ROOTS PUBLIC CHARTER SCHOOL (EIN 522146665) - 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

1999

Legal Domicile

Principal Officer

ROSEANNA OFOEGBU-NWAOGU

Phone

2028828073

Tax Period

2023-07-01 to 2024-06-30

ROOTS PUBLIC CHARTER SCHOOL, founded in 1999, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2023.

Mission

TO OFFER A CULTURALLY RELEVANT, AFRICAN CENTERED AND ACADEMICALLY STIMULATING CURRICULUM TO YOUNG CHILDREN.

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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 $442,243

Program Service Revenue $1,848,243

Investment Income $57,272

Other Revenue $57,490

TOTAL REVENUE $2,405,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,337,069

Fundraising Expenses $0

Program Expenses $1,715,265

Other Expenses $1,228,838

TOTAL EXPENSES $2,565,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,405,248	$2,304,629	+0.0%
Expenses	$2,565,907	$2,400,340	+0.1%
Net Income	$-160,659	$-95,711	+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

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

$225,686

Total Directors

$112,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEANNA OFOEGBU-NWAOGU	CHIEF FINANC	40.00	Officer	$191,763	$31,201	$222,964
KIM BRYANT-HUGHES	BOARD MEMBER	1.00	Director	$69,010	$16,829	$85,839
GILDA SHERROD-ALI ESQ	BOARD MEMBER	1.00	Director	$24,000	$0	$24,000
JESSE SHARPE	CHAIRPERSON	3.00	Officer Director	$2,722	$0	$2,722
DR OTTO C WILSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
SELENA SPENCER LIPSCOMB	TREASURER	3.00	Officer Director	$0	$0	$0
PATRICIA MITCHELL	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMERON POLES	TREASURER	3.00	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
2025	No data	No data	No data	No data
2024	$2,405,248	$2,565,907	$3,674,308	$-160,659
2023	$2,304,629	$2,400,340	$4,229,686	$-95,711
2022	$2,712,236	$2,593,543	$1,998,488	$118,693
2021	$2,415,070	$2,144,562	$2,110,169	$270,508
2020	$2,513,236	$2,320,790	$1,788,976	$192,446
2019	$2,206,005	$2,182,879	$1,345,210	$23,126
2018	$2,260,949	$2,220,908	$1,344,644	$40,041

ROOTS PUBLIC CHARTER SCHOOL