Civic Intelligence

Community Roots Foundation

990 • Fiscal year 2018 • EIN 46-2630292

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

Organization ProfileN/A

View Organization Page

29292 Crown Valley PkwyLaguna Niguel, CA 92677

(949) 831-4272

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$484,146

Flat from 2018

Net Assets

Flat

$447,882

Flat from 2018

Liabilities

Flat

$36,264

Flat from 2018

Revenue And Expenses

Revenue

Flat

$868,271

Flat from 2018

Expenses

Flat

$751,797

Flat from 2018

Net Income

Flat

$116,474

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$484,146
Liabilities$36,264
Net Assets$447,882
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$868,271
Expenses$751,797
Net Income$116,474
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$868,271
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$368,098$454,401▲ $86,303
Land, Buildings, and Equipment, Net$6,807$17,727▲ $10,920
Prepaid Expenses and Deferred Charges$10,538$12,018▲ $1,480
Total Assets$385,443$484,146▲ $98,703
Liabilities
Other Liabilities$50,841$26,047▼ $24,794
Accounts Payable and Accrued Expenses$3,194$10,217▲ $7,023
Total Liabilities$54,035$36,264▼ $17,771
Net Assets / Fund Balance
Unrestricted Net Assets$331,408$447,882▲ $116,474
Total Net Assets Fund Balance$331,408$447,882▲ $116,474
Total Liabilities and Net Assets / Fund Balance$385,443$484,146▲ $98,703

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,727$9,206$26,933
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Jeremy CavallaroBoard Member-$135,997$135,997
Eve FeinExecutive Director$11,141$120,409$131,550

Board Members and Trustees

NameTitle
Ron GlickmanPresident
Andrea KnudsenSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,553
Program Service Revenue
$849,718
Investment Income
$0
Other Revenue
$0
All Other Contributions
$18,553
Change in Net Assets
$116,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$571,450
Other Expenses$180,347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$359,065$89,766-$448,831
Payroll Taxes$75,110$18,777-$93,887
Office Expenses$38,241$9,560-$47,801
Occupancy$33,458$8,365-$41,823
Fees for Services Other$32,348$8,087-$40,435
Other Employee Benefits$13,262$3,315-$16,577
Current Officers, Directors, Trustees, and Key Employees$9,724$2,431-$12,155
Fees for Services Accounting$8,880$2,220-$11,100
Insurance$6,073$1,518-$7,591
Fees for Services Legal$3,832$958-$4,790
Depreciation Depletion$3,714$928-$4,642
All Other Expenses$1,541--$1,541
Travel$1,073$271-$1,344
Other Expenses$0$1,254-$1,254
Advertising$262$65-$327
Total Functional Expenses$601,438$150,359$0$751,797
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$26,047
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
Yes
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 A, Line 8B

“The organization does not have any committees with authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“Management reviews a draft of the form 990 and then it is distributed to the board for review 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 B, Line 15A

“Review of comparable compensation is performed by the board of directors of community roots charter school before approval. Contemporaneous documentation is also maintained.”

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
2019-04-30
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
34
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick Debruyne CPA
Phone
6268577300
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT REVIEWS A DRAFT OF THE FORM 990 AND THEN IT IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN 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/ExplanationTxt3REVIEW OF COMPARABLE COMPENSATION IS PERFORMED BY THE BOARD OF DIRECTORS OF COMMUNITY ROOTS CHARTER SCHOOL BEFORE APPROVAL. CONTEMPORANEOUS DOCUMENTATION IS ALSO MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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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/TotalAssetsEOYAmt0484146
IRS990/TotalAssetsGrp/BOYAmt0385443
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0150359
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0601438
IRS990/TotalFunctionalExpensesGrp/TotalAmt0751797
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TravelGrp/ProgramServicesAmt01073
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/FilingSecurityInformation/IPTm011:11:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
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ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK DEBRUYNE CPA
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ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$484,146
Liabilities
$36,264
Net assets
$447,882
Revenue
$868,271
Expenses
$751,797
Net income
$116,474
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
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