Rooted School Foundation (EIN 841905316) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

Jonathan Johnson

Phone

5043834654

Tax Period

2023-07-01 to 2024-06-30

Rooted School Foundation, founded in 2021, is a small nonprofit in the Education sector that reported $690K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $862K exceeded revenue, resulting in a 25% operating deficit.

Mission

Rooted School Foundation exists to reimagine the role schools play in providing students with personal pathways to financial freedom and then scaling those opportunities.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $663,434

Program Service Revenue $26,281

Investment Income $0

Other Revenue $0

TOTAL REVENUE $689,715

Expense Breakdown

Grants Paid $202,703

Salaries & Benefits $288,015

Fundraising Expenses $1,299

Program Expenses $730,166

Other Expenses $371,358

TOTAL EXPENSES $862,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$689,715	$554,705	+0.2%
Expenses	$862,076	$538,270	+0.6%
Net Income	$-172,361	$16,435	-11.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$26,037

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Ruszkowksi	Board Chair	3.00	Officer Director	$0	$0	$0
Amar Patel	Board Member	3.00	Director	$0	$0	$0
Prateek Dutta	Board Member	3.00	Director	$0	$0	$0
Rebecca Taber Staehelin	Board Member	3.00	Director	$0	$0	$0
Diana Elliott	Board Member	3.00	Director	$0	$0	$0
Kreg Steven Brown	Board Member	3.00	Director	$0	$0	$0
Hope Wollensack	Board Member	3.00	Director	$0	$0	$0
Jonathan Johnson	Founder/CEO	40.00	Officer	$22,740	$3,297	$26,037

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	$689,715	$862,076	$70,440	$-172,361
2023	$604,705	$538,270	$170,641	$66,435
2023	$554,705	$538,270	$170,641	$16,435

Rooted School Foundation