Civic Intelligence

The 4R Foundation Inc

EIN 47-4062821 • 501(c)3 • Orlando, FL

Profile

The purpose of the 4r foundation (d/b/a 4roots) is to provide philanthropic support to various communities and/or individuals in need and to invest in food and farming initiatives that improve the health of our community.

1918 W Princeton StOrlando, FL 32804

www.4rootsfarm.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.13x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.30x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

9.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

22nd percentile

-6.8%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Up

$23,425,463

Up $4,893,825 (+26%) from 2023

Liabilities

Down

$3,126,537

Down $1,125,411 (-26%) from 2023

Net Assets

Up

$20,298,926

Up $6,019,236 (+42%) from 2023

Revenue

Up

$10,401,236

Up $6,841,389 (+192%) from 2023

Expenses

Up

$4,754,368

Up $2,215,278 (+87%) from 2023

Net Income

Up

$5,646,868

Up $4,626,111 (+453%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2015: $160,800Liabilities 2015: $0Net Assets 2015: $160,8002015Assets 2016: $395,590Liabilities 2016: $5,108Net Assets 2016: $390,4822016Assets 2017: $468,188Liabilities 2017: $11Net Assets 2017: $468,1772017Assets 2018: $964,304Liabilities 2018: $25,855Net Assets 2018: $938,4492018Assets 2019: $356,886Liabilities 2019: $325,552Net Assets 2019: $31,3342019Assets 2020: $2,046,762Liabilities 2020: $717,517Net Assets 2020: $1,329,2452020Assets 2021: $4,527,448Liabilities 2021: $588,982Net Assets 2021: $3,938,4662021Assets 2022: $19,554,213Liabilities 2022: $6,296,128Net Assets 2022: $13,258,0852022Assets 2023: $18,531,638Liabilities 2023: $4,251,948Net Assets 2023: $14,279,6902023Assets 2024: $23,425,463Liabilities 2024: $3,126,537Net Assets 2024: $20,298,9262024

Highlighted filing

2024

Assets$23,425,463
Liabilities$3,126,537
Net Assets$20,298,926

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $223,204Expenses 2015: $62,404Net Income 2015: $160,8002015Revenue 2016: $636,498Expenses 2016: $406,816Net Income 2016: $229,6822016Revenue 2017: $748,876Expenses 2017: $671,181Net Income 2017: $77,6952017Revenue 2018: $948,798Expenses 2018: $478,526Net Income 2018: $470,2722018Revenue 2019: $750,778Expenses 2019: $1,631,246Net Income 2019: -$880,4682019Revenue 2020: $4,530,463Expenses 2020: $3,235,198Net Income 2020: $1,295,2652020Revenue 2021: $4,489,948Expenses 2021: $1,881,270Net Income 2021: $2,608,6782021Revenue 2022: $11,983,926Expenses 2022: $2,660,114Net Income 2022: $9,323,8122022Revenue 2023: $3,559,847Expenses 2023: $2,539,090Net Income 2023: $1,020,7572023Revenue 2024: $10,401,236Expenses 2024: $4,754,368Net Income 2024: $5,646,8682024

Highlighted filing

2024

Revenue$10,401,236
Expenses$4,754,368
Net Income$5,646,868

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$11,090,681
Mission and Program Overview

Mission

The purpose of the 4r foundation is to provide philanthropic support in times of need at a moment's notice to various communities and/or individuals in need.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$12,840,733$12,762,834▼ $77,899
Land, Buildings, and Equipment, Net$1,159,604$3,719,560▲ $2,559,956
Cash and Non-Interest-Bearing Accounts$455,764$3,181,015▲ $2,725,251
Pledges and Grants Receivable$3,876,614$2,736,523▼ $1,140,091
Investments Program Related$0$367,302▲ $367,302
Intangible Assets$96,173$367,302▲ $271,129
Prepaid Expenses and Deferred Charges$11,962$79,926▲ $67,964
Accounts Receivable$23,203$72,376▲ $49,173
Inventories for Sale or Use$10,354$27,233▲ $16,879
Loans From Officers Directors$25,000$0▼ $25,000
Investments in Publicly Traded Securities$10,784$0▼ $10,784
Savings and Temporary Cash Investments$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Total Assets$18,531,638$23,425,463▲ $4,893,825
Other Assets Total$46,447$111,392▲ $64,945
Liabilities
Accounts Payable and Accrued Expenses$1,024,851$1,737,427▲ $712,576
Mortgage Notes Payable Secured by Investment Property$2,726,992$1,224,938▼ $1,502,054
Deferred Revenue$365,056$122,774▼ $242,282
Other Liabilities$110,049$41,398▼ $68,651
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,251,948$3,126,537▼ $1,125,411
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,079,690$18,051,203▲ $3,971,513
Net Assets With Donor Restrictions$200,000$2,247,723▲ $2,047,723
Total Net Assets Fund Balance$14,279,690$20,298,926▲ $6,019,236
Total Liabilities and Net Assets / Fund Balance$18,531,638$23,425,463▲ $4,893,825

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,314,653$0$3,314,653
Equipment$272,039$374,941$646,980
Other Land Buildings$132,868$114,140$247,008
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Franklin F SnelsonGrants DirectorFT$175,483$4,342$179,825
Thomas M WardExecutive DirectorFT$150,524$12,361$162,885
Monica AggarwalChief Medical OfficerFT$150,720-$150,720

Board Members and Trustees

NameTitle
John RiversCEO & Board Chairman
Doug HarcombeDirector
Fj FlynnDirector
Greg McneillDirector
Kay RawlinsDirector
Ken RobinsonDirector
Mark JonesDirector
Robert GordenDirector
Sandy HostetterDirector
Tanya EasterlingDirector
Tony MasseyDirector
Mayor Buddy DyerHonorary Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$9,694,032
Program Service Revenue
$0
Investment Income
$126,017
Other Revenue
$581,187
All Other Contributions
$9,694,032
Change in Net Assets
$5,646,868

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$544,907Fair Market Value (FMV)
Other Non Cash Contri Table1$9,089Fair Market Value (FMV)
Other Non Cash Contri Table1$7,990Fair Market Value (FMV)
Other Non Cash Contri Table1$5,500Fair Market Value (FMV)
Other Non Cash Contri Table1$970Fair Market Value (FMV)
Total Noncash Contributions5$568,456-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,616,045
Salaries, Compensation, and Employee Benefits$1,820,948
Total Fundraising Expense$381,965
Grants and Similar Amounts Paid$317,375
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$454,288$559,968$79,629$1,093,885
Fees for Services Other$574,105$0$99,259$673,364
Current Officers, Directors, Trustees, and Key Employees$201,747$255,599$36,084$493,430
Grants to Domestic Orgs$317,375--$317,375
Advertising$24,997$227,049$6,404$258,450
Fees for Services Accounting$10,141$187,006-$197,147
Office Expenses$59,734$72,003$26,781$158,518
All Other Expenses$35,673$82,591$12,999$131,263
Other Employee Benefits$26,310$80,849$9,661$116,820
Payroll Taxes$52,850$55,080$8,883$116,813
Depreciation Depletion-$109,852-$109,852
Travel$33,213$70,432$1,638$105,283
Insurance$4,248$74,390$2,480$81,118
Occupancy-$65,700-$65,700
Fees for Services Legal-$51,742-$51,742
Information Technology$10,281$23,569$13,678$47,528
Other Expenses$4,198$5,589$29,796$39,583
Fees for Services Management$18,195--$18,195
Interest$4,319$7,703$2,521$14,543
Total Functional Expenses$1,832,900$2,539,503$381,965$4,754,368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orlando After School All-stars IncOrlando, FL501(c)(3)support children in need in Central Florida$120,000
Ucp of Central FloridaOrlando, FL501(c)(3)support children in need in Central Florida$25,000
Victory CupWinter Park, FL501(c)(3)Program Support$15,000
Central Florida Miracle LeagueWindermere, FL501(c)(3)support children in need in Central Florida$10,000
Christian Service Center for Central Florida IncOrlando, FL501(c)(3)support children in need in Central Florida$10,000
Collin Reed Moorefield Canterbury FundSt Petersburg, FL501(c)(3)support children in need in Central Florida$10,000
Family Promise of Greater Orlando IncWinter Park, FL501(c)(3)support children in need in Central Florida$10,000
Foundation for Foster Children IncWinter Park, FL501(c)(3)support children in need in Central Florida$10,000
Give Hope Foundation IncLongwood, FL501(c)(3)support children in need in Central Florida$10,000
Harbor House of Central Florida IncOrlando, FL501(c)(3)support children in need in Central Florida$10,000
Lovely ProjectOrlando, FL501(c)(3)support children in need in Central Florida$10,000
Orlando Science CenterOrlando, FL501(c)(3)Inspire Science$10,000
Special Hearts FarmGotha, FL501(c)(3)support children in need in Central Florida$10,000
The Faine House IncOrlando, FL501(c)(3)support children in need in Central Florida$10,000
Up OrlandoVero Beach, FL501(c)(3)Support Families$10,000
Winter Park Day Nursery IncWinter Park, FL501(c)(3)support children in need in Central Florida$10,000
Baby DjMaitland, FL501(c)(3)support children in need in Central Florida$7,500
Brooke Davis Angle Fund IncorporatedYulee, FL501(c)(3)Support Special$7,500
Southern Glazer Wine and SpiritsMiramar, FLN/aProgram Support$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$25,000$0▼ $25,000
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$41,398
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 8B:

The organization does not have a committee with authority to act on behalf of the governing body.

FORM 990, PART VI, SECTION B, LINE 11B:

A draft of form 990 is distributed to all board members for review before filing with the internal revneue service.

FORM 990, PART VI, SECTION B, LINE 12C:

Periodic reviews are conducted. Benefits and compensation are reviewed to determine if reasonable. Partnerships, ventures, and arrangements with managment organizations are reviewed to determine if they conform to the organization's written policies and are recorded if they reflect reasonable investment or payment for goods and services.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents and financial statements available to the public upon request via u.s. Mail or inspection at its office.

FORM 990, PART VI, SECTION A, LINE 7A AND 7B:

The board of directors has the power to elect persons of the governing body. Governance decisions are reviewed by the board and subject to approval.

FORM 990, PART VI, SECTION B, LINE 15:

The board of directors performs a comprehensive review of comparable local area non-profit compensation packages and other market studies to determine the executive director's compensation.

Filing and Contact Details

Filer

Filer Name
4roots Foundation Inc
EIN
47-4062821
In Care Of
% KEEYON UPKINS
Phone
4076874344
Address
1918 W Princeton St, ORLANDO, FL 32804

Signing Officer

Name
Keeyon Upkins
Title
CFO
Phone
4076874344
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keeyon Upkins
Formed
2015
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
25
Volunteers
706

Preparer

Firm
Withumsmithbrownpc
Address
200 S ORANGE AVESTE 1200, ORLANDO, FL 32801-3400
Preparer
Kathryn L Ennis CPA
Phone
4078491569
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4D:

OTHER PROGRAM SERVICE ACCOMPLISHMENTS: -DONATIONS MADE TO LOCAL ORLANDO SCHOOLS AND CHURCHES IN ORDER TO PROMOTE AFTER-SCHOOL PROGRAMS IN A SAFE ENVIORNMENT THAT HELPS YOUTH EXCEL IN SCHOOL AND LIFE. -The 4Roots Foundation is dedicated to building a better food future by educating communities, supporting local agriculture, and promoting Sustainability. The 4Roots Caf, located at the Orlando Science Center, is a direct extension of this mission-offering a unique blend of dining and informal learning that nourishes both body and mind. The caf introduces an entirely new concept where food is not just fuel, but a gateway to understanding the world around us. Through its immersive environment and educational exhibits, visitors are invited to explore the story behind their food-how it's grown, sourced, and its impact on health, the environment, and the economy. The caf proudly serves a plant-forward menu, emphasizing health and sustainability. It sources as much produce as possible from local Florida growers, supporting regional agriculture and reducing the carbon footprint. All dishes and cutlery are sustainably produced, reinforcing the foundation's commitment to environmental stewardship. Informal Education Through Experience Located within a science museum, the caf is part of a broader educational initiative that includes interactive exhibits and demonstrations. Visitors learn about food systems, waste reduction, and the importance of local farming-making the dining experience both nourishing and enlightening. Financial Support for the Foundation The caf is owned by the 4Roots Foundation, and a portion of its proceeds directly supports the foundation's programs, including: The 4Roots Farm Campus Feed the Need Florida Educational outreach and community partnerships Community Engagement and Accessibility With a hybrid service model offering grab-and-go options and customizable meals, the caf is accessible to a wide audience. It serves as a community hub, connecting families, educators, and advocates in a shared mission to transform the food system.

FORM 990, PART I, LINE 1:

The purpose of the 4ROOTS Foundation, INC. (d/b/a 4Roots) is to provide philanthropic support to various communities and/or individuals in need and to invest in food and farming initiatives that improve the health of our community.

FORM 990, PART XI, LINE 9:

Goodwill from the Cafe Asset Acquisition - $367,302

Form 990, Part III, Line 2

IN JANUARY 2024, 4ROOTS FOUNDATION, INC. ACQUIRED THE 4ROOTS CAFE a mission-driven dining experience located at the Orlando Science Center. 4Roots Caf is part of a broader initiative to educate and inspire people about food systems, sustainability, and health. It complements the Food Heroes Exhibit, which includes interactive displays, cooking and farming demos, and educational content about food waste, farming innovations, and food insecurity.

Form 990 Part IX Line 11G

Description:other fees total fees:673364

Financial Statement Notes

FORM 990, SCHEDULE D, PART X, LINE 2:

The Foundation is a not-for-profit corporations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Therefore, no provision for income taxes has been included in the accompanying consolidated financial statements. Accounting principles generally accepted in the United States of America prescribe requirements for the recognition of income taxes in the consolidated financial statements, and the amounts recognized are affected by income tax positions taken by the Foundation in its tax returns. The Foundation's status as an exempt organization is defined as an income tax position under these requirements. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by the Foundation in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the consolidated financial statements. Management does not believe that the Foundation has any material uncertain tax positions at September 30, 2024. Management analyzed its various federal and state filing positions and believes that its income tax filing positions and deductions are well documented and supported. Additionally, management believes that no accruals for tax liabilities related to uncertain income tax positions are required. Therefore, no reserves for uncertain tax positions have been recorded.

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IRS990/ProgSrvcAccomActy2Grp/Desc0FRESH BY 4ROOTS: SUPPORTS A STRONGER LOCAL FOOD NETWORK BY MAKING FRESH, SEASONAL, NON-GMO PRODUCE SUSTAINABLY GROWN ON FLORIDA FARMS. ADDITIONAL, RESPONSIBLY PRODUCE MEATS, DAIRY PRODUCTS, EGGS AND OTHER PANTRY ESSENTIALS, EASILY ACCESSIBLE TO THE COMMUNITY AT AN AFFORDABLE PRICE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Florida Farmer Film: The 4Roots Foundation partnered with the Florida Department of Agriculture and Consumer Services to produce a documentary film highlighting the role local farmers play in the state's economy.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES
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