Civic Intelligence

Rooted School

990 • Fiscal year 2023 • EIN 47-1901769

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfileROOTEDSCHOOL.ORG

View Organization Page

6701 Press DriveNew Orleans, LA 70126

(504) 208-6571

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

31st percentile

-4.2%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$139,052

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

13th percentile

-10%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,858,229

Down $211,562 (-10%) from 2022

Net Assets

Down

$1,793,474

Down $125,022 (-6.5%) from 2022

Liabilities

Down

$64,755

Down $86,540 (-57%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin31st percentile

Revenue

Down

$2,972,326

Down $911,509 (-23%) from 2022

Expenses

Down

$3,097,348

Down $353,905 (-10%) from 2022

Net Income

Down

-$125,022

Down $557,604 (-129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2023

Assets$1,858,229
Liabilities$64,755
Net Assets$1,793,474
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

2023

Revenue$2,972,326
Expenses$3,097,348
Net Income-$125,022
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$2,972,326
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$1,219,173$1,474,715▲ $255,542
Pledges and Grants Receivable$807,312$343,530▼ $463,782
Prepaid Expenses and Deferred Charges$43,306$19,910▼ $23,396
Accounts Receivable-$74-
Total Assets$2,069,791$1,858,229▼ $211,562
Other Assets Total$0$20,000▲ $20,000
Liabilities
Accounts Payable and Accrued Expenses$123,905$64,755▼ $59,150
Deferred Revenue$27,390--
Total Liabilities$151,295$64,755▼ $86,540
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,918,496$1,793,474▼ $125,022
Total Net Assets Fund Balance$1,918,496$1,793,474▼ $125,022
Total Liabilities and Net Assets / Fund Balance$2,069,791$1,858,229▼ $211,562
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan JohnsonCEOFT$129,272$9,780$139,052
Kaitlin KarpinskiExecutive DirectorFT$108,897$16,138$125,035
Frank IngargiolaChief of OperationsFT$101,198$10,418$111,616

Board Members and Trustees

NameTitle
Geda Jones HerbertBoard President
Alyse UtleyBoard Member
Kathy WoodsBoard Member
Kimberly AndrewsBoard Member
Mark QuinnBoard Member
Sabrina ShortBoard Member
Shannon GlapionBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Sla Management INCSchool Food Program3217 CORRINE DRIVE, Orlanda, FL 32803$112,108
Revenue and Support

Revenue Composition

Contributions and Grants
$2,952,541
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$19,785
All Other Contributions
$61,344
Change in Net Assets
$-125,022

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,972,326
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,972,326
Total Revenue per Form 990
$2,972,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,757,554
Other Expenses$1,339,794
Total Fundraising Expense$32,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,124,598$154,689-$1,279,287
Fees for Services Other$481,589$10,443-$492,032
Occupancy$222,011--$222,011
Current Officers, Directors, Trustees, and Key Employees$128,675$28,398$30,063$187,136
Other Expenses$147,350$63,108-$147,350
Other Employee Benefits$131,401$14,325-$145,726
Payroll Taxes$97,923$12,428$2,112$112,463
Fees for Services Accounting-$106,896-$106,896
Fees for Services Legal-$41,083-$41,083
Advertising-$34,875-$34,875
Pension Plan Contributions$30,605$2,337-$32,942
Office Expenses-$21,749-$21,749
Insurance-$21,115-$21,115
Travel$7,533--$7,533
Total Functional Expenses$2,553,727$511,446$32,175$3,097,348

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,097,348
Total Expenses per Audited Statements$3,097,348
Total Expenses per Form 990$3,097,348
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 35% controlled entity
No
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

“990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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 (determined based on data provided by external charter management organizations and through comparison studies of other charter schools). The process described here was last completed in 2022.”

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
6701 PRESS DRIVE, NEW ORLEANS, LA 70126

Signing Officer

Name
Kaitlin Karpinski
Title
Executive Director
Phone
5042086571
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kaitlin Karpinski
Formed
2014
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
30
Volunteers
7

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Professional and technical services: program service expenses 197,109. Management and general expenses 10,443. Fundraising expenses 0. Total expenses 207,552. Other services: program service expenses 284,480. Management and general expenses 0. Fundraising expenses 0. Total expenses 284,480.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

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 isclosures of uncertain income tax positions are required. The school is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The school files and exempt school return and applicable unrelated business income tax return in the u.s. Federal jurisdiction.”

Raw XML AppendixShowing 400 of 422 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0123905
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt064755
IRS990/AccountsReceivableGrp/EOYAmt074
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE EXIST TO PROVIDE OUR STUDENTS PERSONAL PATHWAYS TO FINANCIAL FREEDOM.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt034875
IRS990/AdvertisingGrp/TotalAmt034875
IRS990/AllOtherContributionsAmt061344
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FRANK INGARGIOLA
IRS990/BooksInCareOfDetail/PhoneNum05042086571
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06701 PRESS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd070126
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01219173
IRS990/CashNonInterestBearingGrp/EOYAmt01474715
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt030063
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028398
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0128675
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0187136
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0112108
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03217 CORRINE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ORLANDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd032803
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SLA MANAGEMENT INC
IRS990/ContractorCompensationGrp/ServicesDesc0SCHOOL FOOD PROGRAM
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02952541
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01339794
IRS990/CYOtherRevenueAmt019785
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-125022
IRS990/CYSalariesCompEmpBnftPaidAmt01757554
IRS990/CYTotalExpensesAmt03097348
IRS990/CYTotalFundraisingExpenseAmt032175
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02972326
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt027390
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ROOTED SCHOOL EXISTS TO PROVIDE PERSONAL PATHWAYS TO FINANCIAL FREEDOM. ROOTED SCHOOL IS ORGANIZED TO MANAGE AND OPERATE A PUBLIC CHARTER HIGH SCHOOL FOR 9 -12TH GRADE. DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION SERVED APPROXIMATELY 170 STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt030
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02553727
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0106896
IRS990/FeesForServicesAccountingGrp/TotalAmt0106896
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt041083
IRS990/FeesForServicesLegalGrp/TotalAmt041083
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010443
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0481589
IRS990/FeesForServicesOtherGrp/TotalAmt0492032
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09780
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt116138
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210418
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1KAITLIN KARPINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK INGARGIOLA
IRS990/Form990PartVIISectionAGrp/PersonNm3GEDA JONES HERBERT
IRS990/Form990PartVIISectionAGrp/PersonNm4ALYSE UTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5SABRINA SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm6KIMBERLY ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm8SHANNON GLAPION
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHY WOODS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0129272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1108897
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2101198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt02891197
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02972326
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt021115
IRS990/InsuranceGrp/TotalAmt021115
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0LA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE EXIST TO PROVIDE OUR STUDENTS PERSONAL PATHWAYS TO FINANCIAL FREEDOM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01918496
IRS990/NetAssetsOrFundBalancesEOYAmt01793474
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01918496
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01793474
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0222011
IRS990/OccupancyGrp/TotalAmt0222011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021749
IRS990/OfficeExpensesGrp/TotalAmt021749
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt020000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014325
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0131401
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0145726
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt063108
IRS990/OtherExpensesGrp/ProgramServicesAmt0182042
IRS990/OtherExpensesGrp/ProgramServicesAmt1147350
IRS990/OtherExpensesGrp/TotalAmt0245150
IRS990/OtherExpensesGrp/TotalAmt1147350
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER PROGRAM REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt019785
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019785
IRS990/OtherRevenueTotalAmt019785
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0154689
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01124598
IRS990/OtherSalariesAndWagesGrp/TotalAmt01279287
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02112
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012428
IRS990/PayrollTaxesGrp/ProgramServicesAmt097923
IRS990/PayrollTaxesGrp/TotalAmt0112463
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02337
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030605
IRS990/PensionPlanContributionsGrp/TotalAmt032942
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0807312
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0343530
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043306
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019910
IRS990/PrincipalOfficerNm0KAITLIN KARPINSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03817571
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01631463
IRS990/PYOtherRevenueAmt066264
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0432582
IRS990/PYSalariesCompEmpBnftPaidAmt01819790
IRS990/PYTotalExpensesAmt03451253
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03883835
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-125022
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03097348
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02972326
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 ISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AND EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03097348
IRS990ScheduleD/TotalRevenuePerForm990Amt02972326
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02972326
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03097348
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 STATE AND 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/ExplanationTxt0990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
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 (DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS). THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL AND TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 197,109. MANAGEMENT AND GENERAL EXPENSES 10,443. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,552. OTHER SERVICES: PROGRAM SERVICE EXPENSES 284,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02069791
IRS990/TotalAssetsEOYAmt01858229
IRS990/TotalAssetsGrp/BOYAmt02069791
IRS990/TotalAssetsGrp/EOYAmt01858229
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02952541
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032175
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0511446
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02553727
IRS990/TotalFunctionalExpensesGrp/TotalAmt03097348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0151295
IRS990/TotalLiabilitiesEOYAmt064755
IRS990/TotalLiabilitiesGrp/BOYAmt0151295
IRS990/TotalLiabilitiesGrp/EOYAmt064755
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01918496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01793474
IRS990/TotalOtherCompensationAmt036336
IRS990/TotalProgramServiceExpensesAmt02553727
IRS990/TotalReportableCompFromOrgAmt0339367
IRS990/TotalRevenueGrp/ExclusionAmt019785
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02972326
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02069791
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01858229
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07533
IRS990/TravelGrp/TotalAmt07533
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06701 PRESS DRIVE
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070126
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0ROOTEDSCHOOL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAITLIN KARPINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05042086571
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTED SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0471901769

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,858,229
Liabilities
$64,755
Net assets
$1,793,474
Revenue
$2,972,326
Expenses
$3,097,348
Net income
-$125,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.46$1.20$2.46$3.05$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.06$1.79$2.97$3.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.15$1.92$3.88$3.45$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.21$1.49$4.23$3.17$1.06
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.51$0.43$3.05$2.77$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.11$0.14$2.00$2.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.20$1.50$1.42$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.45$0.35$0.10
2016Summary only. Only limited summary data is available for this year.$0.03$0.01$0.02$0.36$0.34$0.02