Roots Community Health Center
Nonprofit profile at a glance
- EIN
- 262583954
- IRS 990 coverage
- 2015–2024
- Forms available
- Form 990 2024, Form 990-N 2012
- Location
- San Jose, CA, USA
- Phone
- 5107771177
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health Treatment Facilities, Primarily Outpatient
Reported finances
- Revenue
- $33,532,384
- Expenses
- $30,259,845
- Assets
- $32,520,094
- Liabilities
- $11,323,649
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Noha Aboelata MD (Chief Executive Officer)
Highest reported compensation
- Noha Aboelata MD (Chief Executive Officer): $275,000 total reported compensation
- Danielle Williams (Primary Care Physician): $207,195 total reported compensation
- Mary Alvarez Nutting (Sr Clinical Services Manager): $183,650 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the organization is to uplift those impacted by systemic inequities and poverty. We accomplish this through medical and behavioral health care, health navigation, workforce enterprises, housing, outreach, and advocacy. Total visits - 17,507 and total patients - 6,993.
What it reported doing in 2024
The mission of the organization is to uplift those impacted by systemic inequities and poverty. We accomplish this through medical and behavioral health care, health navigation, workforce enterprises, housing, outreach, and advocacy. Total visits 17,507 and total patients 6,993
Operating model
- Revenue model
- Grant-funded. 60% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 92% 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
SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Total assets are small relative to annual expenses; liquid coverage is unknown and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 61
- Accountability: 100
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.9%; rating input score 71
- Program expense ratio: 78.2%; rating input score 78
- Fundraising efficiency: $255.08 raised per $1 spent on fundraising; rating input score 91; 91st percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 8th percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 9.8%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 1.07; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0.35; rating input score 41; 41st percentile among comparable filings
- Officer compensation ratio: 3.3%; rating input score 65; 65th percentile among comparable filings
Growth
- Program expense growth: 21% per year; rating input score 100; 91st percentile among comparable filings
- Revenue growth: 21.1% per year; rating input score 100; 93rd percentile among comparable filings
- Asset growth: 23.9% per year; rating input score 100; 93rd percentile among comparable filings
Details
- Where the money goes: 70.9% of revenue deployed · 78.2% of spending went to programs
- Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $23.7M in reported program spending
- Leadership: top reported pay $275K · 14 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 2 contractors listed · $336K reported
- Consistency: 30 of 31 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes executive pay
- Filing history: 10 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 41/100.