ROOTS SERVICES INC

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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

2016

Legal Domicile

Principal Officer

NATHAN KRUGMAN

Phone

5138887725

Tax Period

2023-01-01 to 2023-12-31

ROOTS SERVICES INC, founded in 2016, is a micro nonprofit in the Employment sector that reported $13K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 32% operating margin.

Mission

EXO CLARITYS MISSION HAS SHIFTING TO HELPING INDIVIDUALS PREVENT BURNOUT THROUGH STRENTH BASED COACHING AND ADVENTURE. BURNOUT IS PREVALENT AMOUNG INDIVIDUALS DEALING WITH STRESS, MEDICAL DIAGNOSES, AND WORKPLACE PRESSURES.

Program Service Accomplishments

Program 1

Expenses: $8,521

SUPPORTING INDIVIDUALS, FAMILIES, AND TEAMS IN MAINTAINING THEIR WELL BEING, SUSTAINABILITY, AND PRODUCTIVITY, BOTH IN THE WORKFORCE AND COMMUNITY.

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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 $0

Program Service Revenue $0

Investment Income $12,522

Other Revenue $0

TOTAL REVENUE $12,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $275

Fundraising Expenses $0

Program Expenses $8,521

Other Expenses $8,246

TOTAL EXPENSES $8,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,522	$622,936	-1.0%
Expenses	$8,521	$619,059	-1.0%
Net Income	$4,001	$3,877	+0.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHAN KRUGMAN	EXECUTIVE DI	1.00	Officer Director	$0	$0	$0
JOHN O'HARE	DIRECTOR	1.00	Director	$0	$0	$0
JOSH WALKER	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$12,522	$8,521	$411,850	$4,001
2022	$622,936	$619,059	$410,849	$3,877
2021	$3,542,585	$3,360,969	$409,972	$181,616
2021	$3,542,585	$3,360,969	$409,972	$181,616
2021	$3,542,585	$3,360,969	$409,972	$181,616
2021	$3,542,585	$3,360,969	$409,972	$181,616
2020	$1,904,011	$1,936,683	$221,104	$-32,672