Civic Intelligence

Community Solutions 360Inc

990 • Fiscal year 2023 • EIN 65-0953161

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization ProfileN/A
8466 Lockwood Ridge RoadSarasota, FL 34243

(941) 809-2231

Siviq Scores

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

Liabilities / Assets

91st percentile

0.59x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.21x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$35,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-68%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

460%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$149,182

Down $318,831 (-68%) from 2022

Net Assets

Up

$61,325

Up $35,708 (+139%) from 2022

Liabilities

Down

$87,857

Down $354,539 (-80%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin53rd percentile

Revenue

Up

$422,248

Up $346,798 (+460%) from 2022

Expenses

Up

$403,112

Up $312,886 (+347%) from 2022

Net Income

Up

$19,136

Up $33,912 (+230%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,040,194Liabilities 2010: $2,055,913Net Assets 2010: -$15,7192010Assets 2011: $201,914Liabilities 2011: $299,419Net Assets 2011: -$97,5052011Assets 2012: $1,243,894Liabilities 2012: $1,093,605Net Assets 2012: $150,2892012Assets 2013: $17,577Liabilities 2013: $0Net Assets 2013: $17,5772013Assets 2014: $25,349Liabilities 2014: $10,000Net Assets 2014: $15,3492014Assets 2015: $507,158Liabilities 2015: $495,390Net Assets 2015: $11,7682015Assets 2016: $18,911Liabilities 2016: $3,685Net Assets 2016: $15,2262016Assets 2017: $17,126Liabilities 2017: $0Net Assets 2017: $17,1262017Assets 2018: $187,968Liabilities 2018: $157,991Net Assets 2018: $29,9772018Assets 2019: $277,023Liabilities 2019: $157,991Net Assets 2019: $119,0322019Assets 2020: $500,164Liabilities 2020: $425,834Net Assets 2020: $74,3302020Assets 2021: $482,790Liabilities 2021: $442,396Net Assets 2021: $40,3942021Assets 2022: $468,013Liabilities 2022: $442,396Net Assets 2022: $25,6172022Assets 2023: $149,182Liabilities 2023: $87,857Net Assets 2023: $61,3252023Assets 2024: $143,489Liabilities 2024: $87,857Net Assets 2024: $55,6322024

Highlighted filing

2023

Assets$149,182
Liabilities$87,857
Net Assets$61,325
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $139,3292010Expenses 2011: $167,0132011Revenue 2012: $409,160Expenses 2012: $141,966Net Income 2012: $267,1942012Revenue 2013: $113,164Expenses 2013: $245,876Net Income 2013: -$132,7122013Revenue 2014: $69,032Expenses 2014: $56,260Net Income 2014: $12,7722014Revenue 2015: $79,152Expenses 2015: $78,482Net Income 2015: $6702015Revenue 2016: $56,586Expenses 2016: $53,128Net Income 2016: $3,4582016Revenue 2017: $51,903Expenses 2017: $52,060Net Income 2017: -$1572017Revenue 2018: $72,582Expenses 2018: $56,328Net Income 2018: $16,2542018Revenue 2019: $203,984Expenses 2019: $114,428Net Income 2019: $89,5562019Revenue 2020: $62,485Expenses 2020: $106,043Net Income 2020: -$43,5582020Revenue 2021: $249,661Expenses 2021: $283,597Net Income 2021: -$33,9362021Revenue 2022: $75,450Expenses 2022: $90,226Net Income 2022: -$14,7762022Revenue 2023: $422,248Expenses 2023: $403,112Net Income 2023: $19,1362023Revenue 2024: $66,138Expenses 2024: $71,831Net Income 2024: -$5,6932024

Highlighted filing

2023

Revenue$422,248
Expenses$403,112
Net Income$19,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v6.0
Gross Receipts
$422,248
Mission and Program Overview

Mission

Corporation works with Sarasota and Manatee counties Office of Housing and Community Development to build and/or refurbish homes for qualified applicants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$454,679$113,712▼ $340,967
Cash and Non-Interest-Bearing Accounts$13,334$35,470▲ $22,136
Total Assets$468,013$149,182▼ $318,831
Liabilities
Other Liabilities$442,396$87,857▼ $354,539
Total Liabilities$442,396$87,857▼ $354,539
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,617$61,325▲ $35,708
Total Net Assets Fund Balance$25,617$61,325▲ $35,708
Total Liabilities and Net Assets / Fund Balance$468,013$149,182▼ $318,831
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura CarterDirectorFT$35,000$35,000

Board Members and Trustees

NameTitle
Tim TyrellChairman of Bd
Lisa RowePresident
Stephen CornellVice Chairman
John BoothBoard Member
Lynn CassellBoard Member
Shirley WalkerBoard Member
Jane HindallSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$391,694
Program Service Revenue
$29,217
Investment Income
$0
Other Revenue
$1,337
All Other Contributions
$33,527
Change in Net Assets
$19,136

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Total Revenue per Audited Statements
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,912
Salaries, Compensation, and Employee Benefits$38,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$340,989$0$0$340,989
Current Officers, Directors, Trustees, and Key Employees$31,500$3,500$0$35,000
All Other Expenses$10,927$0$0$10,927
Insurance$2,479$5,872$0$8,351
Payroll Taxes$2,880$320$0$3,200
Travel$1,423$0$0$1,423
Occupancy$1,371$0$0$1,371
Office Expenses$1,201$0$0$1,201
Fees for Services Accounting$0$650$0$650
Total Functional Expenses$392,770$10,342$0$403,112

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per 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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Manatee County Funds Held$87,857
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Rooted Communities Inc
EIN
65-0953161
Phone
9418092231
Address
8466 Lockwood Ridge Road, Sarasota, FL 34243

Signing Officer

Name
Laura Carter
Title
Director
Phone
9418092231
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Carter
Formed
1999
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
2

Preparer

Firm
Palmer Accounting Group Pa
Address
5652 MARQUESAS CIRCLE, SARASOTA, FL 34233
Preparer
Brian Palmer CPA
Phone
9419224744
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The President is authorized to review and sign off on the tax return”

Pt VI, Line 19

“Policy provided to Sarasota County Government and printed for review upon request”

Pt XII, Line 2C

“The President and Vice President make decisions regarding the audit for the organization”

Pt VI, Line 7A

“The President has been authorized to appoint Board Members”

Pt VI, Line 7B

“Day to Day operations are approved by the President”

Pt VI, Line 12C

“Each property assumed was vetted for conflict of interest”

Pt VI, Line 15A

“Yes, the compensation was determined by the board after review of general data related to salaries of similar executvies.”

Pt VI, Line 15B

“There are no other compensated employees”

Raw XML Appendix374 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The President is authorized to review and sign off on the tax return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Policy provided to Sarasota County Government and printed for review upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The President and Vice President make decisions regarding the audit for the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The President has been authorized to appoint Board Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Day to Day operations are approved by the President
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Each property assumed was vetted for conflict of interest
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Yes, the compensation was determined by the board after review of general data related to salaries of similar executvies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7There are no other compensated employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0468013
IRS990/TotalAssetsEOYAmt0149182
IRS990/TotalAssetsGrp/BOYAmt0468013
IRS990/TotalAssetsGrp/EOYAmt0149182
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0391694
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010342
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0392770
IRS990/TotalFunctionalExpensesGrp/TotalAmt0403112
IRS990/TotalGrossUBIAmt01000
IRS990/TotalLiabilitiesBOYAmt0442396
IRS990/TotalLiabilitiesEOYAmt087857
IRS990/TotalLiabilitiesGrp/BOYAmt0442396
IRS990/TotalLiabilitiesGrp/EOYAmt087857
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025617
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061325
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0392770
IRS990/TotalProgramServiceRevenueAmt029217
IRS990/TotalReportableCompFromOrgAmt035000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029554
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0422248
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01000
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0468013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0149182
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt01423
IRS990/TravelGrp/TotalAmt01423
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02831 Ringling Blvd Ste 122F
IRS990/USAddress/CityNm0Sarasota
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034237
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09418092231
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rooted Communities Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0650953161
ReturnHeader/Filer/PhoneNum09418092231
ReturnHeader/Filer/USAddress/AddressLine1Txt08466 Lockwood Ridge Road
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034243
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201181345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALMER ACCOUNTING GROUP PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05652 MARQUESAS CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034233
ReturnHeader/PreparerPersonGrp/PhoneNum09419224744
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Palmer CPA
ReturnHeader/ReturnTs02025-02-14T14:29:18-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$149,182
Liabilities
$87,857
Net assets
$61,325
Revenue
$422,248
Expenses
$403,112
Net income
$19,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.09$0.06$0.07$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.09$0.06$0.42$0.40$0.02
2022Summary only. Only limited summary data is available for this year.$0.47$0.44$0.03$0.08$0.09$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.44$0.04$0.25$0.28$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.43$0.07$0.06$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.16$0.12$0.20$0.11$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.16$0.03$0.07$0.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.05$0.05$0.00
2016Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.06$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.50$0.01$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.11$0.25$0.13
2012Summary only. Only limited summary data is available for this year.$1.24$1.09$0.15$0.41$0.14$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.30$0.10$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$2.06$0.02$0.14