ROOTS COMMUNITY SCHOOL (EIN 822375063) - 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

2017

Legal Domicile

Principal Officer

SARAH KERBER

Phone

5098882906

Tax Period

2024-07-01 to 2025-06-30

ROOTS COMMUNITY SCHOOL, founded in 2017, is a small nonprofit in the Education sector that reported $690K in total revenue in fiscal year 2024.

Mission

TO LEAD KIDS TO DISCOVER AND DEVELOP THEIR INTELLIGENCE AND HUMANITY THAT WILL CULTIVATE GENERATIONS OF HUMBLE, TENACIOUS, AND INNOVATIVE LEARNERS THAT ENRICH THIS VALLEY AND THE WORLD.

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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 $197,610

Program Service Revenue $503,991

Investment Income $3,263

Other Revenue $-14,475

TOTAL REVENUE $690,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $537,738

Fundraising Expenses $0

Program Expenses $709,550

Other Expenses $202,549

TOTAL EXPENSES $740,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$690,389	$639,593	+0.1%
Expenses	$740,287	$758,634	0.0%
Net Income	$-49,898	$-119,041	-0.6%

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

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
KELSY BORDNER	DIRECTOR, NO	N/A	Director	$0	$0	$0
AMY FRICKE	DIRECTOR, NO	N/A	Director	$0	$0	$0
SARAH KERBER	PRESIDENT	N/A	Director	$0	$0	$0
LEE MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
LIZ MITCHELL	DIRECTOR, NO	N/A	Director	$0	$0	$0
JOE PLOUF	DIRECTOR	N/A	Director	$0	$0	$0
LEILY RAYSBROOK	DIRECTOR	N/A	Director	$0	$0	$0
AURA SANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
BREANNA STOCKDALE	SECRETARY	N/A	Director	$0	$0	$0
ADAM BREMMEYER	TREASURER	N/A	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
2025	$690,389	$740,287	$105,454	$-49,898
2024	$639,593	$758,634	$94,246	$-119,041
2023	$707,807	$707,358	$227,786	$449
2022	$635,023	$632,083	$176,951	$2,940
2021	$497,201	$488,694	$213,400	$8,507
2020	$385,499	$325,379	$217,285	$60,120

ROOTS COMMUNITY SCHOOL