Roots & Roads Community Hospice Fo… - Form 990 Financial Data

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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

2000

Legal Domicile

Phone

5203515441

Tax Period

2024-01-01 to 2024-12-31

Roots & Roads Community Hospice Foundation, founded in 2000, is a small nonprofit in the Human Services sector that reported $650K in total revenue in fiscal year 2024. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $163K, a strong 25% operating margin.

Mission

Roots & Roads Community Hospice Foundation fulfills the needs of local hospice patients and their families and increases the understanding of, and access to, end-of-life support.

Program Service Accomplishments

Program 1

Expenses: $171,884

758 individuals were served through financial assistance, bereavement support, and grants for innovative programs in end-of-life care. 68 low-income hospice patients received financial assistance...

758 individuals were served through financial assistance, bereavement support, and grants for innovative programs in end-of-life care. 68 low-income hospice patients received financial assistance (average $1500) to cover costs related to housing, utilities, final arrangements and other services not covered by health insurance. 690 community members, including healthcare professionals, received education about hospice, palliative care, advance care directives and bereavement issues.

Program 2

Expenses: $87,126

Roots & Roads partnered with The Learning Community for Loss, Grief and Transition to provide 10 community-based grief workshops serving 107 individuals. Now many staff of community-based...

Roots & Roads partnered with The Learning Community for Loss, Grief and Transition to provide 10 community-based grief workshops serving 107 individuals. Now many staff of community-based organizations, including clergy and lay people, have the tools for what to say and do when encountering a client/parishioner who is experiencing grief.

Program 3

Expenses: $87,126

859 individuals took part in our online virtual education series Carrying our Grief, highlighting topics relevant to end-of-life and bereavement support. These individuals are more knowledgable about...

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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 $598,120

Program Service Revenue $17,137

Investment Income $34,336

Other Revenue $0

TOTAL REVENUE $649,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,492

Fundraising Expenses $48,889

Program Expenses $346,136

Other Expenses $197,951

TOTAL EXPENSES $486,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$649,593	$292,844	+1.2%
Expenses	$486,443	$459,010	+0.1%
Net Income	$163,150	$-166,166	-2.0%

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
Julie Evans	Executive Director	40.00	Highest	$94,586	$0	$94,586
Alan Barreuther	Director	1.00	Director	$0	$0	$0
Andrew Bevington	Director	1.00	Director	$0	$0	$0
Antonio Estrada	Director	1.00	Director	$0	$0	$0
Beatrice Krauss	Director	1.00	Director	$0	$0	$0
Ed Fix	Director	1.00	Director	$0	$0	$0
Serani Wijesinghe	Director	1.00	Director	$0	$0	$0
Kasey Hill	Vice President	2.00	Officer Director	$0	$0	$0
Elhadj Ndoye	Treasurer	2.00	Officer Director	$0	$0	$0
Jan Storey	President	2.00	Officer Director	$0	$0	$0
MaryAnn Juarez	Secretary	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	$649,593	$486,443	$1,115,032	$163,150
2023	$292,844	$459,010	$918,113	$-166,166
2022	$195,129	$381,119	$1,068,539	$-185,990
2021	$278,292	$388,909	$1,242,058	$-110,617
2020	$366,920	$325,263	$1,373,379	$41,657
2019	$1,335,009	$325,360	$1,328,878	$1,009,649
2018	$256,323	$309,756	$319,229	$-53,433

Roots & Roads Community Hospice Foundation