Rooted Communities Inc (EIN 650953161) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Laura Carter

Phone

9418092231

Tax Period

2024-01-01 to 2024-12-31

Rooted Communities Inc, founded in 1999, is a micro nonprofit in the Housing & Shelter sector that reported $66K in total revenue in fiscal year 2024. Revenue fell 84% from the prior year — a significant decline worth monitoring.

Mission

Corporation works with Sarasota and Manatee counties Office of Housing and Community Development to build and/or refurbish homes for qualified applicants

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,800

Program Service Revenue $40,584

Investment Income $0

Other Revenue $754

TOTAL REVENUE $66,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,510

Other Expenses $71,831

TOTAL EXPENSES $71,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,138	$422,248	-0.8%
Expenses	$71,831	$403,112	-0.8%
Net Income	$-5,693	$19,136	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$35,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura Carter	Director	40.00	Officer Highest	$35,000	$0	$35,000
Lynn Cassell	Board Member	1.00	Officer	$0	$0	$0
Stephen Cornell	Vice Chairman	1.00	Officer	$0	$0	$0
Tim Tyrell	Chairman of Bd	2.00	Officer	$0	$0	$0
Jane Hindall	Secretary/Treasurer	1.00	Officer	$0	$0	$0
Shirley Walker	Board Member	1.00	Officer	$0	$0	$0
John Booth	Board Member	1.00	Officer	$0	$0	$0
Lisa Rowe	President	5.00	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
2024	$66,138	$71,831	$143,489	$-5,693
2023	$422,248	$403,112	$149,182	$19,136
2022	$75,450	$90,226	$468,013	$-14,776
2021	$249,661	$283,597	$482,790	$-33,936
2020	$62,485	$106,043	$500,164	$-43,558
2019	$203,984	$114,428	$277,023	$89,556
2018	$72,582	$56,328	$187,968	$16,254

Rooted Communities Inc