Civic Intelligence

Rooted in Giving

EIN 32-0749515 • Rancho Santa Fe, CA

PO Box 8894Rancho Santa Fe, CA 92067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$7,895

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$7,895

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

$15,325

No earlier filing loaded for comparison.

Expenses

$7,430

No earlier filing loaded for comparison.

Net Income

$7,895

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2024: $7,895Liabilities 2024: $0Net Assets 2024: $7,8952024

Highlighted filing

2024

Assets$7,895
Liabilities$0
Net Assets$7,895
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0Revenue 2024: $15,325Expenses 2024: $7,430Net Income 2024: $7,8952024

Highlighted filing

2024

Revenue$15,325
Expenses$7,430
Net Income$7,895
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,895
Liabilities
$0
Net assets
$7,895
Revenue
$15,325
Expenses
$7,430
Net income
$7,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$15.3$7.43$7.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY ROOTPresident-$0--
MATTHEW ROOTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rooted in Giving
EIN
32-0749515
Phone
8582544116
Address
PO BOX 8894, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Stacy Root
Title
President
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Magnus Blue LLP
Address
100 E San Marcos Blvd Ste 100, San Marcos, CA 92069
Preparer
Jack M Shirley
Phone
7605999900
Raw XML Appendix170 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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