Civic Intelligence

Roots Services

990 • Fiscal year 2021 • EIN 81-1147964

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 15, 2022

Organization ProfileN/A
8622 Pond Ridge DrMaineville, OH 45039

(513) 888-7725

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$409,972

Flat from 2021

Net Assets

Flat

$382,720

Flat from 2021

Liabilities

Flat

$27,252

Flat from 2021

Revenue And Expenses

Revenue

Flat

$3,542,585

Flat from 2021

Expenses

Flat

$3,360,969

Flat from 2021

Net Income

Flat

$181,616

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $12,424Liabilities 2016: $02016Assets 2017: $6,524Liabilities 2017: $02017Assets 2018: $85,933Liabilities 2018: $0Net Assets 2018: $85,9332018Assets 2019: $135,576Liabilities 2019: $0Net Assets 2019: $135,5762019Assets 2020: $221,104Liabilities 2020: $20,000Net Assets 2020: $201,1042020Assets 2021: $409,972Liabilities 2021: $27,252Net Assets 2021: $382,7202021Assets 2021: $409,972Liabilities 2021: $27,252Net Assets 2021: $382,7202021Assets 2022: $410,849Liabilities 2022: $24,252Net Assets 2022: $386,5972022Assets 2023: $411,850Liabilities 2023: $21,252Net Assets 2023: $390,5982023Assets 2024: $305,055Liabilities 2024: $18,380Net Assets 2024: $286,6752024

Highlighted filing

2021

Assets$409,972
Liabilities$27,252
Net Assets$382,720
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $18,181Expenses 2016: $5,758Net Income 2016: $12,4232016Revenue 2017: $31,980Expenses 2017: $37,879Net Income 2017: -$5,8992017Revenue 2018: $1,489,634Expenses 2018: $1,411,796Net Income 2018: $77,8382018Revenue 2019: $2,517,060Expenses 2019: $2,467,418Net Income 2019: $49,6422019Revenue 2020: $1,904,011Expenses 2020: $1,936,683Net Income 2020: -$32,6722020Revenue 2021: $3,542,585Expenses 2021: $3,360,969Net Income 2021: $181,6162021Revenue 2021: $3,542,585Expenses 2021: $3,360,969Net Income 2021: $181,6162021Revenue 2022: $622,936Expenses 2022: $619,059Net Income 2022: $3,8772022Revenue 2023: $12,522Expenses 2023: $8,521Net Income 2023: $4,0012023Revenue 2024: $9,582Expenses 2024: $113,505Net Income 2024: -$103,9232024

Highlighted filing

2021

Revenue$3,542,585
Expenses$3,360,969
Net Income$181,616
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 15, 2022
Return Version
2021v4.2
Gross Receipts
$3,542,585
Mission and Program Overview

Mission

Roots Staffing exists to serve and connect valuable people to trusted companies

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$166,298$322,101▲ $155,803
Other Notes and Loans Receivable, Net$54,806$87,871▲ $33,065
Total Assets$221,104$409,972▲ $188,868
Liabilities
Mortgage Notes Payable Secured by Investment Property$20,000$27,252▲ $7,252
Total Liabilities$20,000$27,252▲ $7,252
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$201,104$382,720▲ $181,616
Total Net Assets Fund Balance$201,104$382,720▲ $181,616
Total Liabilities and Net Assets / Fund Balance$221,104$409,972▲ $188,868
Compensation and Service Providers

Board Members and Trustees

NameTitle
John OHareDirector
Josh WalkerDirector
Nathan KrugmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,365
Program Service Revenue
$3,540,220
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,365
Change in Net Assets
$181,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,149,827
Other Expenses$211,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,626,785--$2,626,785
Payroll Taxes$241,696$21,736-$263,432
Current Officers, Directors, Trustees, and Key Employees-$259,610-$259,610
Fees for Services Other$37,967--$37,967
Insurance$18,928--$18,928
Fees for Services Legal$9,810--$9,810
Occupancy$9,630--$9,630
Travel$9,460--$9,460
All Other Expenses$8,711--$8,711
Other Expenses$5,922--$5,922
Fees for Services Accounting$300--$300
Total Functional Expenses$3,079,623$281,346$0$3,360,969
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The organization shares the completed Form 990 and schedulesd with the board before it is signed and filed”

Conflict of interest policy compliance Part VI line 12C

“The board and its assignees monitored for situations which could constitute a potential conflict of interest. If a scenario arose, the conflicted parties would be required to declare the conflict in writing and recuse themselves from any discussion or decisions on the issue at hand.”

Governing documents etc available to public Part VI line 19

“The organization does not have a written policy for sharing its governing documents, conflict of interst policy or financial statements. Requests are made to management.”

Filing and Contact Details

Filer

Filer Name
Roots Services
EIN
81-1147964
Address
8622 Pond Ridge Dr, Maineville, OH 45039

Signing Officer

Name
Nathan Krugman
Title
Treasurer
Phone
5138887725
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathan Krugman
Formed
2016
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
3
Employees
0

Preparer

Firm
Alinea Certified Public Accountants
Address
130 W Second St Suite 2050, Dayton, OH 45402
Preparer
Norman R Perkins CPA
Phone
9372223622
Supplemental Narrative

Additional Explanations

Amended return information

“The return is being amended to correct the officers listed.”

Explanation of other changes in net assets or fund balances Part XI line 9

“The entity received a PPP Loan for $98,200, which was forgiven. According to the REV Ruling issued in November 2020, this amount was added to Additional Paid in Capital.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization shares the completed Form 990 and schedulesd with the board before it is signed and filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board and its assignees monitored for situations which could constitute a potential conflict of interest. If a scenario arose, the conflicted parties would be required to declare the conflict in writing and recuse themselves from any discussion or decisions on the issue at hand.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization does not have a written policy for sharing its governing documents, conflict of interst policy or financial statements. Requests are made to management.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nathan Krugman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05138887725
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roots Services
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0811147964
ReturnHeader/Filer/USAddress/AddressLine1Txt08622 Pond Ridge Dr
ReturnHeader/Filer/USAddress/CityNm0Maineville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045039
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472597633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alinea Certified Public Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W Second St Suite 2050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045402
ReturnHeader/PreparerPersonGrp/PhoneNum09372223622
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman R Perkins CPA
ReturnHeader/ReturnTs02022-10-24T12:00:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nathan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Krugman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,972
Liabilities
$27,252
Net assets
$382,720
Revenue
$3,542,585
Expenses
$3,360,969
Net income
$181,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$0.01$0.11$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.62$0.62$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$3.54$3.36$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$3.54$3.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.20$1.90$1.94$0.03
2019Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$2.52$2.47$0.05
2018Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$1.49$1.41$0.08
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.03$0.04$0.01
2016Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.01$0.01