Civic Intelligence

Roots & Heritage Festival Inc.

EIN 61-1329940 • 501(c)3 • Lexington, KY

RevokedPub. 78 Eligible

Profile

The organization's primary exempt purpose is to promote african american history and culture

Revocation date: May 15, 2021

PO Box 11712Lexington, KY 40577-1712

www.rootsandheritagefestival.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

52nd percentile

2.3%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-23%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,190

Down $3,105 (-23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$10,190

Up $1,895 (+23%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$81,205

Up $12,976 (+19%) from 2023

Expenses

Up

$79,312

Up $2,527 (+3.3%) from 2023

Net Income

Up

$1,893

Up $10,449 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$40K$30K$20K$10K$0Assets 2010: $11,525Liabilities 2010: $02010Assets 2011: $9,070Liabilities 2011: $02011Assets 2012: $7,711Liabilities 2012: $02012Assets 2013: $11,241Liabilities 2013: $02013Assets 2014: $14,401Liabilities 2014: $0Net Assets 2014: $14,4012014Assets 2015: $3,392Liabilities 2015: $0Net Assets 2015: $3,3922015Assets 2016: $4,378Liabilities 2016: $02016Assets 2017: $14,092Liabilities 2017: $0Net Assets 2017: $14,0922017Assets 2021: $32,663Liabilities 2021: $0Net Assets 2021: $32,6632021Assets 2022: $16,854Liabilities 2022: $02022Assets 2023: $13,295Liabilities 2023: $5,000Net Assets 2023: $8,2952023Assets 2024: $10,190Net Assets 2024: $10,1902024

Highlighted filing

2024

Assets$10,190
Liabilities-
Net Assets$10,190
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2010: $84,928Expenses 2010: $84,502Net Income 2010: $4262010Revenue 2011: $80,427Expenses 2011: $82,882Net Income 2011: -$2,4552011Revenue 2012: $83,377Expenses 2012: $84,736Net Income 2012: -$1,3592012Revenue 2013: $85,378Expenses 2013: $81,848Net Income 2013: $3,5302013Revenue 2014: $82,620Expenses 2014: $79,458Net Income 2014: $3,1622014Revenue 2015: $76,851Expenses 2015: $87,861Net Income 2015: -$11,0102015Revenue 2016: $72,082Expenses 2016: $71,096Net Income 2016: $9862016Revenue 2017: $80,485Expenses 2017: $70,771Net Income 2017: $9,7142017Revenue 2021: $36,000Expenses 2021: $36,711Net Income 2021: -$7112021Revenue 2022: $73,110Expenses 2022: $88,919Net Income 2022: -$15,8092022Revenue 2023: $68,229Expenses 2023: $76,785Net Income 2023: -$8,5562023Revenue 2024: $81,205Expenses 2024: $79,312Net Income 2024: $1,8932024

Highlighted filing

2024

Revenue$81,205
Expenses$79,312
Net Income$1,893
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,190
Liabilities
-
Net assets
$10,190
Revenue
$81,205
Expenses
$79,312
Net income
$1,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$10.2$81.2$79.3$1.89
2023Detailed filing. Detailed filing data is available for this year.$13.3$5.00$8.30$68.2$76.8$8.56
2022Summary only. Only limited summary data is available for this year.$16.9$0.00$73.1$88.9$15.8
2021Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$36.0$36.7$0.71
2017Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$80.5$70.8$9.71
2016Summary only. Only limited summary data is available for this year.$4.38$0.00$72.1$71.1$0.99
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$76.9$87.9$11.0
2014Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$82.6$79.5$3.16
2013Summary only. Only limited summary data is available for this year.$11.2$0.00$85.4$81.8$3.53
2012Summary only. Only limited summary data is available for this year.$7.71$0.00$83.4$84.7$1.36
2011Summary only. Only limited summary data is available for this year.$9.07$0.00$80.4$82.9$2.46
2010Summary only. Only limited summary data is available for this year.$11.5$0.00$84.9$84.5$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$83,521
Mission and Program Overview

Mission

The organization's primary exempt purpose is to promote african american history and culture

Program Services

DescriptionGrantsExpenses
PROMOTE AND FOSTER COMMUNITY PRIDE AND CULTURAL CONTINUITY AMONG RESIDENTS THROUGH FORUMS, ACTIVITIES, AND PROGRAMS. THE MAIN ACTIVITY IS A STREET FESTIVAL WHICH APPROXIMATELY 45,000 PEOPLE ATTEND.-$79,312
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY BAIRDPresident-$0--
GEORGE BROWNVice Preside-$0--
PATRICIA HAYDENTreasurer-$0--
BEVERLY HENDERSONAt Large-$0--
CATHERINE WARNERPast Preside-$0--
JACQUES WIGGINGTONPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Roots & Heritage Festival Inc
EIN
61-1329940
Phone
8592583261
Address
PO BOX 11712, LEXINGTON, KY 40577-1712

Signing Officer

Name
Kimberly Baird
Title
President
Phone
8592932789
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Fwk & Associates Pllc
Address
401 LEWIS HARGETT CIRCLE SUITE 110, LEXINGTON, KY 40503
Preparer
Louis E Fister Jr
Phone
8592190098
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 661 insurance 2,048 bank charges 426 equipment rentals 1,460 hospitality expenses 6,897 license fees 15 telephone 1,133 website 20 audio & video 80 performing artist 29,289 festival 33,307 total 75,336”

Form 990-ez, Part II, Line 26

“Loans from officers 5,000 0”

Form 990-ez, Part III

“The organization's primary exempt purpose is to promote african american history and culture”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA HAYDON
IRS990EZ/BooksInCareOfDetail/PhoneNum08592583261
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 11712
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040577
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013297
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010190
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053389
IRS990EZ/CostOfGoodsSoldAmt02316
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01893
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03760
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013297
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010190
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-970
IRS990EZ/GrossReceiptsAmt083521
IRS990EZ/GrossSalesOfInventoryAmt01346
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08297
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010190
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08297
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY BAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA HAYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CATHERINE WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACQUES WIGGINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075336
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE AFRICAN AMERICAN HISTORY AND CULTURE
IRS990EZ/PrintingPublicationsPostageAmt0216
IRS990EZ/ProgramServiceRevenueAmt028786
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND FOSTER COMMUNITY PRIDE AND CULTURAL CONTINUITY AMONG RESIDENTS THROUGH FORUMS, ACTIVITIES, AND PROGRAMS. THE MAIN ACTIVITY IS A STREET FESTIVAL WHICH APPROXIMATELY 45,000 PEOPLE ATTEND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079312
IRS990EZ/TotalProgramServiceExpensesAmt079312
IRS990EZ/TotalRevenueAmt081205
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROOTSANDHERITAGEFESTIVAL.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0VENDOR FEES 81,482 GROSS RECEIPTS - T-SHIRT SALES 3,805
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0179001
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt085287
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt030132
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt026782
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt028373
IRS990ScheduleA/OtherIncome170Grp/TotalAmt085287
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60270
IRS990ScheduleA/PublicSupportPY170Pct00.54400
IRS990ScheduleA/PublicSupportTotal170Amt0159287
IRS990ScheduleA/SubstantialContributorsTotAmt019714
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0179001
IRS990ScheduleA/TotalSupportAmt0264288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 661 INSURANCE 2,048 BANK CHARGES 426 EQUIPMENT RENTALS 1,460 HOSPITALITY EXPENSES 6,897 LICENSE FEES 15 TELEPHONE 1,133 WEBSITE 20 AUDIO & VIDEO 80 PERFORMING ARTIST 29,289 FESTIVAL 33,307 TOTAL 75,336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOANS FROM OFFICERS 5,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE AFRICAN AMERICAN HISTORY AND CULTURE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY BAIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08592932789
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS & HERITAGE FESTIVAL INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0611329940
ReturnHeader/Filer/PhoneNum08592583261
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11712
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0405771712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611373721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FWK & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 LEWIS HARGETT CIRCLE SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08592190098
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS E FISTER JR
ReturnHeader/ReturnTs02025-11-11T12:40:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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