Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Roots and Wings Educational Foundation
990EZ • Fiscal year 2017 • EIN 68-0210366
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Up$72,638
Up $6,532 (+9.9%) from 2016
Net Assets
Up$72,638
Up $6,532 (+9.9%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$23,115
Down $5,557 (-19%) from 2016
Expenses
Down$17,613
Down $10,029 (-36%) from 2016
Net Income
Up$5,502
Up $4,472 (+434%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Feb 5, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $40,019
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. | $17,841 | $16,676 |
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 |
|---|---|---|---|---|
| Wine Cruise | $20,406 | $20,406 | $7,264 | $13,142 |
| Golf Tournament | $16,552 | $16,552 | $7,826 | $8,726 |
| Total Events | $36,958 | $36,958 | $15,090 | $21,868 |
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
- 2018-02-05
- 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
Other Expenses.1012
“Insurance $50”
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 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ED SANCHEZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5304326339 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 848 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PENN VALLEY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95946 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 66106 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 72638 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5502 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 831 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 66106 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 72638 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 40019 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16676 |
| IRS990EZ/GrossReceiptsAmt | 0 | 40019 |
| 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 | 66106 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 72638 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 66106 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 72638 |
| 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 | 1030 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 50 |
| 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 | 56 |
| 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 | 17841 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16676 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16904 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 23115 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 17613 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17841 |
| IRS990EZ/TotalRevenueAmt | 0 | 23115 |
| 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/CurrentTaxYearMinus1YearAmt | 0 | 189 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 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/CurrentTaxYearMinus1YearAmt | 0 | 189 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2153 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 2342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 189 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2153 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 2342 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 15090 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WINE CRUISE |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 20406 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 16552 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 36958 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 20406 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 16552 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 36958 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 21868 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 15090 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7264 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 7826 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Insurance $50 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Changes to Organizing or Governing Documents |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | EDWARD SANCHEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-02-05 |
| 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/PreparerFirmEIN | 0 | 274670537 |
| 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 | 2018-02-05T16:05:41-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $72,638
- Liabilities
- $0
- Net assets
- $72,638
- Revenue
- $23,115
- Expenses
- $17,613
- Net income
- $5,502