Civic Intelligence

The Roots Foundation Inc

990EZ • Fiscal year 2023 • EIN 27-3059369

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 08, 2024

Organization ProfileRENEWALOFOURTRUESELF.ORG
11 Trafalgar SquareRancho Mirage, CA 92270

(757) 544-2374

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

3rd percentile

-238%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $560 (-100%) from 2021

Net Assets

Down

$0

Down $560 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$235

Down $460 (-66%) from 2021

Expenses

Up

$795

Up $100 (+14%) from 2021

Net Income

Down

-$560

Down $560 from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600$400$200$0Assets 2014: $0Net Assets 2014: $02014Assets 2015: $560Net Assets 2015: $5602015Assets 2016: $560Net Assets 2016: $5602016Assets 2017: $560Net Assets 2017: $5602017Assets 2018: $560Net Assets 2018: $5602018Assets 2019: $560Net Assets 2019: $5602019Assets 2020: $560Net Assets 2020: $5602020Assets 2021: $560Net Assets 2021: $5602021Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0K$1.0K$0-$1.0KRevenue 2014: $02014Revenue 2016: $1,990Expenses 2016: $1,990Net Income 2016: $02016Revenue 2017: $1,000Expenses 2017: $1,000Net Income 2017: $02017Revenue 2018: $1,050Expenses 2018: $1,050Net Income 2018: $02018Revenue 2019: $695Expenses 2019: $695Net Income 2019: $02019Revenue 2020: $695Expenses 2020: $695Net Income 2020: $02020Revenue 2021: $695Expenses 2021: $695Net Income 2021: $02021Revenue 2023: $235Expenses 2023: $795Net Income 2023: -$5602023

Highlighted filing

2023

Revenue$235
Expenses$795
Net Income-$560
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 8, 2024
Return Version
2023v4.0
Gross Receipts
$235
Mission and Program Overview

Mission

The roots foundation has been established to guide, coach, support and lead inner city youth to a successful life full of happiness, health, wealth and love.

Program Services

DescriptionGrantsExpenses
PROVIDE AND COORDINATE SPEAKING ENGAGEMENTS WITH COMMUNITY GROUPS AND CONTRIBUTE TIME AND HOURS TO OTHER NON PROFIT ORGANIZATIONS ALIGNED WITH THE ROOTS FOUNDATION MISSION.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARENCE S CALDWELLPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Roots Foundation Inc
EIN
27-3059369
Phone
7575442374
Address
11 TRAFALGAR SQUARE, RANCHO MIRAGE, CA 92270

Signing Officer

Name
Clarence S Caldwell
Title
President
Phone
7575442374
Signed
2024-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Jones CPA Group Pc
Address
100 CONSTITUTION DRIVE SUITE 200, VIRGINIA BEACH, VA 23462
Preparer
Henry T Petersen CPA
Phone
7576314760
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“The roots foundation has been established to guide, coach, support and lead inner city youth to a successful life full of happiness, health, wealth and love.”

Raw XML Appendix121 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLARENCE S CALDWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07575442374
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011 TRAFALGAR SQUARE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO MIRAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0235
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-560
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0795
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0560
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt0235
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0560
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0560
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLARENCE S CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ROOTS FOUNDATION HAS BEEN ESTABLISHED TO GUIDE, COACH, SUPPORT AND LEAD INNER CITY YOUTH TO A SUCCESSFUL LIFE FULL OF HAPPINESS, HEALTH, WEALTH AND LOVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE AND COORDINATE SPEAKING ENGAGEMENTS WITH COMMUNITY GROUPS AND CONTRIBUTE TIME AND HOURS TO OTHER NON PROFIT ORGANIZATIONS ALIGNED WITH THE ROOTS FOUNDATION MISSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0795
IRS990EZ/TotalRevenueAmt0235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0RENEWALOFOURTRUESELF.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03015
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03015
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0695
IRS990ScheduleA/Total509Grp/TotalAmt03015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0695
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03015
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROOTS FOUNDATION HAS BEEN ESTABLISHED TO GUIDE, COACH, SUPPORT AND LEAD INNER CITY YOUTH TO A SUCCESSFUL LIFE FULL OF HAPPINESS, HEALTH, WEALTH AND LOVE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARENCE S CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07575442374
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROOTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0273059369
ReturnHeader/Filer/PhoneNum07575442374
ReturnHeader/Filer/USAddress/AddressLine1Txt011 TRAFALGAR SQUARE
ReturnHeader/Filer/USAddress/CityNm0RANCHO MIRAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092270
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541208437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CONSTITUTION DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023462
ReturnHeader/PreparerPersonGrp/PhoneNum07576314760
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY T PETERSEN CPA
ReturnHeader/ReturnTs02024-03-14T13:04:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLARENCE S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALDWELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$235
Expenses
$795
Net income
-$560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0$0$235$795$560
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$560$695$695$0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$560$695$695$0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$560$695$695$0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$560$1,050$1,050$0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$560$1,000$1,000$0
2016Detailed filing. Detailed filing data is available for this year.$560$560$1,990$1,990$0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$560
2014Detailed filing. Detailed filing data is available for this year.$0$0$0