Civic Intelligence

New Roots Institute

EIN 82-4594246 • 501(c)3 • Los Angeles, CA

Profile

New Roots Institute is a nonprofit empowering the next generation with knowledge and training to end factory farming.

1110 N Virgil Ave Suite 98280Los Angeles, CA 90029

www.newrootsinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.03x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

49%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$3,907,729

Up $1,280,010 (+49%) from 2024

Liabilities

Up

$98,591

Up $19,409 (+25%) from 2024

Net Assets

Up

$3,809,138

Up $1,260,601 (+49%) from 2024

Revenue

Up

$3,509,009

Up $791,325 (+29%) from 2024

Expenses

Up

$2,260,435

Up $697,589 (+45%) from 2024

Net Income

Up

$1,248,574

Up $93,736 (+8.1%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $391,826Liabilities 2019: $24,091Net Assets 2019: $367,7352019Assets 2020: $624,612Liabilities 2020: $154,739Net Assets 2020: $469,8732020Assets 2021: $1,024,509Liabilities 2021: $48,534Net Assets 2021: $975,9752021Assets 2022: $1,151,232Liabilities 2022: $32,161Net Assets 2022: $1,119,0712022Assets 2023: $1,441,271Liabilities 2023: $67,457Net Assets 2023: $1,373,8142023Assets 2024: $2,627,719Liabilities 2024: $79,182Net Assets 2024: $2,548,5372024Assets 2025: $3,907,729Liabilities 2025: $98,591Net Assets 2025: $3,809,1382025

Highlighted filing

2025

Assets$3,907,729
Liabilities$98,591
Net Assets$3,809,138

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2019: $921,966Expenses 2019: $587,655Net Income 2019: $334,3112019Revenue 2020: $1,032,275Expenses 2020: $931,951Net Income 2020: $100,3242020Revenue 2021: $1,508,083Expenses 2021: $1,002,017Net Income 2021: $506,0662021Revenue 2022: $1,197,314Expenses 2022: $1,053,175Net Income 2022: $144,1392022Revenue 2023: $1,670,660Expenses 2023: $1,412,317Net Income 2023: $258,3432023Revenue 2024: $2,717,684Expenses 2024: $1,562,846Net Income 2024: $1,154,8382024Revenue 2025: $3,509,009Expenses 2025: $2,260,435Net Income 2025: $1,248,5742025

Highlighted filing

2025

Revenue$3,509,009
Expenses$2,260,435
Net Income$1,248,574

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,509,009
Mission and Program Overview

Mission

The mission of the organization is to empower people to save animals, the environment, and our own health through our daily food choices,from social justice to public health, to sustainability. Factory farming is one of the most serious issues facing the planet.

New Roots Institute is a nonprofit empowering the next generation with knowledge and training to end factory farming.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,384,916$2,601,974▲ $1,217,058
Pledges and Grants Receivable$763,500$1,020,000▲ $256,500
Investments in Publicly Traded Securities$461,241$254,721▼ $206,520
Prepaid Expenses and Deferred Charges$18,062$31,034▲ $12,972
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,627,719$3,907,729▲ $1,280,010
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$63,304$93,249▲ $29,945
Deferred Revenue$15,878$5,342▼ $10,536
Total Liabilities$79,182$98,591▲ $19,409
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,508,037$2,500,638▲ $992,601
Net Assets With Donor Restrictions$1,040,500$1,308,500▲ $268,000
Total Net Assets Fund Balance$2,548,537$3,809,138▲ $1,260,601
Total Liabilities and Net Assets / Fund Balance$2,627,719$3,907,729▲ $1,280,010
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica ChenExecutive DirectorFT$88,945$6,387$95,332
Jesse Tandler ManagingDirectorFT$83,901$11,376$95,277

Board Members and Trustees

NameTitle
Jay O'SheaDirector
Jennifer BarckleyDirector
Kia HillDirector
Naomi Sachs ChairDirector
Bonnie Brown TreasurerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,427,477
Program Service Revenue
$18,761
Investment Income
$62,497
Other Revenue
$274
All Other Contributions
$3,427,477
Change in Net Assets
$1,248,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,509,009
Revenue Not Reported on Form 990
$12,027
Total Revenue per Audited Statements
$3,521,036
Total Revenue per Form 990
$3,509,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,952,719
Total Fundraising Expense$420,549
Other Expenses$242,150
Grants and Similar Amounts Paid$65,566
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$922,738$326,543$288,132$1,537,413
Current Officers, Directors, Trustees, and Key Employees$51,806$103,644$51,838$207,288
Payroll Taxes$81,695$27,147$29,468$138,310
Information Technology-$72,363-$72,363
Other Employee Benefits$39,703$19,972$10,033$69,708
Travel$27,341$5,848$19,154$52,343
Grants to Domestic Individuals$39,108--$39,108
Office Expenses$16,950$11,604$5,475$34,029
Fees for Services Accounting-$24,403-$24,403
Advertising--$16,449$16,449
Foreign Grants$14,500--$14,500
Grants to Domestic Orgs$11,958--$11,958
Other Expenses$11,604$14,754-$11,604
Fees for Services Other-$7,790-$7,790
Fees for Services Legal-$3,700-$3,700
Total Functional Expenses$1,222,118$617,768$420,549$2,260,435

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,260,435
Total Expenses per Audited Statements$2,260,435
Total Expenses per Form 990$2,260,435
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ProVeg InternationalPittsfield, MA501(c)(3)Sponsor Animal & Vegan Summit$10,000

International Summary

Spending
$14,500

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe/Iceland/GreenlandGrants to recipients-00$4,500
Sub-Saharan AfricaGrants to recipients-00$4,500
South AsiaGrants to recipients-00$3,000
North AmericaGrants to recipients-00$2,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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
Yes
Other officer compensation reviewed
Yes
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

We do not provide a copy of the 990 to board members prior to it being filed. The form is prepared by our CPA, reviewed by the Executive Director and the Director of Operations and filed electronically. It is then posted on our website.

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

Any Director, officer, or member of a committee with Board of Directors delegated powers, who has a direct or indirect financial interest is covered by the policy. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, they shall leave the Board of Directors or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board of Directors or committee members shall decide if a conflict of interest exists. An interested person may make a presentation at the Board of Directors or committee meeting, but after the presentation, they shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. To ensure the Organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews and training about inurements, impermissive private benefits, and excess benefit transactions shall be conducted. If the Board of Directors or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the Board of Directors or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section B, Line 15A

To establish the Compensation Policy, we researched compensation programs of related organizations, market-priced our jobs using online compensation tools and salary surveys, and worked with external human resource professionals. New Roots has established a flat-rate compensation structure, meaning we pay the exact same salary/hourly rate to every employee within the same leadership layer. For New Roots Institute, a flat-rate structure results in: A simplified compensation system that's easier to administer and explain compared to complex structures with multiple levels and variables. A reputation for fair and equitable pay practices that can be a strong recruitment tool. An approach that aligns well with a culture that values teamwork, equity, and transparency. The Director of Operations submits a salary recommendation to the Board of Directors for the approval of the Executive Director's salary. It includes a description of our methodology, benchmarking sources, and internal salary structure.

Form 990, Part VI, Section B, Line 15B

To establish the Compensation Policy, we researched compensation programs of related organizations, market-priced our jobs using online compensation tools and salary surveys, and worked with external human resource professionals. New Roots has established a flat-rate compensation structure, meaning we pay the exact same salary/hourly rate to every employee within the same leadership layer. For New Roots Institute, a flat-rate structure results in: A simplified compensation system that's easier to administer and explain compared to complex structures with multiple levels and variables. A reputation for fair and equitable pay practices that can be a strong recruitment tool. An approach that aligns well with a culture that values teamwork, equity, and transparency. The Director of Operations submits a salary recommendation to the Board of Directors for the approval of the Managing Director's salary. It includes a description of our methodology, benchmarking sources, and internal salary structure.

Form 990, Part VI, Section C, Line 19

The Organization posts its 990 to its organizational website. Other documents shall be provided upon request.

Filing and Contact Details

Filer

Filer Name
New Roots Institute
EIN
82-4594246
Phone
2095538009
Address
1110 N Virgil Ave Suite 98280, Los Angeles, CA 90029

Signing Officer

Name
Monica Chen
Title
Executive Director
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Chen
Formed
2018
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
36

Preparer

Firm
Cook & Company A Prof Actcy Corporation
Address
One Sansome St Ste 3500, San Francisco, CA 94104
Preparer
Douglas Cook PhDMPACPA
Phone
4156211112
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IRS990/Desc0The Organization accomplished educational outreach. Through interactive, high school and college lessons, we inspired critical thinking and dynamic discussions about the connections between industrial animal agriculture and current key issues impacting us alllike animal welfare, climate change and environmental sustainability, human rights, and personal and public health. Our unique programming was led by educators who are both passionate about this work and trained in leading and facilitating challenging conversations with students who are often learning about these issues for the first time. The Organization also accomplished leadership development. In the Leadership Academy, participants gained the tools to build the foundation for structural change in your institutions and communities. Participants will have the option to apply to continue in the academic-year fellowship, which runs for the fall and spring terms. In the academic-year fellowship, each fellow worked with New Roots Institute and a partner organization towards an individualized campaign to drive change on their campus and in their communities. Fellows received coaching, mentorship, and access to learning and career development opportunities. Alumni received continued support from New Roots Institute, and remained a part of both the Leadership Program and a wider, life-long network of alumni.
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010033
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019972
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039703
IRS990/OtherEmployeeBenefitsGrp/TotalAmt069708
IRS990/OtherExpensesGrp/Desc0Miscellaneous
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IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
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IRS990ScheduleA/TotalSupportAmt010475079
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt15108

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