ROOTED (EIN 823215105) - 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

PATRICK DONOVAN

Phone

7206028377

Tax Period

2023-07-01 to 2024-06-30

ROOTED, founded in 2017, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. Expenses of $5.0M exceeded revenue, resulting in a 17% operating deficit.

Mission

SEE PAGE 2, PART III, LINE 1.

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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 $4,264,285

Program Service Revenue $0

Investment Income $4,585

Other Revenue $540

TOTAL REVENUE $4,269,410

Expense Breakdown

Grants Paid $2,053,165

Salaries & Benefits $1,091,798

Fundraising Expenses $28,474

Program Expenses $4,515,175

Other Expenses $1,841,978

TOTAL EXPENSES $4,986,941

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,269,410	$2,050,074	+1.1%
Expenses	$4,986,941	$5,697,961	-0.1%
Net Income	$-717,531	$-3,647,887	-0.8%

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

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

$324,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK DONOVAN	MANAGING PAR	40.00	Officer	$265,888	$58,986	$324,874
VICTORIA SCOTT-HAYNES	PARTNER OF R	40.00	Highest	$159,000	$31,293	$190,293
LATIA HENDERSON	PARTNER OF C	40.00	Highest	$140,079	$47,504	$187,583
AMBAR SUERO	PARTNER OF A	40.00	Highest	$144,431	$37,349	$181,780
BRENDA J ALLEN	CHAIR	1.00	Officer Director	$0	$0	$0
ETHAN GRAY	TREASURER	1.00	Officer Director	$0	$0	$0
DWIGHT JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
LUIS DE LA FUENTE	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE PACCIONE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS A GOUGEON	DIRECTOR	1.00	Director	$0	$0	$0
SEAN VANBERSCHOT	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
2025	No data	No data	No data	No data
2024	$4,269,410	$4,986,941	$698,230	$-717,531
2023	$2,050,074	$5,697,961	$1,496,052	$-3,647,887
2022	$5,451,366	$5,438,070	$4,954,535	$13,296
2021	$7,608,549	$9,226,972	$4,963,250	$-1,618,423
2020	$9,569,872	$6,876,558	$7,432,149	$2,693,314
2019	$8,098,345	$6,958,753	$4,526,362	$1,139,592

ROOTED