Civic Intelligence

Roots and Wings Educational Foundation

990EZ • Fiscal year 2015 • EIN 68-0210366

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 10, 2016

Organization Profilewww.pvroots.org
PO Box 848Penn Valley, CA 95946

(530) 432-6339

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

49%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$56,283

Up $20,733 (+58%) from 2014

Net Assets

$56,283

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$34,409

Up $11,263 (+49%) from 2014

Expenses

Down

$13,676

Down $9,574 (-41%) from 2014

Net Income

Up

$20,733

Up $20,837 (+20036%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2011: $16,262Liabilities 2011: $02011Assets 2012: $28,226Liabilities 2012: $02012Assets 2013: $35,654Liabilities 2013: $02013Assets 2014: $35,550Liabilities 2014: $02014Assets 2015: $56,283Liabilities 2015: $0Net Assets 2015: $56,2832015Assets 2016: $66,106Liabilities 2016: $0Net Assets 2016: $66,1062016Assets 2017: $72,638Liabilities 2017: $0Net Assets 2017: $72,6382017Assets 2018: $69,223Liabilities 2018: $0Net Assets 2018: $69,2232018Assets 2019: $70,518Liabilities 2019: $0Net Assets 2019: $70,5182019Assets 2020: $57,613Liabilities 2020: $0Net Assets 2020: $57,6132020Assets 2021: $54,723Liabilities 2021: $0Net Assets 2021: $54,7232021Assets 2022: $52,231Liabilities 2022: $0Net Assets 2022: $52,2312022Assets 2023: $56,522Liabilities 2023: $0Net Assets 2023: $56,5222023Assets 2024: $48,461Net Assets 2024: $48,4612024Assets 2025: $52,795Net Assets 2025: $52,7952025

Highlighted filing

2015

Assets$56,283
Liabilities$0
Net Assets$56,283
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$40K$20K$0-$20KRevenue 2011: $14,573Expenses 2011: $6,449Net Income 2011: $8,1242011Revenue 2012: $19,763Expenses 2012: $7,799Net Income 2012: $11,9642012Revenue 2013: $23,380Expenses 2013: $15,952Net Income 2013: $7,4282013Revenue 2014: $23,146Expenses 2014: $23,250Net Income 2014: -$1042014Revenue 2015: $34,409Expenses 2015: $13,676Net Income 2015: $20,7332015Revenue 2016: $28,672Expenses 2016: $27,642Net Income 2016: $1,0302016Revenue 2017: $23,115Expenses 2017: $17,613Net Income 2017: $5,5022017Revenue 2018: $27,305Expenses 2018: $30,818Net Income 2018: -$3,5132018Revenue 2019: $23,524Expenses 2019: $22,229Net Income 2019: $1,2952019Revenue 2020: -$84Expenses 2020: $12,821Net Income 2020: -$12,9052020Revenue 2021: $229Expenses 2021: $3,119Net Income 2021: -$2,8902021Revenue 2022: $13,390Expenses 2022: $15,882Net Income 2022: -$2,4922022Revenue 2023: $14,954Expenses 2023: $10,663Net Income 2023: $4,2912023Revenue 2024: $12,734Expenses 2024: $20,795Net Income 2024: -$8,0612024Revenue 2025: $16,543Expenses 2025: $12,209Net Income 2025: $4,3342025

Highlighted filing

2015

Revenue$34,409
Expenses$13,676
Net Income$20,733
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 10, 2016
Return Version
2015v2.0
Gross Receipts
$51,646
Mission and Program Overview

Mission

The mission of roots & wings foundation is to enhance the educational opportunities of the children attending penn valley union elementary school district.

The mission of roots & wings foundation is to enhance the educational opportunities of the children attending pleasant valley elementary school district.

Program Services

DescriptionGrantsExpenses
THE MISSION OF ROOTS & WINGS FOUNDATION IS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE CHILDREN ATTENDING PENN VALLEY UNION ELEMENTARY SCHOOL DISTRICT.$18,128$12,784
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNE VAUGHNPresident-$0--
JOELLE LAKESecretary-$0--
KATHRYN DAUGHERTYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,724$23,724$7,906$15,818
Wine Cruise$14,412$14,412$1,786$12,626
Total Events$45,603$45,603$15,525$30,078
Filing and Contact Details

Filer

Filer Name
Roots and Wings Educational Foundation
EIN
68-0210366
Address
PO BOX 848, PENN VALLEY, CA 95946

Signing Officer

Name
Kathryn Daugherty
Title
Treasurer
Signed
2016-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Michelle C Ferrara CPA
Address
18875 HUMMINGBIRD DRIVE, PENN VALLEY, CA 95946
Preparer
Michelle C Ferrara
Phone
9162147298
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: PENN VALLEY UNION ELEMENTARY SCHOOL DIST | Donee's Address: 14806 PLEASANT VALLEY ROAD PENN VALLEY CA 95946 | Cash Amount Given: $7000”

Other Expenses.1012

“Insurance $50”

Other Expenses.1

“BUSINESS EXPENSES $379”

Raw XML Appendix150 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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IRS990EZ/OtherExpensesTotalAmt0429
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017237
IRS990EZ/SpecialEventsNetIncomeLossAmt032256
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.pvroots.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $50
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 848
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ReturnHeader/Filer/USAddress/ZIPCd095946
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095946
ReturnHeader/PreparerPersonGrp/PhoneNum09162147298
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-10T20:44:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,283
Liabilities
$0
Net assets
$56,283
Revenue
$34,409
Expenses
$13,676
Net income
$20,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$52.8$52.8$16.5$12.2$4.33
2024Detailed filing. Detailed filing data is available for this year.$48.5$48.5$12.7$20.8$8.06
2023Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$15.0$10.7$4.29
2022Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$13.4$15.9$2.49
2021Detailed filing. Detailed filing data is available for this year.$54.7$0.00$54.7$0.23$3.12$2.89
2020Detailed filing. Detailed filing data is available for this year.$57.6$0.00$57.6$0.08$12.8$12.9
2019Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$23.5$22.2$1.30
2018Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$27.3$30.8$3.51
2017Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$23.1$17.6$5.50
2016Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$28.7$27.6$1.03
2015Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$34.4$13.7$20.7
2014Summary only. Only limited summary data is available for this year.$35.6$0.00$23.1$23.3$0.10
2013Summary only. Only limited summary data is available for this year.$35.7$0.00$23.4$16.0$7.43
2012Summary only. Only limited summary data is available for this year.$28.2$0.00$19.8$7.80$12.0
2011Summary only. Only limited summary data is available for this year.$16.3$0.00$14.6$6.45$8.12