Rooted Hearts Ministries Inc

Nonprofit profile at a glance

EIN
920541035
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
Charlotte, NC, USA
Rating
53
Verdict
MIXED
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$38,290
Expenses
$28,745
Assets
$17,111

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • Jomaira L Ortiz (Executive Director)

People named in this filing

  • Jomaira L Ortiz (Executive Director)
  • Eusebio Martinez Jr (Treasurer)
  • Jillian Poole (Board Member)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To offer support to families and caregivers of children newly diagnosed with Autism Spectrum Disorder ASD through community education and resources.

What it reported doing in 2025

Sensory Friendly Playdates | Rooted Hearts Ministries hosted sensory adapted community playdate experiences for children with autism and sensory sensitivities and their families. In 2025 we served approximately 948 individuals by providing one structured sensory friendly playdate and co developing a community sensory room at Eastgate Charlotte to offer low stimulation regulation spaces during services and events. Parents reported increased awareness of community resources safer opportunities for family interaction and play and improved family bonding in an environment intentionally designed to meet diverse sensory and developmental needs. Volunteers reported greater understanding of autism and a stronger commitment to inclusion and community education.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 10
  • Transparency & Controls: 100
  • Sustainability: 53
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 9.3%; rating input score 9
  • Program expense ratio: 12.4%; rating input score 12

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 24.9%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 0.6; rating input score 35; 35th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 101.7% per year; rating input score 100; 97th percentile among comparable filings
  • Revenue growth: 80% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: 77.3% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 9.3% of revenue deployed · 12.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $4K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 9/100.
  • High — Financial Efficiency: Program expense ratio scored 12/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.