COMMON ROOTS (EIN 812630528) - 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

2016

Legal Domicile

Principal Officer

JULIE WILSON

Phone

8147395888

Tax Period

2023-01-01 to 2023-12-31

COMMON ROOTS, founded in 2016, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 526% from the prior year, signaling strong growth momentum. The organization ran a surplus of $836K, a strong 72% operating margin.

Mission

Focused on creating sustainable, permanantly affordable homes that build wealth in Meadville, PA.

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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 $1,135,322

Program Service Revenue $30,900

Investment Income $130

Other Revenue $1,106

TOTAL REVENUE $1,167,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,884

Fundraising Expenses $0

Program Expenses $249,401

Other Expenses $222,597

TOTAL EXPENSES $331,481

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,167,458	$186,422	+5.3%
Expenses	$331,481	$10,472	+30.7%
Net Income	$835,977	$175,950	+3.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Don Goldstein	President	Officer Director	$0	$0	$0
Robert Ackerman	Vice President	Officer Director	$0	$0	$0
Samantha Travis	Treasurer	Officer Director	$0	$0	$0
Emily Rose Bowman	Secretary	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
2024	No data	No data	No data	No data
2023	$1,167,458	$331,481	$1,463,542	$835,977

COMMON ROOTS