Civic Intelligence

New Roots Charter School

990 • Fiscal year 2022 • EIN 26-4183302

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 16, 2023

Organization ProfileWWW.NEWROOTSSCHOOL.ORG
116 North Cayuga StreetIthaca, NY 14850

(607) 882-9220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.18x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.11x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Net Margin

49th percentile

7.1%

Higher net margin than 49% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$116,771

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

1.4%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,432,412

Up $236,219 (+20%) from 2021

Net Assets

Up

$1,169,172

Up $179,957 (+18%) from 2021

Liabilities

Up

$263,240

Up $56,262 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin49th percentile

Revenue

Up

$2,299,859

Up $32,378 (+1.4%) from 2021

Expenses

Up

$2,135,548

Up $340,332 (+19%) from 2021

Net Income

Down

$164,311

Down $307,954 (-65%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2018: $962,127Liabilities 2018: $360,274Net Assets 2018: $601,8532018Assets 2019: $912,401Liabilities 2019: $450,701Net Assets 2019: $461,7002019Assets 2020: $841,997Liabilities 2020: $393,177Net Assets 2020: $448,8202020Assets 2021: $1,196,193Liabilities 2021: $206,978Net Assets 2021: $989,2152021Assets 2022: $1,432,412Liabilities 2022: $263,240Net Assets 2022: $1,169,1722022Assets 2023: $1,722,026Liabilities 2023: $649,053Net Assets 2023: $1,072,9732023Assets 2024: $1,650,668Liabilities 2024: $496,988Net Assets 2024: $1,153,6802024

Highlighted filing

2022

Assets$1,432,412
Liabilities$263,240
Net Assets$1,169,172
Open 2022 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $2,288,290Expenses 2018: $2,239,743Net Income 2018: $48,5472018Revenue 2019: $2,253,127Expenses 2019: $2,309,286Net Income 2019: -$56,1592019Revenue 2020: $2,082,771Expenses 2020: $1,955,943Net Income 2020: $126,8282020Revenue 2021: $2,267,481Expenses 2021: $1,795,216Net Income 2021: $472,2652021Revenue 2022: $2,299,859Expenses 2022: $2,135,548Net Income 2022: $164,3112022Revenue 2023: $2,186,265Expenses 2023: $2,274,051Net Income 2023: -$87,7862023Revenue 2024: $2,634,559Expenses 2024: $2,553,852Net Income 2024: $80,7072024

Highlighted filing

2022

Revenue$2,299,859
Expenses$2,135,548
Net Income$164,311
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 16, 2023
Return Version
2021v4.2
Gross Receipts
$2,439,946
Mission and Program Overview

Mission

New roots charter school prepares our diverse student body to meet the challenges of citizenship, work, and life-long learning in the 21st century. Our interdisciplinary academic program features hands-on, community-based learning that supports students in solving real-world problems. New roots charter school students earn a regents diploma and demonstrate readiness for higher education by earning college credit and creating a graduation portfolio that demonstrates that they have met or exceeded all 28 new york state learning standards. Our school community creates a model of secondary education that integrates best practices in sustainability education with those proven to support educational equity.

To prepare our diverse student body to meet the challenges of citizenship, work, and life-long learning in the 21st century. Our interdisciplinary academic program features hands-on, community-based learning that supports students in solving real-world problems. New roots charter school students earn a regents diploma and demonstrate readiness for higher education by earning college credit and creating a graduation portfolio that demonstrates that they have met or exceeded all 28 new york state learning standards. Our school community creates a model of secondary education that integrates best practices in sustainability education with those proven to support educational equity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$653,785$751,199▲ $97,414
Accounts Receivable$175,302$318,920▲ $143,618
Land, Buildings, and Equipment, Net$310,995$294,680▼ $16,315
Prepaid Expenses and Deferred Charges$30,887$42,782▲ $11,895
Inventories for Sale or Use$1,374$1,374→ $0
Cash and Non-Interest-Bearing Accounts$393--
Total Assets$1,196,193$1,432,412▲ $236,219
Other Assets Total$23,457$23,457→ $0
Liabilities
Accounts Payable and Accrued Expenses$148,665$157,233▲ $8,568
Other Liabilities$58,313$65,404▲ $7,091
Deferred Revenue-$40,603-
Total Liabilities$206,978$263,240▲ $56,262
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$980,133$1,160,090▲ $179,957
Net Assets With Donor Restrictions$9,082$9,082→ $0
Total Net Assets Fund Balance$989,215$1,169,172▲ $179,957
Total Liabilities and Net Assets / Fund Balance$1,196,193$1,432,412▲ $236,219

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$259,474$337,171$596,645
Equipment$35,206$136,584$171,790
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristina Nilsen-hodgesPrincipalFT$105,552$11,219$116,771

Board Members and Trustees

NameTitle
Jason HamiltonChair
Catherine ThompsonVice Chair
Meghan FitzgeraldTrustee
Paul WheelerTrustee
Peter BardaglioTrustee
Tanya SaundersTrustee
Joseph WilsonSecretary
Kathleen TorelloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$294,403
Program Service Revenue
$1,997,947
Investment Income
$-163
Other Revenue
$7,672
All Other Contributions
$59,899
Change in Net Assets
$164,311

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,299,859
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,299,859
Total Revenue per Form 990
$2,299,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,356,392
Other Expenses$779,156
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$755,835$241,009-$996,844
Occupancy$300,185$30,558-$330,743
Current Officers, Directors, Trustees, and Key Employees$89,830$28,644-$118,474
Payroll Taxes$77,781$24,805-$102,586
Information Technology$85,148--$85,148
Other Employee Benefits$64,036$20,422-$84,458
Fees for Services Other$54,497$29,422-$83,919
Pension Plan Contributions$40,965$13,065-$54,030
Advertising$35,174$6,850-$42,024
Depreciation Depletion$36,070$3,738-$39,808
Insurance$29,948$3,045-$32,993
Fees for Services Accounting-$28,994-$28,994
Fees for Services Legal-$22,171-$22,171
All Other Expenses$5,967$8,289-$14,256
Other Expenses$10,971--$10,971
Office Expenses-$3,555-$3,555
Travel$1,319--$1,319
Total Functional Expenses$1,670,981$464,567$0$2,135,548

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,135,548
Total Expenses per Audited Statements$2,135,548
Total Expenses per Form 990$2,135,548
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Retirement System$65,404
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Copies of form 990 are distributed to the finance committee prior to filing for formal review.”

Form 990, Part VI, Section B, Line 12C

“All current board members are required to complete the disclosure statement on an annual basis. All individuals proposed for board membership shall complete a disclosure statement prior to their election. If at any time a trustee acquires an interest in a matter that might pose a conflict, he or she shall promptly disclose such interest in writing to the chair of the board or to the audit committee. When any matter in which a trustee has an interest comes before the board or a committee of the board, the interest shall be immediately disclosed to the board or committee by the trustee who has the interest. Failure by a board member to complete an annual disclosure may be cause for removal from the board of trustees.”

Form 990, Part VI, Section B, Line 15A

“Compensation is compared to similar positions within the school's district location.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New Roots Charter School
EIN
26-4183302
Phone
6078829220
Address
116 NORTH CAYUGA STREET, ITHACA, NY 14850

Signing Officer

Name
Tina Nilsen-hodges
Title
Executive Director
Phone
6078829220
Signed
2023-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Hamilton
Formed
2009
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
38
Volunteers
12

Preparer

Firm
Insero & Co Cpas Llp
Address
20 THORNWOOD DRIVE, ITHACA, NY 14850
Preparer
Benjamin M Owens CPA
Phone
6072724444
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in allowance for disputed claims 15,646.”

Form 990, Page 12, Part XII, Line 2C

“The process for audit oversight and auditor selection has not changed from the prior year.”

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IRS990/MissionDesc0NEW ROOTS CHARTER SCHOOL PREPARES OUR DIVERSE STUDENT BODY TO MEET THE CHALLENGES OF CITIZENSHIP, WORK, AND LIFE-LONG LEARNING IN THE 21ST CENTURY. OUR INTERDISCIPLINARY ACADEMIC PROGRAM FEATURES HANDS-ON, COMMUNITY-BASED LEARNING THAT SUPPORTS STUDENTS IN SOLVING REAL-WORLD PROBLEMS. NEW ROOTS CHARTER SCHOOL STUDENTS EARN A REGENTS DIPLOMA AND DEMONSTRATE READINESS FOR HIGHER EDUCATION BY EARNING COLLEGE CREDIT AND CREATING A GRADUATION PORTFOLIO THAT DEMONSTRATES THAT THEY HAVE MET OR EXCEEDED ALL 28 NEW YORK STATE LEARNING STANDARDS. OUR SCHOOL COMMUNITY CREATES A MODEL OF SECONDARY EDUCATION THAT INTEGRATES BEST PRACTICES IN SUSTAINABILITY EDUCATION WITH THOSE PROVEN TO SUPPORT EDUCATIONAL EQUITY.
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt030558
IRS990/OccupancyGrp/ProgramServicesAmt0300185
IRS990/OccupancyGrp/TotalAmt0330743
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03555
IRS990/OfficeExpensesGrp/TotalAmt03555
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023457
IRS990/OtherAssetsTotalGrp/EOYAmt023457
IRS990/OtherChangesInNetAssetsAmt015646
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020422
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064036
IRS990/OtherEmployeeBenefitsGrp/TotalAmt084458
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1ROOTS OF SUCCESS GRANT
IRS990/OtherExpensesGrp/Desc2YOUTH ENTREPRENEURSHIP
IRS990/OtherExpensesGrp/Desc3CAYUGA WETLANDS RESTORA
IRS990/OtherExpensesGrp/ProgramServicesAmt034759
IRS990/OtherExpensesGrp/ProgramServicesAmt127730
IRS990/OtherExpensesGrp/ProgramServicesAmt220766
IRS990/OtherExpensesGrp/ProgramServicesAmt310971
IRS990/OtherExpensesGrp/TotalAmt034759
IRS990/OtherExpensesGrp/TotalAmt127730
IRS990/OtherExpensesGrp/TotalAmt220766
IRS990/OtherExpensesGrp/TotalAmt310971
IRS990/OtherLiabilitiesGrp/BOYAmt058313
IRS990/OtherLiabilitiesGrp/EOYAmt065404
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07672
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07672
IRS990/OtherRevenueTotalAmt07672
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0241009
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0755835
IRS990/OtherSalariesAndWagesGrp/TotalAmt0996844
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024805
IRS990/PayrollTaxesGrp/ProgramServicesAmt077781
IRS990/PayrollTaxesGrp/TotalAmt0102586
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt013065
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040965
IRS990/PensionPlanContributionsGrp/TotalAmt054030
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030887
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042782
IRS990/PrincipalOfficerNm0JASON HAMILTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/BusinessCd3611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1TITLE I GRANT
IRS990/ProgramServiceRevenueGrp/Desc2E-RATE REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3FOOD SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01927177
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144122
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt225846
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01927177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt225846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3802
IRS990/ProgSrvcAccomActy2Grp/Desc0FARM TO SCHOOL PROGRAM - THE FARM TO SCHOOL MEALS PROGRAM INTEGRATES THE STUDY OF AGRICULTURAL SCIENCE AND HANDS-ON APPLICATIONS AT LOCAL FARMS WITH THE SCHOOL'S COMMUNITY-BASED LEARNING CURRICULUM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0143709
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0802
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0639236
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0306
IRS990/PYOtherExpensesAmt0661027
IRS990/PYOtherRevenueAmt015685
IRS990/PYProgramServiceRevenueAmt01612254
IRS990/PYRevenuesLessExpensesAmt0472265
IRS990/PYSalariesCompEmpBnftPaidAmt01134189
IRS990/PYTotalExpensesAmt01795216
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02267481
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0164311
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02004817
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0653785
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0751199
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt035206
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0136584
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0171790
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02135548
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0259474
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0337171
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0596645
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt065404
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RETIREMENT SYSTEM
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02299859
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0294680
IRS990ScheduleD/TotalExpensesPerForm990Amt02135548
IRS990ScheduleD/TotalLiabilityAmt065404
IRS990ScheduleD/TotalRevenuePerForm990Amt02299859
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02299859
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02135548
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THROUGH STATEMENTS ON THE WEBSITE, ENROLLMENT MATERIALS AND STUDENT RECRUITMENT LITERATURE AS WELL AS IN OTHER PROMOTIONAL MATERIALS, NEW ROOTS CHARTER SCHOOL INFORMS THE PUBLIC THAT THE SCHOOL IS OPEN TO ALL STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NEW ROOTS CHARTER SCHOOL IS A PUBLIC SCHOOL OPERATING UNDER A CHARTER ISSUED BY THE BOARD OF REGENTS OF THE UNIVERSITY OF THE STATE OF NEW YORK, FOR AND ON BEHALF OF THE STATE EDUCATION DEPARTMENT. FUNDS ARE PROVIDED TO NEW ROOTS CHARTER SCHOOL BY THE STATE OF NEW YORK. THE ORGANIZATION ALSO RECEIVES TITLE I GRANTS AND CHARTER SCHOOL PROGRAM GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF FORM 990 ARE DISTRIBUTED TO THE FINANCE COMMITTEE PRIOR TO FILING FOR FORMAL REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL CURRENT BOARD MEMBERS ARE REQUIRED TO COMPLETE THE DISCLOSURE STATEMENT ON AN ANNUAL BASIS. ALL INDIVIDUALS PROPOSED FOR BOARD MEMBERSHIP SHALL COMPLETE A DISCLOSURE STATEMENT PRIOR TO THEIR ELECTION. IF AT ANY TIME A TRUSTEE ACQUIRES AN INTEREST IN A MATTER THAT MIGHT POSE A CONFLICT, HE OR SHE SHALL PROMPTLY DISCLOSE SUCH INTEREST IN WRITING TO THE CHAIR OF THE BOARD OR TO THE AUDIT COMMITTEE. WHEN ANY MATTER IN WHICH A TRUSTEE HAS AN INTEREST COMES BEFORE THE BOARD OR A COMMITTEE OF THE BOARD, THE INTEREST SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR COMMITTEE BY THE TRUSTEE WHO HAS THE INTEREST. FAILURE BY A BOARD MEMBER TO COMPLETE AN ANNUAL DISCLOSURE MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS COMPARED TO SIMILAR POSITIONS WITHIN THE SCHOOL'S DISTRICT LOCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN ALLOWANCE FOR DISPUTED CLAIMS 15,646.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FRIENDS OF NEW ROOTS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0263780161
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0INACTIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 936
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ITHACA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014851
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,432,412
Liabilities
$263,240
Net assets
$1,169,172
Revenue
$2,299,859
Expenses
$2,135,548
Net income
$164,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.50$1.15$2.63$2.55$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.65$1.07$2.19$2.27$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.26$1.17$2.30$2.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.21$0.99$2.27$1.80$0.47
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.39$0.45$2.08$1.96$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.45$0.46$2.25$2.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.36$0.60$2.29$2.24$0.05