Civic Intelligence

Rooted

990 • Fiscal year 2019 • EIN 82-3215105

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

1390 Lawrence Street No 200Denver, CO 80204

(303) 579-4407

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.17x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.09x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

78th percentile

$213,199

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

95th percentile

71%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

142%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,526,362

Up $1,882,599 (+71%) from 2018

Net Assets

Up

$3,773,298

Up $1,139,592 (+43%) from 2018

Liabilities

Up

$753,064

Up $743,007 (+7388%) from 2018

Revenue

Up

$8,098,345

Up $4,752,578 (+142%) from 2018

Expenses

Up

$6,958,753

Up $6,246,692 (+877%) from 2018

Net Income

Down

$1,139,592

Down $1,494,114 (-57%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $2,643,763Liabilities 2018: $10,057Net Assets 2018: $2,633,7062018Assets 2019: $4,526,362Liabilities 2019: $753,064Net Assets 2019: $3,773,2982019Assets 2020: $7,432,149Liabilities 2020: $965,537Net Assets 2020: $6,466,6122020Assets 2021: $4,963,250Liabilities 2021: $115,062Net Assets 2021: $4,848,1882021Assets 2022: $4,954,535Liabilities 2022: $93,051Net Assets 2022: $4,861,4842022Assets 2023: $1,496,052Liabilities 2023: $282,455Net Assets 2023: $1,213,5972023Assets 2024: $698,230Liabilities 2024: $202,164Net Assets 2024: $496,0662024

Highlighted filing

2019

Assets$4,526,362
Liabilities$753,064
Net Assets$3,773,298

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2018: $3,345,767Expenses 2018: $712,061Net Income 2018: $2,633,7062018Revenue 2019: $8,098,345Expenses 2019: $6,958,753Net Income 2019: $1,139,5922019Revenue 2020: $9,569,872Expenses 2020: $6,876,558Net Income 2020: $2,693,3142020Revenue 2021: $7,608,549Expenses 2021: $9,226,972Net Income 2021: -$1,618,4232021Revenue 2022: $5,451,366Expenses 2022: $5,438,070Net Income 2022: $13,2962022Revenue 2023: $2,050,074Expenses 2023: $5,697,961Net Income 2023: -$3,647,8872023Revenue 2024: $4,269,410Expenses 2024: $4,986,941Net Income 2024: -$717,5312024

Highlighted filing

2019

Revenue$8,098,345
Expenses$6,958,753
Net Income$1,139,592
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Gross Receipts
$8,098,345
Mission and Program Overview

Mission

To dramatically increase the number of DPS students attending schools that partner authentically with communities to deliver a high quality education for all.

See page 2 , part III, line 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$717,242$4,502,957▲ $3,785,715
Pledges and Grants Receivable$1,895,671$0▼ $1,895,671
Land, Buildings, and Equipment, Net$15,483$16,608▲ $1,125
Prepaid Expenses and Deferred Charges$15,367$6,797▼ $8,570
Total Assets$2,643,763$4,526,362▲ $1,882,599
Liabilities
Grants Payable-$742,500-
Accounts Payable and Accrued Expenses$10,057$10,564▲ $507
Total Liabilities$10,057$753,064▲ $743,007
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,995,671$3,003,704▲ $1,008,033
Unrestricted Net Assets$638,035$769,594▲ $131,559
Total Net Assets Fund Balance$2,633,706$3,773,298▲ $1,139,592
Total Liabilities and Net Assets / Fund Balance$2,643,763$4,526,362▲ $1,882,599

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,608$5,121$21,729
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan EasleyChief Executive OfficerFT$204,999$8,200$213,199
Bernard McCuneChief Schools OfficerFT$180,001$7,200$187,201
Josh Scott thru XXXChief Operating OfficerFT$175,844$7,151$182,995

Board Members and Trustees

NameTitle
Hollie Velasquez-HorvathChair
Ethan GrayDirector
Luis de la FuenteDirector
Nick BoltDirector
Patrick DonovanChief Operating Officer
Jesus SalazarSecretary
Mary SeawellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
K-SolutionsConsultant3031 Dexter St, Denver, CO 80207$101,500
Revenue and Support

Revenue Composition

Contributions and Grants
$8,088,329
Program Service Revenue
$0
Investment Income
$10,016
Other Revenue
$0
All Other Contributions
$8,088,329
Change in Net Assets
$1,139,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,098,345
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,098,345
Total Revenue per Form 990
$8,098,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,203,328
Salaries, Compensation, and Employee Benefits$964,595
Other Expenses$790,830
Total Fundraising Expense$154,937
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,203,328--$5,203,328
Other Expenses$444,036$125,620$92,575$662,231
Current Officers, Directors, Trustees, and Key Employees$499,228$28,894$44,449$572,571
Other Salaries and Wages$182,974$68,088$4,404$255,466
Payroll Taxes$41,502$6,025$2,928$50,455
Other Employee Benefits$32,509$8,832$3,683$45,024
Pension Plan Contributions$37,523$3,141$415$41,079
Fees for Services Accounting$66$25,190-$25,256
Occupancy$20,572$2,986$1,451$25,009
Fees for Services Legal$3,323$14,924-$18,247
Travel$16,891$700-$17,591
Office Expenses$11,976$2,605$846$15,427
Conferences and Meetings$6,654$2,718$1,661$11,033
Insurance-$9,754-$9,754
Depreciation Depletion-$3,757-$3,757
Advertising--$2,525$2,525
Total Functional Expenses$6,500,582$303,234$154,937$6,958,753

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,958,753
Total Expenses per Audited Statements$6,958,753
Total Expenses per Form 990$6,958,753
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Denver Public SchoolsDenver, CO501(c)(3)Quality Schools$710,394
DSST Public SchoolDenver, CO501(c)(3)Quality Schools$580,000
Rocky Mountain PrepDenver, CO501(c)(3)Quality Schools$555,750
Northeast Innovation ZoneDenver, CO501(c)(3)Quality Schools$464,301
Empower SchoolsBoston, MA501(c)(3)Quality Schools$385,000
Luminary LearningDenver, CO501(c)(3)Quality Schools$350,000
Strive PreparatoryDenver, CO501(c)(3)Quality Schools$300,000
50 Can IncWashington, DC501(c)(3)Community Empowerment$282,500
Teach for AmericaDenver, CO501(c)(3)Talent$175,000
A ColoradoDenver, CO501(c)(3)Community Empowerment$155,000
Stand for ChildrenDenver, CO501(c)(3)Community Empowerment$155,000
RelayNew York, NY501(c)(3)Tslent$150,000
Roots ElementaryDenver, CO501(c)(3)Quality Schools$125,000
University PrepDenver, CO501(c)(3)Quality Schools$121,000
Colorado Nonprofit Development CenterDenver, CO501(c)(3)Community Empowerment$100,000
Education Reform NowDenver, CO501(c)(3)Community Empowerment$100,000
Climb Higher ColoradoDenver, CO501(c)(3)Community Empowerment$65,000
Rose Community FoundationDenver, CO501(c)(3)Community Empowerment$60,000
Colorado League of Charter SchoolsDenver, CO501(c)(3)Community Empowerment$50,000
Generation TeachBoston, MA501(c)(3)Talent$50,000
KIPP Colorado SchoolsDenver, CO501(c)(3)Quality Schools$50,000
Mile High United WayDenver, CO501(c)(3)Community Empowerment$50,000
Denver Scholarship FoundationDenver, CO501(c)(3)Community Empowerment$40,000
Civic CanopyDenver, CO501(c)(3)Community Empowerment$35,000
Larasa Dba CllaroDenver, CO501(c)(3)Community Empowerment$25,000
Together ColoradoDenver, CO501(c)(3)Community Empowerment$25,000
Black Child DevelopmentAurora, CO501(c)(3)Community Empowerment$15,000
YaaspaDenver, CO-Community Empowerment$15,000
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
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, line 11B

Th board of directors each complete an independent review of the Form 990 and provide comments prior to filing.

Form 990, Part VI, Section B, line 12C

Officers, directors, and key employees submit a written conflict of interest statement to the board of direcotrs on an annual basis. The board reviews these statements and monitors and potential conflicts that may arise throughout the year.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy, and financial statements are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
RootED
EIN
82-3215105
Phone
3035794407
Address
1390 Lawrence Street No 200, Denver, CO 80204

Signing Officer

Name
Patrick Donovan
Title
Managing Partner
Phone
3035794407
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Donovan
Formed
2017
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
6

Preparer

Firm
Kundinger Corder & Engle PC
Address
475 Lincoln Street Suite 200, Denver, CO 80203
Preparer
Kristin Calder CPA
Phone
3035345953
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

No changes during FY19

Raw XML AppendixShowing 400 of 750 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Seawell
IRS990/Form990PartVIISectionAGrp/PersonNm2Jesus Salazar
IRS990/Form990PartVIISectionAGrp/PersonNm3Luis de la Fuente
IRS990/Form990PartVIISectionAGrp/PersonNm4Nick Bolt
IRS990/Form990PartVIISectionAGrp/PersonNm5Ethan Gray
IRS990/Form990PartVIISectionAGrp/PersonNm6Nathan Easley
IRS990/Form990PartVIISectionAGrp/PersonNm7Josh Scott thru XXX
IRS990/Form990PartVIISectionAGrp/PersonNm8Patrick Donovan
IRS990/Form990PartVIISectionAGrp/PersonNm9Bernard McCune
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt045024
IRS990/OtherExpensesGrp/Desc0Consultants
IRS990/OtherExpensesGrp/FundraisingAmt092575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0125620
IRS990/OtherExpensesGrp/ProgramServicesAmt0444036
IRS990/OtherExpensesGrp/TotalAmt0662231
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04404
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068088
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0182974
IRS990/OtherSalariesAndWagesGrp/TotalAmt0255466
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02928
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06025
IRS990/PayrollTaxesGrp/ProgramServicesAmt041502
IRS990/PayrollTaxesGrp/TotalAmt050455
IRS990/PensionPlanContributionsGrp/FundraisingAmt0415
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03141
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037523
IRS990/PensionPlanContributionsGrp/TotalAmt041079
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01895671
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015367
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06797
IRS990/PrincipalOfficerNm0Patrick Donovan
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Investor - RootED will raise and coordinate the use of philanthropic resources aligned with achieving the organizations mission. RootED will ensure that the resources available are aligned with effective high quality seats and community partnership strategies and are used to support the most critical strategies, tactics, and partners. RootED will focus on investments in quality school development, community empowerment partnership/advocacy and effective school leader and teacher talent.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02034678
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01460000
IRS990/ProgSrvcAccomActy3Grp/Desc0Advocate -RootED will work to ensure the existence of a policy environment that supports the success of quality schools. RootED will seek an environment where school leaders and communities have the autonomy they need to make and advocate for decisions in the best interests of students: where schools operate under clear performance expectations and accountability and where parents/families are provided information and agency to make informed choices for their children, and have resources that are equitably allocated to support high quality education.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01834837
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01443633
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Facility Equity
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt039740
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03345671
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt096
IRS990/PYOtherExpensesAmt0119699
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02633706
IRS990/PYSalariesCompEmpBnftPaidAmt0592362
IRS990/PYTotalExpensesAmt0712061
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03345767
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01139592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08088329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03345671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011434000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010016
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt096
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010112
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt011434000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08088329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03345671
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011434000
IRS990ScheduleA/TotalSupportAmt011444112
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt016608
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05121
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06958753
IRS990ScheduleD/RevenueNotReportedAmt00
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IRS990ScheduleD/RevenueSubtotalAmt08098345
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016608
IRS990ScheduleD/TotalExpensesPerForm990Amt06958753
IRS990ScheduleD/TotalRevenuePerForm990Amt08098345
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08098345
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06958753
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0282500
IRS990ScheduleI/RecipientTable/CashGrantAmt1155000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt365000
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IRS990ScheduleI/RecipientTable/CashGrantAmt6710394
IRS990ScheduleI/RecipientTable/CashGrantAmt740000
IRS990ScheduleI/RecipientTable/CashGrantAmt8580000
IRS990ScheduleI/RecipientTable/CashGrantAmt9100000
IRS990ScheduleI/RecipientTable/CashGrantAmt10385000
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
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IRS990ScheduleI/RecipientTable/CashGrantAmt14350000
IRS990ScheduleI/RecipientTable/CashGrantAmt1550000
IRS990ScheduleI/RecipientTable/CashGrantAmt16464301
IRS990ScheduleI/RecipientTable/CashGrantAmt17150000
IRS990ScheduleI/RecipientTable/CashGrantAmt18555750
IRS990ScheduleI/RecipientTable/CashGrantAmt19125000
IRS990ScheduleI/RecipientTable/CashGrantAmt2060000
IRS990ScheduleI/RecipientTable/CashGrantAmt21155000
IRS990ScheduleI/RecipientTable/CashGrantAmt22300000
IRS990ScheduleI/RecipientTable/CashGrantAmt23175000
IRS990ScheduleI/RecipientTable/CashGrantAmt2435000
IRS990ScheduleI/RecipientTable/CashGrantAmt2525000
IRS990ScheduleI/RecipientTable/CashGrantAmt26121000
IRS990ScheduleI/RecipientTable/CashGrantAmt2715000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Quality Schools
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Quality Schools
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Quality Schools
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11Talent
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12Quality Schools
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14Quality Schools
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15Community Empowerment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16Quality Schools

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