SQUARE ROOTS COMMUNITY PARTNERSHIP… - 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

2021

Legal Domicile

Principal Officer

STEPHANIE ALMANZA

Phone

4847328571

Tax Period

2024-01-01 to 2024-12-31

SQUARE ROOTS COMMUNITY PARTNERSHIP INC, founded in 2021, is a mid-sized nonprofit that reported $21.8M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.5M, a strong 98% operating margin.

Mission

TO UNDERTAKE PROGRAMS AND ACTIVITIES THAT WILL BENEFIT THE CIVIC AND COMMON WELFARE OF SMALL COMMUNITIES IN AMERICA, STARTING WITH KENNETT SQUARE, PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $271,524

TO UNDERTAKE PROGRAMS AND ACTIVITIES THAT WILL BENEFIT THE CIVIC AND COMMON WELFARE OF SMALL COMMUNITIES IN AMERICA, STARTING WITH KENNETT SQUARE, PENNSYLVANIA.

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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 $11,451,000

Program Service Revenue $0

Investment Income $10,365,367

Other Revenue $0

TOTAL REVENUE $21,816,367

Expense Breakdown

Grants Paid $271,524

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,524

Other Expenses $78,168

TOTAL EXPENSES $349,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,816,367	$17,671,000	+0.2%
Expenses	$349,692	$168,898	+1.1%
Net Income	$21,466,675	$17,502,102	+0.2%

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

N/A

Employees

N/A

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

$77,425

Total Directors

$69,709

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPANIE ALMANZA	PRESIDENT	1.00	Officer Director	$0	$3,836	$34,849
LUKE ZUBROD	SECRETARY	1.00	Officer Director	$0	$2,686	$34,860
JOSH YATES	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON DEANGELO	TREASURER	1.00	Officer	$2,060	$0	$7,716
JOSE SABASTRO	FORMER VICE PRESIDENT	1.00		$0	$0	$11,648

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	$21,816,367	$349,692	$53,276,935	$21,466,675
2023	$17,671,000	$168,898	$37,766,481	$17,502,102
2022	$679,170	$194,917	$13,572,378	$484,253
2021	$9,416,844	$57,211	$10,180,178	$9,359,633

SQUARE ROOTS COMMUNITY PARTNERSHIP INC