Rooted School Washington (EIN 852409389) - 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

2020

Legal Domicile

Principal Officer

Adrienne Mason

Phone

3602008974

Tax Period

2023-09-01 to 2024-08-31

Rooted School Washington, founded in 2020, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $367K, a strong 17% operating margin.

Mission

The charitable purpose is to operate a public charter school in Vancouver, Washington. The mission is to rapidly reduce America's wealth gap by connecting underserved and talented teenagers with career and financial pathways.

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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 $533,922

Program Service Revenue $1,607,001

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,140,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $893,546

Fundraising Expenses $45,393

Program Expenses $1,405,482

Other Expenses $880,417

TOTAL EXPENSES $1,773,963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,140,923	$1,134,778	+0.9%
Expenses	$1,773,963	$728,785	+1.4%
Net Income	$366,960	$405,993	-0.1%

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

$149,674

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adrienne Mason	Board Chair	0.00	Officer Director	$0	$0	$0
Taina Knox	Treasurer	0.00	Officer Director	$0	$0	$0
Sheila Davis	Secretary	0.00	Officer Director	$0	$0	$0
Nikki Chen	Director	0.00	Director	$0	$0	$0
Jennifer Hernandez	Director	0.00	Director	$0	$0	$0
Ashley Duncan	Director	0.00	Director	$0	$0	$0
Lisa White	Director	0.00	Director	$0	$0	$0
Rhianna Johnson	Director	0.00	Director	$0	$0	$0
Tyrone Foster	Director	0.00	Director	$0	$0	$0
Steven Carney	Founding School Leader	1.00	Officer	$140,877	$8,797	$149,674

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	$2,140,923	$1,773,963	$3,486,772	$366,960
2023	$1,134,778	$728,785	$3,030,416	$405,993
2022	$551,565	$182,152	$542,890	$369,413
2021	$441,030	$273,028	$171,771	$168,002

Rooted School Washington