Civic Intelligence

Roots Family Collaborative

990EZ • Fiscal year 2023 • EIN 81-4604049

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profilewww.rootsfamilycollaborative.com
1716 W Main St 8DBozeman, MT 59715

(406) 224-5530

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

88th percentile

$32,096

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

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

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$145,485

Up $22,871 (+19%) from 2022

Net Assets

Up

$141,493

Up $21,194 (+18%) from 2022

Liabilities

Up

$3,992

Up $1,677 (+72%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin66th percentile

Revenue

Up

$156,755

Up $17,008 (+12%) from 2022

Expenses

Up

$135,561

Up $34,954 (+35%) from 2022

Net Income

Down

$21,194

Down $17,946 (-46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$150K$100K$50K$0Assets 2021: $82,806Liabilities 2021: $1,647Net Assets 2021: $81,1592021Assets 2022: $122,614Liabilities 2022: $2,315Net Assets 2022: $120,2992022Assets 2023: $145,485Liabilities 2023: $3,992Net Assets 2023: $141,4932023Assets 2024: $96,631Liabilities 2024: $16,846Net Assets 2024: $79,7852024

Highlighted filing

2023

Assets$145,485
Liabilities$3,992
Net Assets$141,493
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KRevenue 2021: $89,293Expenses 2021: $65,611Net Income 2021: $23,6822021Revenue 2022: $139,747Expenses 2022: $100,607Net Income 2022: $39,1402022Revenue 2023: $156,755Expenses 2023: $135,561Net Income 2023: $21,1942023Revenue 2024: $167,992Expenses 2024: $229,700Net Income 2024: -$61,7082024

Highlighted filing

2023

Revenue$156,755
Expenses$135,561
Net Income$21,194
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$163,389
Mission and Program Overview

Mission

Our mission is to connect all families to the support they need from pregnancy to parenthood. We envision a time when all families have the support they need in the perinatal period.

Program Services

DescriptionGrantsExpenses
Roots Family Collaborative offered in person groups, virtual programs, reference materials and social media informational points to assist families throughout prenatal and child development. Through our support groups, programs, classes and special events, paired with our incredible resource network, Roots Family Collaborative is able to raise awareness about perinatal mental health, normalize the expectations of the perinatal period, and strengthen support networks for our growing community, ultimately creating a huge safety net for the hundreds of families undergoing this major life transition each year. Specific programs and projects include: BLOSSOM MOM; FRESH AIR MAMAS; MOMS LIKE ME; PREGNANCY AND INFANT LOSS SUPPORT CIRCLE; RE:BORN; ROOTS WELLNESS GUIDE.-$79,058
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE BENDICKDirectorPT$32,096-$32,096
FLORA MCCORMICKDirector-$0--
LEXI NEWHALLDirector-$0--
KERRY WILLIAMSTreasurer-$0--
LIZA BRUMBACHSecretary-$0--
AMANDA KILTYPresident-$0--
KAYTE KAMINSKIVice President-$0--
SEAN HILLDirector-$0--
SAM PEIRCEDirector-$0--
KURA MORRISDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With the Last Best Stars$29,648-$2,328-
Total Events$29,648-$3,918$-3,918
Filing and Contact Details

Filer

Filer Name
Roots Family Collaborative
EIN
81-4604049
Phone
4062245530
Address
1716 W MAIN ST 8D, BOZEMAN, MT 59715

Signing Officer

Name
Kerry Williams
Title
Treasurer
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Christine M Coubrough CPA
Address
2234 POWDER PARK CT, BOZEMAN, MT 59715
Preparer
Christine M Coubrough CPA
Phone
4065859291
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1552”

Other Expenses.1002

“Office Expenses $4621”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1000”

Other Expenses.1012

“Insurance $1861”

Other Expenses.1

“SUPPLIES $8340”

Other Expenses.2

“Website Expense $2762”

Other Expenses.3

“Bank Fees $2654”

Other Expenses.4

“Food and refreshments $1366”

Other Expenses.5

“BOARD EXPENSES $1005”

Other Expenses.6

“Dues & subscriptions $195”

Other Expenses.7

“Meals $111”

Other Expenses.8

“Licenses/Permits $35”

Other Assets.1010

“Inventories - Beginning $1614 Inventories - Ending $2501”

Other Assets.1

“Undeposited Funds - Beginning $8312 Undeposited Funds - Ending $14168”

Other Assets.2

“Employee Advance - Beginning $0 Employee Advance - Ending $1643”

Total Liabilities.1

“Payroll Liabilities - Beginning $2315 Payroll Liabilities - Ending $3155”

Total Liabilities.2

“Credit Card - Beginning $0 Credit Card - Ending $837”

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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/ExplanationTxt0Advertising and Promotion $1552
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $8340
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOOD AND REFRESHMENTS $1366
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ReturnHeader/Filer/BusinessNameControlTxt0ROOT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065859291
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine M Coubrough CPA
ReturnHeader/ReturnTs02024-05-07T11:20:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$145,485
Liabilities
$3,992
Net assets
$141,493
Revenue
$156,755
Expenses
$135,561
Net income
$21,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.17$0.80$1.68$2.30$0.62
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.04$1.41$1.57$1.36$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.20$1.40$1.01$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.02$0.81$0.89$0.66$0.24