Civic Intelligence

Roots Forest School Inc.

990EZ • Fiscal year 2020 • EIN 82-3932159

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

50th percentile

5.3%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

71st percentile

27%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

12%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,820

Up $7,394 (+27%) from 2019

Net Assets

Up

$34,820

Up $7,394 (+27%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$140,413

Up $15,034 (+12%) from 2019

Expenses

Up

$133,019

Up $22,589 (+20%) from 2019

Net Income

Down

$7,394

Down $7,555 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$34,820
Liabilities-
Net Assets$34,820
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$140,413
Expenses$133,019
Net Income$7,394
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.0
Gross Receipts
$140,413
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.--
Compensation and Service Providers
Top Officer Pay76th 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
2021-04-13
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 $3231”

Other Expenses.1012

“Insurance $2992”

Other Expenses.1

“CLASSROOM SUPPLIES $6158”

Other Expenses.2

“EQUIPMENT RENT $2700”

Other Expenses.3

“MISC $1910”

Other Expenses.4

“Fund Raising costs $1364”

Other Expenses.5

“OFFICE EXPENSE $1124”

Other Expenses.6

“Bank Charges $1019”

Other Expenses.7

“Professional development $798”

Other Expenses.8

“Dues and subscriptions $746”

Other Expenses.10

“Repairs and maintenance $519”

Other Expenses.11

“TRAVEL $31”

Other Expenses.12

“MEALS $25”

Raw XML Appendix158 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022617
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/PrintingPublicationsPostageAmt0538
IRS990EZ/ProgramServiceRevenueAmt085853
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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0133019
IRS990EZ/TotalRevenueAmt0140413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rootsforestschool.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
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 $3231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM SUPPLIES $6158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT RENT $2700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISC $1910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fund Raising costs $1364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE EXPENSE $1124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges $1019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL DEVELOPMENT $798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES AND SUBSCRIPTIONS $746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIRS AND MAINTENANCE $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TRAVEL $31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEALS $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE DAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-13
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/ReturnTs02021-04-13T07:49:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,820
Liabilities
-
Net assets
$34,820
Revenue
$140,413
Expenses
$133,019
Net income
$7,394
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits