Civic Intelligence

Rooted School

990 • Fiscal year 2018 • EIN 47-1901769

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

4238 St Charles AvenueNew Orleans, LA 70115

(504) 208-6571

Siviq Scores

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

Liabilities / Assets

54th percentile

0.11x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

57th percentile

5.4%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$107,184

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

94th percentile

77%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

234%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$225,603

Up $98,226 (+77%) from 2017

Net Assets

Up

$200,323

Up $81,794 (+69%) from 2017

Liabilities

Up

$25,280

Up $16,432 (+186%) from 2017

Revenue

Up

$1,504,697

Up $1,053,697 (+234%) from 2017

Expenses

Up

$1,422,903

Up $1,070,395 (+304%) from 2017

Net Income

Down

$81,794

Down $16,698 (-17%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $29,379Liabilities 2016: $9,342Net Assets 2016: $20,0372016Assets 2017: $127,377Liabilities 2017: $8,848Net Assets 2017: $118,5292017Assets 2018: $225,603Liabilities 2018: $25,280Net Assets 2018: $200,3232018Assets 2019: $248,983Liabilities 2019: $105,422Net Assets 2019: $143,5612019Assets 2020: $937,722Liabilities 2020: $512,476Net Assets 2020: $425,2462020Assets 2021: $1,691,753Liabilities 2021: $205,839Net Assets 2021: $1,485,9142021Assets 2022: $2,069,791Liabilities 2022: $151,295Net Assets 2022: $1,918,4962022Assets 2023: $1,858,229Liabilities 2023: $64,755Net Assets 2023: $1,793,4742023Assets 2024: $1,656,415Liabilities 2024: $457,727Net Assets 2024: $1,198,6882024

Highlighted filing

2018

Assets$225,603
Liabilities$25,280
Net Assets$200,323

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $363,035Expenses 2016: $342,998Net Income 2016: $20,0372016Revenue 2017: $451,000Expenses 2017: $352,508Net Income 2017: $98,4922017Revenue 2018: $1,504,697Expenses 2018: $1,422,903Net Income 2018: $81,7942018Revenue 2019: $2,000,399Expenses 2019: $2,057,161Net Income 2019: -$56,7622019Revenue 2020: $3,047,306Expenses 2020: $2,765,621Net Income 2020: $281,6852020Revenue 2021: $4,228,328Expenses 2021: $3,167,660Net Income 2021: $1,060,6682021Revenue 2022: $3,883,835Expenses 2022: $3,451,253Net Income 2022: $432,5822022Revenue 2023: $2,972,326Expenses 2023: $3,097,348Net Income 2023: -$125,0222023Revenue 2024: $2,459,930Expenses 2024: $3,054,716Net Income 2024: -$594,7862024

Highlighted filing

2018

Revenue$1,504,697
Expenses$1,422,903
Net Income$81,794
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$1,504,697
Mission and Program Overview

Mission

We exist to provide our students personal pathways to financial freedom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$125,232$164,919▲ $39,687
Pledges and Grants Receivable-$60,684-
Prepaid Expenses and Deferred Charges$2,145--
Total Assets$127,377$225,603▲ $98,226
Liabilities
Accounts Payable and Accrued Expenses$8,848$25,280▲ $16,432
Total Liabilities$8,848$25,280▲ $16,432
Net Assets / Fund Balance
Unrestricted Net Assets$118,529$200,323▲ $81,794
Total Net Assets Fund Balance$118,529$200,323▲ $81,794
Total Liabilities and Net Assets / Fund Balance$127,377$225,603▲ $98,226
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan JohnsonCEOFT$98,596$8,588$107,184
Adrien MaughtCOOFT$90,321$13,977$104,298

Board Members and Trustees

NameTitle
Matt CandlerBoard Chair
Brandin CampbellBoard Member
John AlfordBoard Member
Kesana DurandBoard Member
Travis ChaseBoard Member
Gerri WillisParent Liaison
Kyle FinkeSecretary
Tony ZandersTreasurerer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,504,156
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$541
All Other Contributions
$853,550
Change in Net Assets
$81,794

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,504,697
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,504,697
Total Revenue per Form 990
$1,504,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$731,508
Other Expenses$691,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$318,303$103,850-$422,153
Other Expenses$235,166--$235,166
Current Officers, Directors, Trustees, and Key Employees$165,816$41,453-$207,269
Occupancy$150,290--$150,290
Travel$110,199$21,330-$131,529
Fees for Services Other$80,787$21,416-$102,203
Payroll Taxes$35,438$10,223-$45,661
Other Employee Benefits$29,406$13,706-$43,112
All Other Expenses$26,367$10,990-$37,357
Fees for Services Accounting-$13,891-$13,891
Pension Plan Contributions$9,284$4,029-$13,313
Insurance-$9,589-$9,589
Fees for Services Legal-$5,426-$5,426
Office Expenses-$5,385-$5,385
Advertising-$559-$559
Total Functional Expenses$1,161,056$261,847$0$1,422,903

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,422,903
Total Expenses per Audited Statements$1,422,903
Total Expenses per Form 990$1,422,903
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
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Other officer compensation reviewed
Yes
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

A copy of the form 990 is presented to the board for comments and approval prior to filing the form.

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

The officers, directors, and trustees all sign the conflict of interest policy on an annual basis. The organization also holds monthly board meetings where the board discuss opportunities and potential conflicts of interest. If a conflict of interest were to arise, the board chair would direct a committee or the governing board to investigate the nature of the conflict of interest. Furthermore, the board chair would then delegate the task to the governing board or committee to research all feasible alternatives to evaluate in lieu of the potential conflict of interest.

Form 990, Part VI, Section B, Line 15

The board reviews and approves the compensation amounts for rooted's ceo based on the market rate for the position. The ceo determines the compensation of other key employees of the organization in accordance with the market rate for their position.

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
Rooted School
EIN
47-1901769
Phone
5042086571
Address
4238 ST CHARLES AVENUE, NEW ORLEANS, LA 70115

Signing Officer

Name
Jonathan Johnson
Title
CEO
Phone
5042086571
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Johnson
Formed
2014
Legal Domicile
La
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The school is a nonprofit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3). Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction. The statute of limitations for federal purposes is generally three years.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS GENERALLY THREE YEARS.
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01422903
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY AVAILABLE THROUGH ITS WEBSITE AND ON MARKETING MATERIALS FOR NEW STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL DOES NOT PROVIDE ANY SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2ROOTED SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY FEDERAL MONIES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND APPROVAL PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS, DIRECTORS, AND TRUSTEES ALL SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE ORGANIZATION ALSO HOLDS MONTHLY BOARD MEETINGS WHERE THE BOARD DISCUSS OPPORTUNITIES AND POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST WERE TO ARISE, THE BOARD CHAIR WOULD DIRECT A COMMITTEE OR THE GOVERNING BOARD TO INVESTIGATE THE NATURE OF THE CONFLICT OF INTEREST. FURTHERMORE, THE BOARD CHAIR WOULD THEN DELEGATE THE TASK TO THE GOVERNING BOARD OR COMMITTEE TO RESEARCH ALL FEASIBLE ALTERNATIVES TO EVALUATE IN LIEU OF THE POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES THE COMPENSATION AMOUNTS FOR ROOTED'S CEO BASED ON THE MARKET RATE FOR THE POSITION. THE CEO DETERMINES THE COMPENSATION OF OTHER KEY EMPLOYEES OF THE ORGANIZATION IN ACCORDANCE WITH THE MARKET RATE FOR THEIR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0127377
IRS990/TotalAssetsEOYAmt0225603
IRS990/TotalAssetsGrp/BOYAmt0127377
IRS990/TotalAssetsGrp/EOYAmt0225603
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01504156
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0261847
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01161056
IRS990/TotalFunctionalExpensesGrp/TotalAmt01422903
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08848
IRS990/TotalLiabilitiesEOYAmt025280
IRS990/TotalLiabilitiesGrp/BOYAmt08848
IRS990/TotalLiabilitiesGrp/EOYAmt025280
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0200323
IRS990/TotalOtherCompensationAmt022565
IRS990/TotalProgramServiceExpensesAmt01161056
IRS990/TotalReportableCompFromOrgAmt0188917
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0541
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01504697
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0225603
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt021330
IRS990/TravelGrp/ProgramServicesAmt0110199
IRS990/TravelGrp/TotalAmt0131529
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0118529
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0200323
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04238 ST CHARLES AVENUE
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070115
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0ROOTEDSCHOOL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05042086571
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTED SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0471901769
ReturnHeader/Filer/PhoneNum05042086571
ReturnHeader/Filer/USAddress/AddressLine1Txt04238 ST CHARLES AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05361518973D1A559921F7DF4214214CF34F86A31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BCC8A6D2A0235F1B1EA74BDE772789555568A9AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:23:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN
ReturnHeader/ReturnTs02019-05-14T11:02:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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