Civic Intelligence

Roots and Branches Inc

990 • Fiscal year 2016 • EIN 27-2600173

Jul 01, 2015 to Jun 30, 2016 • Filed on May 08, 2017

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

61st percentile

0.20x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

28th percentile

-5.5%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$30,770

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

4th percentile

-27%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-2.5%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$471,026

Down $176,314 (-27%) from 2015

Net Assets

Down

$378,778

Down $132,859 (-26%) from 2015

Liabilities

Down

$92,248

Down $43,455 (-32%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin28th percentile

Revenue

Down

$2,433,926

Down $62,180 (-2.5%) from 2015

Expenses

Up

$2,566,785

Up $288,630 (+13%) from 2015

Net Income

Down

-$132,859

Down $350,810 (-161%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2016

Assets$471,026
Liabilities$92,248
Net Assets$378,778
Open 2016 Filing

Operations Trend

Revenue Growth35th 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

2016

Revenue$2,433,926
Expenses$2,566,785
Net Income-$132,859
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$2,433,926
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$345,646$247,203▼ $98,443
Land, Buildings, and Equipment, Net$267,673$194,698▼ $72,975
Pledges and Grants Receivable$30,736$25,612▼ $5,124
Prepaid Expenses and Deferred Charges$3,285$3,513▲ $228
Total Assets$647,340$471,026▼ $176,314
Liabilities
Other Liabilities$127,885$84,908▼ $42,977
Accounts Payable and Accrued Expenses$7,818$7,340▼ $478
Total Liabilities$135,703$92,248▼ $43,455
Net Assets / Fund Balance
Unrestricted Net Assets$511,637$378,778▼ $132,859
Total Net Assets Fund Balance$511,637$378,778▼ $132,859
Total Liabilities and Net Assets / Fund Balance$647,340$471,026▼ $176,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$109,105$254,344$363,449
Leasehold Improvements$85,593$20,786$106,379
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura BristowExecutive DirectorPT$30,770$30,770

Board Members and Trustees

NameTitle
John BerggrenPresident
Anne StewartMember
Brandi LamonteMember
Kim ThorntonMember
Laurence CampbellMember
Paul HullebergMember
Chrysalinn ArchieSecretary
Bill FoxburrowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,055
Program Service Revenue
$2,424,370
Investment Income
$2
Other Revenue
$1,499
All Other Contributions
$7,113
Change in Net Assets
$-132,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,433,926
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,433,926
Total Revenue per Form 990
$2,433,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,143,747
Other Expenses$423,038
Total Fundraising Expense$21,302
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,576,150$34,477-$1,610,627
Other Employee Benefits$331,846--$331,846
Occupancy$171,200$26,571-$197,771
Payroll Taxes$129,063$1,521$1,521$132,105
Depreciation Depletion$72,975--$72,975
Current Officers, Directors, Trustees, and Key Employees$34,585$17,292$17,292$69,169
Advertising$19,915$2,489$2,489$24,893
Fees for Services Accounting$7,511$7,511-$15,022
Insurance$10,910$3,829-$14,739
Fees for Services Other$14,400--$14,400
Office Expenses-$6,647-$6,647
Other Expenses$3,154$3,157-$6,311
All Other Expenses$2,281$716-$2,997
Total Functional Expenses$2,441,273$104,210$21,302$2,566,785

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,566,785
Total Expenses per Audited Statements$2,566,785
Total Expenses per Form 990$2,566,785
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
Fundraising Gross Income$1,499
Fundraising Direct Expenses$0
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$84,908
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
Bill Foxburrow
Title
Treasurer
Phone
4436422320
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Foxburrow
Formed
2010
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
8
Employees
24
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 2013.”

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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/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02424370
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0109105
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0254344
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0363449
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02566785
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt085593
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt020786
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0106379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084908
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BCPSS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02433926
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0194698
IRS990ScheduleD/TotalExpensesPerForm990Amt02566785
IRS990ScheduleD/TotalLiabilityAmt084908
IRS990ScheduleD/TotalRevenuePerForm990Amt02433926
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02433926
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02566785
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/TotalAssetsBOYAmt0647340
IRS990/TotalAssetsEOYAmt0471026
IRS990/TotalAssetsGrp/BOYAmt0647340
IRS990/TotalAssetsGrp/EOYAmt0471026
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08055
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021302
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0104210
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02441273
IRS990/TotalFunctionalExpensesGrp/TotalAmt02566785
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0135703
IRS990/TotalLiabilitiesEOYAmt092248
IRS990/TotalLiabilitiesGrp/BOYAmt0135703
IRS990/TotalLiabilitiesGrp/EOYAmt092248
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0511637
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0378778
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02441273
IRS990/TotalProgramServiceRevenueAmt02424370
IRS990/TotalReportableCompFromOrgAmt030770
IRS990/TotalRevenueGrp/ExclusionAmt01501
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02424370
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02433926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0647340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471026
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0511637
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0378778
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL FOXBURROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04436422320
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS AND BRANCHES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0272600173
ReturnHeader/Filer/PhoneNum04436422320
ReturnHeader/Filer/USAddress/AddressLine1Txt01807 HARLEM AVENUE
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521162023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEYRICH CRONIN & SORRA CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0139 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEL AIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021014
ReturnHeader/PreparerPersonGrp/PhoneNum04108792237

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,026
Liabilities
$92,248
Net assets
$378,778
Revenue
$2,433,926
Expenses
$2,566,785
Net income
-$132,859
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