Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Roots and Wings Educational Foundation
990EZ • Fiscal year 2016 • EIN 68-0210366
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Balance Sheet
Assets
Up$66,106
Up $9,823 (+17%) from 2015
Net Assets
Up$66,106
Up $9,823 (+17%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$28,672
Down $5,737 (-17%) from 2015
Expenses
Up$27,642
Up $13,966 (+102%) from 2015
Net Income
Down$1,030
Down $19,703 (-95%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Feb 17, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $45,608
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
| Description | Grants | Expenses |
|---|---|---|
| THE MISSION OF ROOTS & WINGS FOUNDATION IS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE CHILDREN ATTENDING PENN VALLEY UNION ELEMENTARY SCHOOL DISTRICT. | $19,325 | $25,402 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOELLE LAKE | President | - | $0 | - | - |
| SUZANNE VAUGHN | Vice President | - | $0 | - | - |
| ED SANCHEZ | Treasurer | - | $0 | - | - |
| INTA ABELE | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Golf Tournament | $18,973 | $18,973 | $7,230 | $11,743 |
| Wine Cruise | $18,012 | $18,012 | $7,205 | $10,807 |
| Total Events | $44,614 | $44,614 | $15,423 | $29,191 |
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
- Edward Sanchez
- Title
- Treasurer
- Signed
- 2017-02-17
- 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: $10025”
Other Expenses.1001
“Advertising and Promotion $756”
Other Expenses.1002
“Office Expenses $123”
Other Expenses.1012
“Insurance $641”
Changes to Organizing or Governing Documents
“The following changes were made to the bylaws on 4/5/2016:1) board composition formula to include not greater than 15, but always an odd number2) quorum updated from majority of directors in office to 2/5 of directors in office3) specified that bylaws may be amended with a majority vote of directors in office4) officer duties have been updated to include additional and more specific tasks consistent with those of officers5) more clearly stated that officers and directors may not be paid for other than approved reimbursements consistent with performing their duties to the organization6) there is not a fundamental change in the way the organization operates, the changes were implemented to create greater transparency and to comply with california law for this type of entity.”
Raw XML Appendix160 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5304326339 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10232 LOGUE LANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SMARTSVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95977 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 56283 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 66106 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 189 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1030 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 818 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 56283 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 66106 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 45419 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 25252 |
| IRS990EZ/GrossReceiptsAmt | 0 | 45608 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 56283 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 66106 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 56283 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 66106 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOELLE LAKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SUZANNE VAUGHN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ED SANCHEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | INTA ABELE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 8793 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1520 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE MISSION OF ROOTS & WINGS FOUNDATION IS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE CHILDREN ATTENDING PLEASANT VALLEY ELEMENTARY SCHOOL DISTRICT. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 52 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE MISSION OF ROOTS & WINGS FOUNDATION IS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE CHILDREN ATTENDING PENN VALLEY UNION ELEMENTARY SCHOOL DISTRICT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 19325 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 25402 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16936 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 28483 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 27642 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 19325 |
| IRS990EZ/TotalRevenueAmt | 0 | 28672 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | www.pvroots.org |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 189 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2153 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 2342 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 2342 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 189 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2153 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 2342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 189 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 2153 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 2342 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 15423 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | WINE CRUISE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 18973 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 18012 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 7629 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 44614 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 18973 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 18012 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 7629 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 44614 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 29191 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 988 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 15423 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7230 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 7205 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: PENN VALLEY UNION ELEMENTARY SCHOOL DIST | Donee's Address: 14806 PLEASANT VALLEY ROAD PENN VALLEY CA 95946 | Cash Amount Given: $10025 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Advertising and Promotion $756 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Office Expenses $123 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $641 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FOLLOWING CHANGES WERE MADE TO THE BYLAWS ON 4/5/2016:1) BOARD COMPOSITION FORMULA TO INCLUDE NOT GREATER THAN 15, BUT ALWAYS AN ODD NUMBER2) QUORUM UPDATED FROM MAJORITY OF DIRECTORS IN OFFICE TO 2/5 OF DIRECTORS IN OFFICE3) SPECIFIED THAT BYLAWS MAY BE AMENDED WITH A MAJORITY VOTE OF DIRECTORS IN OFFICE4) OFFICER DUTIES HAVE BEEN UPDATED TO INCLUDE ADDITIONAL AND MORE SPECIFIC TASKS CONSISTENT WITH THOSE OF OFFICERS5) MORE CLEARLY STATED THAT OFFICERS AND DIRECTORS MAY NOT BE PAID FOR OTHER THAN APPROVED REIMBURSEMENTS CONSISTENT WITH PERFORMING THEIR DUTIES TO THE ORGANIZATION6) THERE IS NOT A FUNDAMENTAL CHANGE IN THE WAY THE ORGANIZATION OPERATES, THE CHANGES WERE IMPLEMENTED TO CREATE GREATER TRANSPARENCY AND TO COMPLY WITH CALIFORNIA LAW FOR THIS TYPE OF ENTITY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Changes to Organizing or Governing Documents |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | EDWARD SANCHEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-02-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROOTS AND WINGS EDUCATIONAL FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROOT |
| ReturnHeader/Filer/EIN | 0 | 680210366 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 848 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PENN VALLEY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95946 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MICHELLE C FERRARA CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 18875 HUMMINGBIRD DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PENN VALLEY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95946 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9162147298 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michelle C Ferrara |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-02-17T12:09:38-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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.
- Assets
- $66,106
- Liabilities
- $0
- Net assets
- $66,106
- Revenue
- $28,672
- Expenses
- $27,642
- Net income
- $1,030