Civic Intelligence

Roots and Wings Educational Foundation

990EZ • Fiscal year 2024 • EIN 68-0210366

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 24, 2025

Organization ProfileN/A
17328 Penn Valley Drive APenn Valley, CA 95946

(530) 432-6339

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$48,461

Down $8,061 (-14%) from 2023

Net Assets

Down

$48,461

Down $8,061 (-14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$12,734

Down $2,220 (-15%) from 2023

Expenses

Up

$20,795

Up $10,132 (+95%) from 2023

Net Income

Down

-$8,061

Down $12,352 (-288%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2024

Assets$48,461
Liabilities-
Net Assets$48,461
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$12,734
Expenses$20,795
Net Income-$8,061
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 24, 2025
Return Version
2024v5.0
Gross Receipts
$22,021
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.

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.-$20,795
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MORRISONPresident-$0--
JERRI BATSONVice President-$0--
SUE BOYLESSecretary-$0--
ROBERTA BEAUREGARDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Cruise$20,435$20,435$9,287$11,148
Total Events$20,435$20,435$9,287$11,148
Filing and Contact Details

Filer

Filer Name
Roots and Wings Educational Foundation
EIN
68-0210366
Address
17328 PENN VALLEY DRIVE A, PENN VALLEY, CA 95946

Signing Officer

Name
Roberta Beauregard
Title
Treasurer
Signed
2025-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Michelle C Thelen CPA
Address
10235 Evergreen Ranch Ct, Grass Valley, CA 95949
Preparer
MIchelle Thelen
Phone
9162147298
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $32”

Other Expenses.1012

“Insurance $50”

Other Expenses.1

“Licenses, fees, permits $140”

Other Expenses.2

“BUSINESS EXPENSES $124”

Other Expenses.4

“REGISTRATION FEES $35”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENN VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095946
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERRI BATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE BOYLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERTA BEAUREGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0381
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ROOTS & WINGS FOUNDATION IS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE CHILDREN ATTENDING PENN VALLEY UNION ELEMENTARY SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostageAmt0124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MISSION OF ROOTS & WINGS FOUNDATION IS TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF THE CHILDREN ATTENDING PENN VALLEY UNION ELEMENTARY SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020795
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09287
IRS990EZ/SpecialEventsNetIncomeLossAmt012211
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020795
IRS990EZ/TotalProgramServiceExpensesAmt020795
IRS990EZ/TotalRevenueAmt012734
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0523
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0523
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0523
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0523
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0523
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09287
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE CRUISE
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011148
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES, FEES, PERMITS $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUSINESS EXPENSES $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REGISTRATION FEES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA BEAUREGARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS AND WINGS EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0680210366
ReturnHeader/Filer/USAddress/AddressLine1Txt017328 PENN VALLEY DRIVE A
ReturnHeader/Filer/USAddress/CityNm0PENN VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272670537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michelle C Thelen CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010235 Evergreen Ranch Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grass Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095949
ReturnHeader/PreparerPersonGrp/PhoneNum09162147298
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIchelle Thelen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-24T19:20:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$48,461
Liabilities
-
Net assets
$48,461
Revenue
$12,734
Expenses
$20,795
Net income
-$8,061
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