Civic Intelligence

Roots and Branches Inc

990 • Fiscal year 2015 • EIN 27-2600173

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 14, 2016

Organization ProfileWWW.ROOTSANDBRANCHESSCHOOL.ORG
1807 Harlem AvenueBaltimore, MD 21217

(443) 642-2320

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.21x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

65th percentile

8.7%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$19,200

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

91st percentile

47%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$647,340

Up $207,662 (+47%) from 2014

Net Assets

Up

$511,637

Up $217,951 (+74%) from 2014

Liabilities

Down

$135,703

Down $10,289 (-7.0%) from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin65th percentile

Revenue

Up

$2,496,106

Up $373,492 (+18%) from 2014

Expenses

Up

$2,278,155

Up $50,245 (+2.3%) from 2014

Net Income

Up

$217,951

Up $323,247 (+307%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$800K$600K$400K$200K$0Assets 2011: $17,612Liabilities 2011: $6,709Net Assets 2011: $10,9032011Assets 2012: $307,550Liabilities 2012: $29,535Net Assets 2012: $278,0152012Assets 2013: $518,567Liabilities 2013: $119,584Net Assets 2013: $398,9832013Assets 2014: $439,678Liabilities 2014: $145,992Net Assets 2014: $293,6862014Assets 2015: $647,340Liabilities 2015: $135,703Net Assets 2015: $511,6372015Assets 2016: $471,026Liabilities 2016: $92,248Net Assets 2016: $378,7782016Assets 2017: $230,146Liabilities 2017: $50,814Net Assets 2017: $179,3322017Assets 2018: $143,039Liabilities 2018: $92,379Net Assets 2018: $50,6602018

Highlighted filing

2015

Assets$647,340
Liabilities$135,703
Net Assets$511,637
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $55,235Expenses 2011: $44,332Net Income 2011: $10,9032011Expenses 2012: $1,471,3442012Expenses 2013: $1,890,3042013Revenue 2014: $2,122,614Expenses 2014: $2,227,910Net Income 2014: -$105,2962014Revenue 2015: $2,496,106Expenses 2015: $2,278,155Net Income 2015: $217,9512015Revenue 2016: $2,433,926Expenses 2016: $2,566,785Net Income 2016: -$132,8592016Revenue 2017: $2,303,115Expenses 2017: $2,502,561Net Income 2017: -$199,4462017Revenue 2018: $1,801,105Expenses 2018: $1,929,777Net Income 2018: -$128,6722018

Highlighted filing

2015

Revenue$2,496,106
Expenses$2,278,155
Net Income$217,951
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$2,497,037
Mission and Program Overview

Mission

The mission of roots and branches school is to create and operate a public school in baltimore city with an inquiry-driven, arts-integrated curriculum with a focus on making its students life-long learners and community-minded citizens who embrace diversity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,494$345,646▲ $250,152
Land, Buildings, and Equipment, Net$340,650$267,673▼ $72,977
Pledges and Grants Receivable$800$30,736▲ $29,936
Prepaid Expenses and Deferred Charges$2,734$3,285▲ $551
Total Assets$439,678$647,340▲ $207,662
Liabilities
Other Liabilities$78,059$127,885▲ $49,826
Accounts Payable and Accrued Expenses$63,286$7,818▼ $55,468
Grants Payable$4,647--
Total Liabilities$145,992$135,703▼ $10,289
Net Assets / Fund Balance
Unrestricted Net Assets$293,686$511,637▲ $217,951
Total Net Assets Fund Balance$293,686$511,637▲ $217,951
Total Liabilities and Net Assets / Fund Balance$439,678$647,340▲ $207,662

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$176,446$187,003$363,449
Leasehold Improvements$91,227$15,152$106,379
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ricarda EastonExecutive DirectorPT$19,200$19,200

Board Members and Trustees

NameTitle
Beth MortonMember
Brandie LamonteMember
Chrysalinn ArchieMember
Eleanor EatonMember
John BerggrenMember
Laurence CampbellMember
Raymond RichardsonMember
Bill FoxborrowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,557
Program Service Revenue
$2,485,654
Investment Income
$1
Other Revenue
$6,894
All Other Contributions
$3,370
Change in Net Assets
$217,951

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,496,106
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$931
Total Revenue per Audited Statements
$2,497,037
Total Revenue per Form 990
$2,496,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,878,221
Other Expenses$399,934
Total Fundraising Expense$6,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,431,126$4,367-$1,435,493
Other Employee Benefits$309,720--$309,720
Occupancy$162,582$25,642-$188,224
Payroll Taxes$113,042$383$383$113,808
Depreciation Depletion$72,976--$72,976
Fees for Services Other$22,398--$22,398
Current Officers, Directors, Trustees, and Key Employees$9,600$4,800$4,800$19,200
Fees for Services Accounting$7,637$7,637-$15,274
Insurance$10,108$3,315-$13,423
Advertising$9,512$1,189$1,189$11,890
Other Expenses$8,522$547-$8,522
Office Expenses-$3,479-$3,479
Travel$2,505--$2,505
Interest$869$869-$1,738
Total Functional Expenses$2,219,555$52,228$6,372$2,278,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,279,086
Expenses per Audited Statements$2,278,155
Total Expenses per Form 990$2,278,155
Expenses Not Reported on Form 990$931
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,825
Fundraising Direct Expenses$931
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 Bcpss$127,885
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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 11

“The treasurer and finance committee reviews the form 990 before it is filed.”

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

“The organization sends out their conflict of interest policy annually and asks every board member to fill in the disclosure form. These forms are reviewed by the president of the board and the chief operating officer of the school. The conflict of interest policy is also reviewed with the employees of the school annually.”

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
Roots and Branches Inc
EIN
27-2600173
Phone
4436422320
Address
1807 HARLEM AVENUE, BALTIMORE, MD 21217

Signing Officer

Name
Laura Bristow
Title
Executive Director
Phone
4436422320
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Bristow
Formed
2010
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
8
Employees
16
Volunteers
25

Preparer

Firm
Weyrich Cronin & Sorra Chartered
Address
139 NORTH MAIN STREET, BEL AIR, MD 21014
Preparer
Kelli L Miller CPA
Phone
4108792237
Supplemental Narrative

Additional Explanations

Part XI, Line 2C

“Finance committee assumes responsibility for oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“The school is no longer subject to u.s. Federal or state income tax examinations by tax authorities for fiscal years before 2011. The school did not have any unrecognized tax benefits as of june 30, 2014 and does not expect this to change significantly over the next twelve months.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expneses netted with fundraising revenue 931.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted with fundraising revenue 931.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYOtherRevenueAmt05810
IRS990/PYProgramServiceRevenueAmt02103545
IRS990/PYRevenuesLessExpensesAmt0-105296
IRS990/PYSalariesCompEmpBnftPaidAmt01871956
IRS990/PYTotalExpensesAmt02227910
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02122614
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0217951
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02485654
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0176446
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187003
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0363449
IRS990ScheduleD/ExpensesNotReportedAmt0931
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02278155
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt091227
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015152
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0106379
IRS990ScheduleD/OtherExpensesIncludedAmt0931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0127885
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BCPSS
IRS990ScheduleD/OtherRevenueAmt0931
IRS990ScheduleD/RevenueNotReportedAmt0931
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02496106
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2011. THE SCHOOL DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2014 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPNESES NETTED WITH FUNDRAISING REVENUE 931.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE 931.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0267673
IRS990ScheduleD/TotalExpensesPerForm990Amt02278155
IRS990ScheduleD/TotalLiabilityAmt0127885
IRS990ScheduleD/TotalRevenuePerForm990Amt02496106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02497037
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02279086
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION SENDS OUT THEIR CONFLICT OF INTEREST POLICY ANNUALLY AND ASKS EVERY BOARD MEMBER TO FILL IN THE DISCLOSURE FORM. THESE FORMS ARE REVIEWED BY THE PRESIDENT OF THE BOARD AND THE CHIEF OPERATING OFFICER OF THE SCHOOL. THE CONFLICT OF INTEREST POLICY IS ALSO REVIEWED WITH THE EMPLOYEES OF THE SCHOOL ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0439678
IRS990/TotalAssetsEOYAmt0647340
IRS990/TotalAssetsGrp/BOYAmt0439678
IRS990/TotalAssetsGrp/EOYAmt0647340
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03557
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06372
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052228
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02219555
IRS990/TotalFunctionalExpensesGrp/TotalAmt02278155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0145992
IRS990/TotalLiabilitiesEOYAmt0135703
IRS990/TotalLiabilitiesGrp/BOYAmt0145992
IRS990/TotalLiabilitiesGrp/EOYAmt0135703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0293686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511637
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02219555
IRS990/TotalProgramServiceRevenueAmt02485654
IRS990/TotalReportableCompFromOrgAmt019200
IRS990/TotalRevenueGrp/ExclusionAmt06895
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02485654
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02496106
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0439678
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0647340
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02505
IRS990/TravelGrp/TotalAmt02505
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0293686
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0511637
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01807 HARLEM AVENUE
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021217
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ROOTSANDBRANCHESSCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BRISTOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04436422320
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS AND BRANCHES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0272600173
ReturnHeader/Filer/PhoneNum04436422320
ReturnHeader/Filer/USAddress/AddressLine1Txt01807 HARLEM AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$647,340
Liabilities
$135,703
Net assets
$511,637
Revenue
$2,496,106
Expenses
$2,278,155
Net income
$217,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.09$0.05$1.80$1.93$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.05$0.18$2.30$2.50$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.09$0.38$2.43$2.57$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.14$0.51$2.50$2.28$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.15$0.29$2.12$2.23$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.12$0.40$1.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.03$0.28$1.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.01$0.01$0.06$0.04$0.01