Civic Intelligence

Community Roots Foundation

990 • Fiscal year 2017 • EIN 46-2630292

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization ProfileN/A

View Organization Page

29292 Crown Valley PkwyLaguna Niguel, CA 92677

(949) 831-4272

Siviq Scores

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

Liabilities / Assets

67th percentile

0.14x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.08x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$126,570

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

18%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$385,443

Up $80,504 (+26%) from 2016

Net Assets

Up

$331,408

Up $137,629 (+71%) from 2016

Liabilities

Down

$54,035

Down $57,125 (-51%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Up

$711,282

Up $107,490 (+18%) from 2016

Expenses

Up

$573,653

Up $56,470 (+11%) from 2016

Net Income

Up

$137,629

Up $51,020 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.5M$1.0M$500K$0Assets 2014: $110,349Liabilities 2014: $10,170Net Assets 2014: $100,1792014Assets 2015: $130,190Liabilities 2015: $23,020Net Assets 2015: $107,1702015Assets 2016: $304,939Liabilities 2016: $111,160Net Assets 2016: $193,7792016Assets 2017: $385,443Liabilities 2017: $54,035Net Assets 2017: $331,4082017Assets 2018: $484,146Liabilities 2018: $36,264Net Assets 2018: $447,8822018Assets 2019: $601,946Liabilities 2019: $54,770Net Assets 2019: $547,1762019Assets 2020: $462,988Liabilities 2020: $216,788Net Assets 2020: $246,2002020Assets 2021: $376,937Liabilities 2021: $238,369Net Assets 2021: $138,5682021Assets 2022: $439,829Liabilities 2022: $122,102Net Assets 2022: $317,7272022Assets 2023: $736,844Liabilities 2023: $42,151Net Assets 2023: $694,6932023Assets 2024: $931,653Liabilities 2024: $56,298Net Assets 2024: $875,3552024Assets 2025: $1,202,892Liabilities 2025: $43,991Net Assets 2025: $1,158,9012025

Highlighted filing

2017

Assets$385,443
Liabilities$54,035
Net Assets$331,408
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $221,478Expenses 2014: $124,740Net Income 2014: $96,7382014Revenue 2015: $453,583Expenses 2015: $446,592Net Income 2015: $6,9912015Revenue 2016: $603,792Expenses 2016: $517,183Net Income 2016: $86,6092016Revenue 2017: $711,282Expenses 2017: $573,653Net Income 2017: $137,6292017Revenue 2018: $868,271Expenses 2018: $751,797Net Income 2018: $116,4742018Revenue 2019: $930,842Expenses 2019: $831,548Net Income 2019: $99,2942019Revenue 2020: $691,935Expenses 2020: $992,911Net Income 2020: -$300,9762020Revenue 2021: $1,047,495Expenses 2021: $1,155,127Net Income 2021: -$107,6322021Revenue 2022: $1,273,038Expenses 2022: $1,093,879Net Income 2022: $179,1592022Revenue 2023: $1,748,738Expenses 2023: $1,371,772Net Income 2023: $376,9662023Revenue 2024: $1,502,282Expenses 2024: $1,321,620Net Income 2024: $180,6622024Revenue 2025: $1,831,583Expenses 2025: $1,548,037Net Income 2025: $283,5462025

Highlighted filing

2017

Revenue$711,282
Expenses$573,653
Net Income$137,629
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$711,282
Mission and Program Overview

Mission

To raise funds for the benefit of the community roots academy charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$281,636$368,098▲ $86,462
Prepaid Expenses and Deferred Charges$9,525$10,538▲ $1,013
Land, Buildings, and Equipment, Net$8,596$6,807▼ $1,789
Accounts Receivable$5,182$0▼ $5,182
Total Assets$304,939$385,443▲ $80,504
Liabilities
Other Liabilities$78,467$50,841▼ $27,626
Deferred Revenue$15,918$0▼ $15,918
Accounts Payable and Accrued Expenses$16,775$3,194▼ $13,581
Total Liabilities$111,160$54,035▼ $57,125
Net Assets / Fund Balance
Unrestricted Net Assets$193,779$331,408▲ $137,629
Total Net Assets Fund Balance$193,779$331,408▲ $137,629
Total Liabilities and Net Assets / Fund Balance$304,939$385,443▲ $80,504

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,807$4,564$11,371
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eve FeinExecutive DirectorFT$12,000$114,570$126,570
Jeremy CavallaroBoard Member--$115,543$115,543

Board Members and Trustees

NameTitle
Ron GlickmanPresident
Lynn BogartSecretary/treasury
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$711,282
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$137,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$432,886
Other Expenses$140,767
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$287,974$59,993-$347,967
Payroll Taxes$42,366$10,592-$52,958
Occupancy$30,610$7,653-$38,263
Office Expenses$26,259$6,565-$32,824
Fees for Services Other$22,977$5,744-$28,721
Other Employee Benefits$15,969$3,992-$19,961
Other Expenses$13,054$3,263-$16,317
Current Officers, Directors, Trustees, and Key Employees-$12,000-$12,000
Fees for Services Accounting$8,640$2,160-$10,800
Insurance$4,272$1,068-$5,340
Advertising$2,076$519-$2,595
Travel$2,004$501-$2,505
Depreciation Depletion$1,431$358-$1,789
Fees for Services Legal$1,290$323-$1,613
Total Functional Expenses$458,922$114,731$0$573,653
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 Other Agencies$50,199
Payroll Liabilities$642
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 11B

“Management reviews a draft of the form 990 and then it is presented to the board for review and approval prior to filing.”

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

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors.”

Form 990, Part VI, Section C, Line 19

“The documents are readily available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Community Roots Foundation
EIN
46-2630292
Phone
9498314272
Address
29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Eve Fein
Title
Executive Director
Phone
9498314272
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Fein
Formed
2013
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
43
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick Debruyne CPA
Phone
6268577300
Raw XML Appendix379 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT REVIEWS A DRAFT OF THE FORM 990 AND THEN IT IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
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 C, LINE 19
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0385443
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IRS990/TotalEmployeeCnt043
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0458922
IRS990/TotalFunctionalExpensesGrp/TotalAmt0573653
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IRS990/TotalLiabilitiesEOYAmt054035
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IRS990/TotalOtherCompensationAmt014438
IRS990/TotalProgramServiceExpensesAmt0458922
IRS990/TotalProgramServiceRevenueAmt0711282
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09498314272
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:44:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK DEBRUYNE CPA
ReturnHeader/ReturnTs02018-05-14T14:43:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$385,443
Liabilities
$54,035
Net assets
$331,408
Revenue
$711,282
Expenses
$573,653
Net income
$137,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.04$1.16$1.83$1.55$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.06$0.88$1.50$1.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.04$0.69$1.75$1.37$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.12$0.32$1.27$1.09$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.24$0.14$1.05$1.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.22$0.25$0.69$0.99$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.05$0.55$0.93$0.83$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.45$0.87$0.75$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.05$0.33$0.71$0.57$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.11$0.19$0.60$0.52$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.11$0.45$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.10$0.22$0.12$0.10