Grace Roots (EIN 813541584) - 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

Legal Domicile

Principal Officer

Jay Meredith

Phone

5412181227

Tax Period

2024-01-01 to 2024-12-31

Grace Roots is a small nonprofit in the Mental Health sector that reported $585K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $437K, a strong 75% operating margin.

Mission

To promote the health and safety of our community by offering a continuum of services to opiate and high risk drug dependent individuals.

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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 (2024)

Revenue Breakdown

Contributions & Grants $571,641

Program Service Revenue $0

Investment Income $13,134

Other Revenue $0

TOTAL REVENUE $584,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,069

Fundraising Expenses $0

Program Expenses $130,264

Other Expenses $55,272

TOTAL EXPENSES $147,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$584,775	$469,627	+0.2%
Expenses	$147,341	$129,779	+0.1%
Net Income	$437,434	$339,848	+0.3%

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

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

$6,000

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jay Meredith	Treasurer/Sec.	7.00	Officer Director	$6,000	$0	$6,000
Crystal Lee	Chairperson	3.00	Officer Director	$0	$0	$0
Rebecca Peterson	Director	2.00	Director	$0	$0	$0
Felicia Cohen	Director	1.00	Director	$0	$0	$0
Glenda Lewis	Vice Chair	2.00	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
2024	$584,775	$147,341	$1,336,612	$437,434
2023	$469,627	$129,779	$899,589	$339,848
2022	$573,221	$17,581	$814,956	$555,640

Grace Roots