Civic Intelligence

Health Roots Foundation

EIN 68-0348339 • Napa, CA

PO Box 5510Napa, CA 94581
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.8%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$151,144

Down $1,231 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$151,144

Down $1,231 (-0.8%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $900 (-100%) from 2023

Expenses

Down

$1,231

Down $2,767 (-69%) from 2023

Net Income

Up

-$1,231

Up $1,867 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $110,156Liabilities 2011: $02011Assets 2012: $116,647Liabilities 2012: $02012Assets 2013: $101,122Liabilities 2013: $02013Assets 2014: $70,050Liabilities 2014: $82014Assets 2015: $46,343Liabilities 2015: $0Net Assets 2015: $46,3432015Assets 2016: $172,024Liabilities 2016: $0Net Assets 2016: $172,0242016Assets 2017: $168,351Liabilities 2017: $45,000Net Assets 2017: $123,3512017Assets 2018: $162,304Liabilities 2018: $45,000Net Assets 2018: $117,3042018Assets 2019: $165,790Liabilities 2019: $20Net Assets 2019: $165,7702019Assets 2020: $152,899Liabilities 2020: $0Net Assets 2020: $152,8992020Assets 2021: $157,522Liabilities 2021: $0Net Assets 2021: $157,5222021Assets 2022: $155,473Liabilities 2022: $0Net Assets 2022: $155,4732022Assets 2023: $152,375Liabilities 2023: $0Net Assets 2023: $152,3752023Assets 2024: $151,144Liabilities 2024: $0Net Assets 2024: $151,1442024

Highlighted filing

2024

Assets$151,144
Liabilities$0
Net Assets$151,144
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $16,316Expenses 2011: $13,025Net Income 2011: $3,2912011Revenue 2012: $10,539Expenses 2012: $4,579Net Income 2012: $5,9602012Revenue 2013: $14,700Expenses 2013: $30,225Net Income 2013: -$15,5252013Revenue 2014: $57,455Expenses 2014: $92,052Net Income 2014: -$34,5972014Revenue 2015: $16,825Expenses 2015: $40,531Net Income 2015: -$23,7062015Revenue 2016: $14,500Expenses 2016: $50,819Net Income 2016: -$36,3192016Revenue 2017: $10,900Expenses 2017: $54,406Net Income 2017: -$43,5062017Revenue 2018: $42,687Expenses 2018: $48,734Net Income 2018: -$6,0472018Revenue 2019: $50,350Expenses 2019: $1,884Net Income 2019: $48,4662019Revenue 2020: $17,250Expenses 2020: $16,775Net Income 2020: $4752020Revenue 2021: $32,302Expenses 2021: $27,679Net Income 2021: $4,6232021Revenue 2022: $16,351Expenses 2022: $18,400Net Income 2022: -$2,0492022Revenue 2023: $900Expenses 2023: $3,998Net Income 2023: -$3,0982023Revenue 2024: $0Expenses 2024: $1,231Net Income 2024: -$1,2312024

Highlighted filing

2024

Revenue$0
Expenses$1,231
Net Income-$1,231
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$151,144
Liabilities
$0
Net assets
$151,144
Revenue
$0
Expenses
$1,231
Net income
-$1,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.01$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.32$0.28$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.17$0.17$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.50$0.02$0.48
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.45$1.17$0.43$0.49$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.45$1.23$0.11$0.54$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.15$0.51$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.17$0.41$0.24
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.57$0.92$0.35
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$0.15$0.30$0.16
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.11$0.05$0.06
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.16$0.13$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric J Grigsby MDDir./CEOPT$0--
Darla HarrisonDir./Secy-Treas.PT$0--
Camille Grigsby-RoccaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Health Roots Foundation
EIN
68-0348339
Phone
7077083445
Address
PO Box 5510, Napa, CA 94581

Signing Officer

Name
Eric J Grigsby
Title
CEO
Phone
7077083445
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kreger and Associates
Address
100 TAMAL PLZ STE 106, CORTE MADERA, CA 94925
Preparer
Wyolah Garden
Phone
4159272100
Raw XML Appendix238 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Health Roots Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680348339
ReturnHeader/Filer/PhoneNum07077083445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5510
ReturnHeader/Filer/USAddress/CityNm0Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094581
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680383537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KREGER AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 TAMAL PLZ STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORTE MADERA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094925
ReturnHeader/PreparerPersonGrp/PhoneNum04159272100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wyolah Garden
ReturnHeader/ReturnTs02025-11-15T06:45:33-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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