Civic Intelligence

Roots Forest School Inc.

990EZ • Fiscal year 2019 • EIN 82-3932159

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 04, 2020

Organization Profilewww.rootsforestschool.com
PO Box 2785Mccall, ID 83638

(208) 315-0925

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

120%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,426

Up $14,949 (+120%) from 2018

Net Assets

$27,426

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$125,379

Up $28,273 (+29%) from 2018

Expenses

Up

$110,430

Up $25,801 (+30%) from 2018

Net Income

Up

$14,949

Up $2,472 (+20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$300K$200K$100K$0Assets 2018: $12,477Liabilities 2018: $02018Assets 2019: $27,426Net Assets 2019: $27,4262019Assets 2020: $34,820Net Assets 2020: $34,8202020Assets 2021: $65,375Net Assets 2021: $65,3752021Assets 2022: $143,045Liabilities 2022: $392Net Assets 2022: $142,6532022Assets 2023: $132,017Liabilities 2023: $4,243Net Assets 2023: $127,7742023Assets 2024: $207,928Liabilities 2024: $31,955Net Assets 2024: $175,9732024

Highlighted filing

2019

Assets$27,426
Liabilities-
Net Assets$27,426
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0Revenue 2018: $97,106Expenses 2018: $84,629Net Income 2018: $12,4772018Revenue 2019: $125,379Expenses 2019: $110,430Net Income 2019: $14,9492019Revenue 2020: $140,413Expenses 2020: $133,019Net Income 2020: $7,3942020Revenue 2021: $173,274Expenses 2021: $142,719Net Income 2021: $30,5552021Revenue 2022: $199,382Expenses 2022: $172,468Net Income 2022: $26,9142022Revenue 2023: $228,768Expenses 2023: $206,380Net Income 2023: $22,3882023Revenue 2024: $293,434Expenses 2024: $245,235Net Income 2024: $48,1992024

Highlighted filing

2019

Revenue$125,379
Expenses$110,430
Net Income$14,949
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 4, 2020
Return Version
2019v5.0
Gross Receipts
$125,379
Mission and Program Overview

Mission

Roots Forest School is organized for educational purposes for preschool-aged children. Through child-led adventures, children in Roots Forest School become more connected to our local environment and community. Using place and play based learning, each student receives a seasonally based educational experience rooted in self-awareness, sensory development, social/emotional skills, and environmental consciousness.

Program Services

DescriptionGrantsExpenses
Roots Forest School was Idaho's first nature-based preschool. We were founded in 2015 with 16 families and have grown exponentially each year. In the 2018-2019 school year we have 48 children enrolled in our drop-off preschool classes that meet 2-3 times a week from September through May. Additionally we have 20 children and 19 adults enrolled in our parent-toddler class that meets once a week from September through May. In 2018 we provided $10,000 in scholarship money to low-income families in our community, providing a preschool education for their children. These scholarships were funded by private donations and school fundraisers. In December 2018 we hosted a community event, The Trek to the North Pole, with 250 children and adults attending to participate in a forest scavenger hunt through the snow to find 'Santa Claus' at the 'North Pole.'We have worked with other educators around the state of Idaho to help them infuse more hands-on, nature-based learning experiences into their curriculum, sharing our work at both the 2018 Idaho Environmental Education Association Conference in Lewiston, Idaho as well as the 2018 Conference for the Idaho Association of the Education of Young Children in Boise, Idaho. Our school's founder and director was also named the 2019 Idaho Non-Formal Environmental Educator of the Year by the Idaho Environmental Education Association.$84,870-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA CORIELLPresidentPT$0--
JENNET GRAYSecretary-$0--
KATIE MORELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Roots Forest School Inc
EIN
82-3932159
Phone
2083150925
Address
PO BOX 2785, MCCALL, ID 83638

Signing Officer

Name
Stephanie Day
Title
Treasurer
Signed
2020-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Lamm and Company CPA PA
Address
311 Deinhard Ln, McCall, ID 83638
Preparer
J Barrett Lamm
Phone
2086342351
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1233”

Other Expenses.1002

“Office Expenses $803”

Other Expenses.1012

“Insurance $2103”

Other Expenses.1

“SUPPLIES $5770”

Other Expenses.2

“STORAGE TRAILER $5246”

Other Expenses.3

“CLASSROOM SUPPLIES $3772”

Other Expenses.4

“MEALS $2295”

Other Expenses.5

“Professional development $471”

Other Expenses.6

“Bank Charges $384”

Other Expenses.7

“Dues and subscriptions $319”

Other Expenses.8

“Repairs and maintenance $298”

Other Expenses.9

“REFUNDS $243”

Other Expenses.12

“TRAVEL $83”

Raw XML Appendix153 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.

Path#Value
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Roots Forest School is organized for educational purposes for preschool-aged children. Through child-led adventures, children in Roots Forest School become more connected to our local environment and community. Using place and play based learning, each student receives a seasonally based educational experience rooted in self-awareness, sensory development, social/emotional skills, and environmental consciousness.
IRS990EZ/PrintingPublicationsPostageAmt0380
IRS990EZ/ProgramServiceRevenueAmt0103220
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Roots Forest School was Idaho's first nature-based preschool. We were founded in 2015 with 16 families and have grown exponentially each year. In the 2018-2019 school year we have 48 children enrolled in our drop-off preschool classes that meet 2-3 times a week from September through May. Additionally we have 20 children and 19 adults enrolled in our parent-toddler class that meets once a week from September through May. In 2018 we provided $10,000 in scholarship money to low-income families in our community, providing a preschool education for their children. These scholarships were funded by private donations and school fundraisers. In December 2018 we hosted a community event, The Trek to the North Pole, with 250 children and adults attending to participate in a forest scavenger hunt through the snow to find 'Santa Claus' at the 'North Pole.'We have worked with other educators around the state of Idaho to help them infuse more hands-on, nature-based learning experiences into their curriculum, sharing our work at both the 2018 Idaho Environmental Education Association Conference in Lewiston, Idaho as well as the 2018 Conference for the Idaho Association of the Education of Young Children in Boise, Idaho. Our school's founder and director was also named the 2019 Idaho Non-Formal Environmental Educator of the Year by the Idaho Environmental Education Association.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt084870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt083211
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0110430
IRS990EZ/TotalProgramServiceExpensesAmt084870
IRS990EZ/TotalRevenueAmt0125379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rootsforestschool.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $5770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE TRAILER $5246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM SUPPLIES $3772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS $2295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL DEVELOPMENT $471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES AND SUBSCRIPTIONS $319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIRS AND MAINTENANCE $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11REFUNDS $243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRAVEL $83
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE DAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS FOREST SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0823932159
ReturnHeader/Filer/PhoneNum02083150925
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2785
ReturnHeader/Filer/USAddress/CityNm0MCCALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841373775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lamm and Company CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0311 Deinhard Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McCall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083638
ReturnHeader/PreparerPersonGrp/PhoneNum02086342351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Barrett Lamm
ReturnHeader/ReturnTs02020-06-04T12:44:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,426
Liabilities
-
Net assets
$27,426
Revenue
$125,379
Expenses
$110,430
Net income
$14,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.32$1.76$2.93$2.45$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.04$1.28$2.29$2.06$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$1.99$1.72$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.73$1.43$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.40$1.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.25$1.10$0.15
2018Summary only. Only limited summary data is available for this year.$0.12$0.00$0.97$0.85$0.12