Civic Intelligence

Roots Services

990 • Fiscal year 2023 • EIN 81-1147964

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization ProfileN/A
3538 Bookmark PlaceMaineville, OH 45039

(513) 888-7725

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.70x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$411,850

Up $1,001 (+0.2%) from 2022

Net Assets

Up

$390,598

Up $4,001 (+1.0%) from 2022

Liabilities

Down

$21,252

Down $3,000 (-12%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin83rd percentile

Revenue

Down

$12,522

Down $610,414 (-98%) from 2022

Expenses

Down

$8,521

Down $610,538 (-99%) from 2022

Net Income

Up

$4,001

Up $124 (+3.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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 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

2023

Assets$411,850
Liabilities$21,252
Net Assets$390,598
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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 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

2023

Revenue$12,522
Expenses$8,521
Net Income$4,001
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$12,522
Mission and Program Overview

Mission

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

Exo clarity is organized and operated to assist and equip individuals to become self-sustainable in order to be productive, contributing members of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$179,508$211,987▲ $32,479
Other Notes and Loans Receivable, Net$231,341$188,863▼ $42,478
Accounts Receivable-$11,000-
Total Assets$410,849$411,850▲ $1,001
Liabilities
Unsecured Notes Loans Payable$24,252$21,252▼ $3,000
Total Liabilities$24,252$21,252▼ $3,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$386,597$390,598▲ $4,001
Total Net Assets Fund Balance$386,597$390,598▲ $4,001
Total Liabilities and Net Assets / Fund Balance$410,849$411,850▲ $1,001
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
JOHN O'HAREDirector
Josh WalkerDirector
Nathan KrugmanExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,522
Other Revenue
$0
Change in Net Assets
$4,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,246
Salaries, Compensation, and Employee Benefits$275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$7,149--$7,149
Office Expenses$878--$878
Payroll Taxes$275--$275
Other Expenses$100--$100
Total Functional Expenses$8,521$0$0$8,521
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, Page 6, Part VI, Line 11B

“The organization shares the completed form 990 and schedule with the board before it is signed and filed.”

Form 990, Page 6, 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.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Roots Services Inc
EIN
81-1147964
Phone
5138887725
Address
3538 BOOKMARK PLACE, MAINEVILLE, OH 45039
Doing Business As
Exo Clarity

Signing Officer

Name
Nathan Krugman
Title
Executive Director
Phone
5138887725
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Alinea Certified Public Accountants LLC
Address
35 COMMERCIAL WAY, SPRINGBORO, OH 45066
Preparer
Susan Mcclurecpa
Phone
9374561145
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Exo claritys mission has shifting to helping individuals prevent burnout through strenth based coaching and adventure. Burnout is prevalent amoung individuals dealing with stress, medical diagnoses, and workplace pressures.”

Form 990, Part III

“Exo clarity exists to support individuals, families, and teams in maintaining their well being, sustainability, and productivity, both in the workforce and the community.”

Form 990, Page 2, Part III, Line 4D

“Exo clarity exists to support individuals, families, and teams in maintaining their well being, sustainability, and productivity, both in the workforce and community.”

Form 990, Part IX, Line 11G

“Dues and subscriptions 47 0 0 other financial services 900 0 0 other professional services 6,202 0 0 total 7,149 0 0”

Raw XML Appendix293 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXO CLARITY EXISTS TO SUPPORT INDIVIDUALS, FAMILIES, AND TEAMS IN MAINTAINING THEIR WELL BEING, SUSTAINABILITY, AND PRODUCTIVITY, BOTH IN THE WORKFORCE AND THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXO CLARITY EXISTS TO SUPPORT INDIVIDUALS, FAMILIES, AND TEAMS IN MAINTAINING THEIR WELL BEING, SUSTAINABILITY, AND PRODUCTIVITY, BOTH IN THE WORKFORCE AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION SHARES THE COMPLETED FORM 990 AND SCHEDULE WITH THE BOARD BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY FOR SHARING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS. REQUESTS ARE MADE TO MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES AND SUBSCRIPTIONS 47 0 0 OTHER FINANCIAL SERVICES 900 0 0 OTHER PROFESSIONAL SERVICES 6,202 0 0 TOTAL 7,149 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05138887725
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0811147964
ReturnHeader/Filer/PhoneNum05138887725
ReturnHeader/Filer/USAddress/AddressLine1Txt03538 BOOKMARK PLACE
ReturnHeader/Filer/USAddress/CityNm0MAINEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472597633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALINEA CERTIFIED PUBLIC ACCOUNTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 COMMERCIAL WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045066
ReturnHeader/PreparerPersonGrp/PhoneNum09374561145
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN MCCLURECPA
ReturnHeader/ReturnTs02024-11-08T07:46:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,850
Liabilities
$21,252
Net assets
$390,598
Revenue
$12,522
Expenses
$8,521
Net income
$4,001
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
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