About Us

About Us

Financial Information

Root Capital has earned the four-star rating from Charity Navigator for seven consecutive years (2007-2013), indicating that Root Capital is “exceptional” in its efforts to operate in a fiscally responsible manner.

Across our loan portfolios, we disbursed $121 million to our clients in 2012.  Our Sustainable Trade Fund, the primary portfolio, achieved 80% Operating Self Sufficiency.  We spent $11 million growing our programs and investing in internal systems to support them. We hit our fundraising targets, raising $14 million in philanthropy and increasing our notes payable 29 percent to $81 million. As a result, we ended 2012 with a balance sheet of $121 million and a debt-to-equity ratio of 3.9.  For more information, Root Capital's audit and IRS Form 990 are available below, as well as our Quarterly Performance Reports.


Download our financial documents

Audited Financial Statements

Federal Form 990

For quarterly updates to our financial information, view our Quarterly Performance Reports.