Civic Intelligence

The Roots Foundation Inc

990EZ • Fiscal year 2016 • EIN 47-4182322

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileN/A
PO Box 6433Asheville, NC 28816

(828) 407-9246

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

$5,221

No earlier filing loaded for comparison.

Net Assets

$3,212

No earlier filing loaded for comparison.

Liabilities

$2,009

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin22nd percentile

Revenue

$77,796

No earlier filing loaded for comparison.

Expenses

$87,206

No earlier filing loaded for comparison.

Net Income

-$9,410

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2016: $5,221Liabilities 2016: $2,009Net Assets 2016: $3,2122016Assets 2017: $9,218Liabilities 2017: $3,238Net Assets 2017: $5,9802017Assets 2018: $605Net Assets 2018: $6052018Assets 2019: $13,558Liabilities 2019: $0Net Assets 2019: $13,5582019Assets 2020: $1,459Liabilities 2020: $0Net Assets 2020: $1,4592020

Highlighted filing

2016

Assets$5,221
Liabilities$2,009
Net Assets$3,212
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2016: $77,796Expenses 2016: $87,206Net Income 2016: -$9,4102016Revenue 2017: $114,179Expenses 2017: $111,411Net Income 2017: $2,7682017Revenue 2018: $109,269Expenses 2018: $114,644Net Income 2018: -$5,3752018Revenue 2019: $52,398Expenses 2019: $43,265Net Income 2019: $9,1332019Revenue 2020: $53,101Expenses 2020: $65,200Net Income 2020: -$12,0992020

Highlighted filing

2016

Revenue$77,796
Expenses$87,206
Net Income-$9,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$77,796
Mission and Program Overview

Mission

Build outdoor classrooms & education

To build outdoor classrooms and develop cirriculum that allows for outdoor education.

Program Services

DescriptionGrantsExpenses
Built outdoor garden classrooms at Verner Early Learning Center and Vance Elementary School. Assisting educators in building cirriculum directly tied to North Carolina educational standards that utilizes the outdoor classroom to teach approximately 659 students in an active, hands-on, team oriented approach.-$96,441
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PORTERFIELDChairman-$0--
MATTHEW PARRISVice-Chairman-$0--
JEAN-LUC LEBLANCTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Roots Foundation Inc
EIN
47-4182322
Phone
8284079246
Address
PO BOX 6433, ASHEVILLE, NC 28816

Signing Officer

Name
James Matthew Parris
Title
Executive Director
Phone
8284079246
Signed
2017-05-15

Preparer

Firm
Le Blanc CPA Limited
Address
218 BROADWAY, ASHEVILLE, NC 28801
Preparer
Stuart Leblanc CPA
Phone
8282254940
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is circulated to board members by e-mail.”

Pt VI, Line 15A

“Independent board members set Executive Director salary.”

Pt VI, Line 15B

“Independent board members set salary for all key employees.”

Form 990EZ, Part I, Line 16

“INSURANCE 3194.”

Form 990EZ, Part I, Line 16

“BANK FEES 199.”

Form 990EZ, Part I, Line 16

“VEHICLE EXPENSE 2547.”

Form 990EZ, Part I, Line 16

“Permaculture supplies 8557.”

Form 990EZ, Part I, Line 16

“EQUIPMENT RENTAL 3051.”

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MARK ROSENSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08284079246
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034 CANDLER SCHOOL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CANDLER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028715
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05221
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01546
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt03212
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012622
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0302
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PORTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW PARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEAN-LUC LEBLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017548
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To build outdoor classrooms and develop cirriculum that allows for outdoor education.
IRS990EZ/PrintingPublicationsPostageAmt05314
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Built outdoor garden classrooms at Verner Early Learning Center and Vance Elementary School. Assisting educators in building cirriculum directly tied to North Carolina educational standards that utilizes the outdoor classroom to teach approximately 659 students in an active, hands-on, team oriented approach.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096441
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt062496
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02009
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087206
IRS990EZ/TotalProgramServiceExpensesAmt096441
IRS990EZ/TotalRevenueAmt077796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077796
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt077796
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077796
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077796
IRS990ScheduleA/TotalSupportAmt077796
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is circulated to board members by e-mail.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Independent board members set Executive Director salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Independent board members set salary for all key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 3194.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VEHICLE EXPENSE 2547.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PERMACULTURE SUPPLIES 8557.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUIPMENT RENTAL 3051.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MATTHEW PARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08284079246
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROOTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0474182322
ReturnHeader/Filer/PhoneNum08284079246
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6433
ReturnHeader/Filer/USAddress/CityNm0ASHEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028816
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F6DC4C16FDFF3CE12BA5E475AFC920F22EC2FC70
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F6DC4C16FDFF3CE12BA5E475AFC920F22EC2FC70
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.85.118.4
ReturnHeader/FilingSecurityInformation/IPDt02017-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:49:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LE BLANC CPA LIMITED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028801
ReturnHeader/PreparerPersonGrp/PhoneNum08282254940
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART LEBLANC CPA
ReturnHeader/ReturnTs02017-10-12T18:49:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,221
Liabilities
$2,009
Net assets
$3,212
Revenue
$77,796
Expenses
$87,206
Net income
-$9,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.53$0.65$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.52$0.43$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.01$1.09$1.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.03$0.06$1.14$1.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$0.78$0.87$0.09