Civic Intelligence

Health Roots Foundation

990PF • Fiscal year 2017 • EIN 68-0348339

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
PO Box 5510Napa, CA 94581

(707) 252-9665

Siviq Scores

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

Liabilities / Assets

87th percentile

0.27x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

4.13x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-399%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$168,351

Down $3,673 (-2.1%) from 2016

Net Assets

Down

$123,351

Down $48,673 (-28%) from 2016

Liabilities

Up

$45,000

Up $45,000 from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$10,900

Down $3,600 (-25%) from 2016

Expenses

Up

$54,406

Up $3,587 (+7.1%) from 2016

Net Income

Down

-$43,506

Down $7,187 (-20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2017

Assets$168,351
Liabilities$45,000
Net Assets$123,351
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$10,900
Expenses$54,406
Net Income-$43,506
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC J GRIGSBY MDDir./Pres.PT$0--
MARY FRANCES ROCCADir./Secy-Treas.PT$0--
CAMILLE GRIGSBY-ROCCADirector-$0--
Filing and Contact Details

Filer

Filer Name
Health Roots Foundation
EIN
68-0348339
Phone
7072529665
Address
PO Box 5510, Napa, CA 94581

Signing Officer

Name
Eric J Grigsby
Title
President
Phone
7072529665
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kreger and Garden
Address
100 Tamal Plaza Suite 106, Corte Madera, CA 94925
Preparer
Wyolah Garden Ea
Phone
4159272100
Raw XML Appendix266 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir./Pres.
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt088030
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0232480
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0179380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05167
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior year correction
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Fees and Licenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0386
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0State tax
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC J GRIGSBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07072529665
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Health Roots Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680348339
ReturnHeader/Filer/PhoneNum07072529665
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5510
ReturnHeader/Filer/USAddress/CityNm0Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094581
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DB216525A2D845ED599A98A28D9C5DCB589A689
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB57462855EC9D8A8980004227F7AB37CD303125
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.126.220.34
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:26:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kreger and Garden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Tamal Plaza Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corte Madera
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094925
ReturnHeader/PreparerPersonGrp/PhoneNum04159272100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WYOLAH GARDEN EA
ReturnHeader/ReturnTs02018-11-14T12:26:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,351
Liabilities
$45,000
Net assets
$123,351
Revenue
$10,900
Expenses
$54,406
Net income
-$43,506
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