ROOTS ACADEMY INCORPORATED (EIN 873566228) - 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

2022

Legal Domicile

Principal Officer

Wendy Whitlow

Phone

9044818843

Tax Period

2025-01-01 to 2025-12-31

ROOTS ACADEMY INCORPORATED, founded in 2022, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2025.

Mission

Roots Academy is a Christian Early Learning Center and Preschool seeking to provide the best care and learning environment through teacher-directed activities that focus on both learning and play. We provide nurturing environments where children will make new friends, explore, discover, and have fun while learning about God's love and plan for their life.

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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 (2025)

Revenue Breakdown

Contributions & Grants $194,305

Program Service Revenue $954,485

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,148,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $595,826

Fundraising Expenses $142,278

Program Expenses $632,358

Other Expenses $528,980

TOTAL EXPENSES $1,124,806

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,148,790	$1,067,398	+0.1%
Expenses	$1,124,806	$1,089,154	+0.0%
Net Income	$23,984	$-21,756	-2.1%

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

$61,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy Whitlow	President	40	Officer	$61,500	$0	$61,500
Christine Arnold	Secretary	1	Officer	$0	$0	$0
Amy Joy Chadwich	Vice President	1	Officer	$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	$1,148,790	$1,124,806	$258,836	$23,984
2024	$1,067,398	$1,089,154	$131,196	$-21,756
2023	$1,059,013	$957,492	$158,065	$101,521
2022	$297,309	$287,981	$78,926	$9,328

ROOTS ACADEMY INCORPORATED