiscal year 2020. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $247K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO ALLEVIATE HUNGER AND PROMOTE HEALTH BY OFFERING NOURISHING, HIGH QUALITY, LOCAL FOOD ON A PAY-WHAT-YOU-CAN BASIS

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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 (2020)

Revenue Breakdown

Contributions & Grants $56,804

Program Service Revenue $133,682

Investment Income $120

Other Revenue $1,115

TOTAL REVENUE $191,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,656

Fundraising Expenses $10,437

Program Expenses $221,015

Other Expenses $106,855

TOTAL EXPENSES $246,511

Year-over-Year Comparison

	2020	2019	Change
Revenue	$191,721	$397,694	-0.5%
Expenses	$246,511	$399,483	-0.4%
Net Income	$-54,790	$-1,789	+29.6%

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

324

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

$19,192

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM ROBB	EXECUTIVE DIRECTOR	30.00	Officer	$19,192	$0	$19,192
JESSICA PARKS	FORMER EXECUTIVE DIRECTOR	25.00		$8,558	$0	$8,558
MELISSA THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
LORI HAXTON	DIRECTOR	1.00	Director	$0	$0	$0
DERECK DASCHKE	DIRECTOR	1.00	Director	$0	$0	$0
KARA JO LEVERY	PRESIDENT	2.00	Officer	$0	$0	$0
STACEY PAYNE	TREASURER	1.00	Officer	$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	$191,721	$246,511	$16,753	$-54,790
2019	$397,694	$399,483	$39,042	$-1,789
2018	$419,498	$423,074	$40,713	$-3,576

TAKE ROOT