COMMUNITY ROOTS CHARTER SCHOOL

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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

2010

Legal Domicile

Principal Officer

EVE FEIN

Phone

9498314272

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY ROOTS CHARTER SCHOOL, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $11.5M in total revenue in fiscal year 2024.

Mission

COMMUNITY ROOTS CHARTER SCHOOL'S MISSION IS TO BE A PREMIER PROJECT-BASED SCHOOL WHERE CHILDREN ARE DELIBERATELY TAUGHT TO SEE THE CONNECTIONS BETWEEN THEIR FORMAL EDUCATION AND THE WORLD. COMMUNITY ROOTS CHARTER SCHOOL WILL PROVIDE A SAFE ENVIRONMENT WHERE STUDENTS LEARN TO COMBINE CURIOSITY WITH APPLICATION TO DEVELOP 21ST CENTURY SKILLS THAT WILL EMPOWER THEM TO THINK INDEPENDENTLY, TO SOLVE PROBLEMS CREATIVELY, TO ARTICULATE THEIR IDEAS AND TO WORK PRODUCTIVELY WHILE COLLABORATING WITH DIVERSE PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $9,110,616 Revenue: $0

A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. THE SCHOOL TEACHES GRADES K-8 AND SERVED ABOUT 780 STUDENTS FOR 175 DAYS DURING THE YEAR.

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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 $11,430,518

Program Service Revenue $0

Investment Income $35,810

Other Revenue $-12,646

TOTAL REVENUE $11,453,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,068,226

Fundraising Expenses $2,711

Program Expenses $9,110,616

Other Expenses $3,382,886

TOTAL EXPENSES $11,451,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,453,682	$11,028,553	+0.0%
Expenses	$11,451,112	$11,231,271	+0.0%
Net Income	$2,570	$-202,718	-1.0%

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

132

Volunteers

100

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

$376,911

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA ROESS	PRESIDENT	1.50	Officer Director	$0	$0	$0
DR LYNN BOGART	CFO	1.50	Officer Director	$0	$0	$0
HANNA GEDDY	SECRETARY	1.50	Officer Director	$0	$0	$0
STEPHEN COLWELL	DIRECTOR (START JUN 2025)	1.50	Director	$0	$0	$0
SANDRA FLEMMING	DIRECTOR	1.50	Director	$0	$0	$0
TY TORRES	DIRECTOR (THRU NOV 2024)	1.50	Director	$0	$0	$0
JEREMY F CAVALLARO	EXECUTIVE DIRECTOR OF EDUCATION	40.00	Officer	$173,873	$19,697	$193,570
EVE FEIN	EXECUTIVE DIRECTOR OF OPERATIONS	36.00	Officer	$166,386	$16,955	$183,341
INGRID BEATY	ELEMENTARY SCHOOL DIRECTOR	40.00	Highest	$125,235	$9,029	$134,264
DANELLE TICKEL	ADMIN ASSOCIATE	40.00	Highest	$103,402	$3,066	$106,468
SHAWN OBRIEN	IT DIRECTOR	40.00	Highest	$110,174	$15,433	$125,607
ROBIN GIBBS	MIDDLE SCHOOL DIRECTOR	40.00	Highest	$150,617	$10,302	$160,919

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	$11,453,682	$11,451,112	$3,991,105	$2,570
2024	$11,028,553	$11,231,271	$4,492,678	$-202,718
2023	$9,436,848	$9,432,676	$4,603,940	$4,172
2022	$8,650,477	$9,134,553	$3,542,171	$-484,076
2021	$7,400,272	$7,090,045	$4,020,211	$310,227
2020	$7,066,977	$6,591,623	$3,400,282	$475,354
2019	$6,648,117	$6,209,637	$3,088,342	$438,480
2018	$5,593,977	$5,149,117	$2,557,880	$444,860