Civic Intelligence

Dreamroot Leadership Institute

990EZ • Fiscal year 2020 • EIN 84-2542844

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 12, 2021

14 Bickel CourtSterling, VA 20165

(202) 570-2408

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

95th percentile

79%

Higher net margin than 95% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$149,451

No earlier filing loaded for comparison.

Net Assets

$149,451

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$148,253

No earlier filing loaded for comparison.

Expenses

$31,873

No earlier filing loaded for comparison.

Net Income

$116,380

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $149,451Liabilities 2020: $0Net Assets 2020: $149,4512020Assets 2021: $216,969Liabilities 2021: $3,237Net Assets 2021: $213,7322021Assets 2022: $222,783Liabilities 2022: $3,678Net Assets 2022: $219,1052022Assets 2023: $202,804Liabilities 2023: $63Net Assets 2023: $202,7412023Assets 2024: $213,597Liabilities 2024: $902Net Assets 2024: $212,6952024

Highlighted filing

2020

Assets$149,451
Liabilities$0
Net Assets$149,451

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $148,253Expenses 2020: $31,873Net Income 2020: $116,3802020Revenue 2021: $120,244Expenses 2021: $55,963Net Income 2021: $64,2812021Revenue 2022: $78,108Expenses 2022: $72,735Net Income 2022: $5,3732022Revenue 2023: $88,985Expenses 2023: $105,349Net Income 2023: -$16,3642023Revenue 2024: $112,197Expenses 2024: $102,243Net Income 2024: $9,9542024

Highlighted filing

2020

Revenue$148,253
Expenses$31,873
Net Income$116,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 12, 2021
Return Version
2020v4.0
Gross Receipts
$148,253
Mission and Program Overview

Mission

Dreamroot's mission is to release the potential of leaders in underserved communities to reverse the cycles of poverty and promote the well-being of every member of society.

Dreamroot's mission is to release the potential of emerging leaders in underserved communities to reverse the cycles of poverty and promote human flourishing.

Program Services

DescriptionGrantsExpenses
ESTABLISHMENT OF COMMUNITY-BASED TRAINING CENTERS.$0$22,698
LEADERSHIP TRAINING AND COACHING TO LOCAL LEADERS OF UNDERSERVED COMMUNITIES.$0$0
SEED INVESTMENT AND SPONSORSHIP OF LOCAL LEADERS' SOCIAL INITIATIVES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY PASSOSPresidentPT$0--
ANTHONY ANNANVice President-$0--
NATE PARKTreasurer-$0--
ANDY TRUONGSecretary-$0--
JENNIFER EASONBoard Member-$0--
DAVID MARROQUINBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Dreamroot Leadership Institute
EIN
84-2542844
Phone
2025702408
Address
14 BICKEL COURT, STERLING, VA 20165

Signing Officer

Name
Amy Passos
Title
President
Phone
2025702408
Signed
2021-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 365.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: software. Amount: 1,167. Description: merchant fees. Amount: 1,947. Description: license & fees. Amount: 25. Description: depreciation. Amount: 900. Description: travel. Amount: 2,937. Description: insurance. Amount: 1,938. Description: gifts. Amount: 79. Description: advertising. Amount: 900. Description: training center expenses. Amount: 13,142. Description: local leader support. Amount: 3,710. Description: miscellaneous. Amount: 1,569. Total to form 990-ez, line 16: 28,314.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 4,425. End of year amount: 3,551.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 143. End of year amount: 0.

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PROFESSIONAL BOOKKEEPING LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05409315724
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02626 SHEPHERDS MILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERRYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022611
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028789
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0145900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0147888
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0116380
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03400
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149451
IRS990EZ/GrossReceiptsAmt0148253
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033071
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0149451
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033071
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149451
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY PASSOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY ANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATE PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDY TRUONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER EASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID MARROQUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04425
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03551
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028314
IRS990EZ/OtherRevenueTotalAmt0365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DREAMROOT'S MISSION IS TO RELEASE THE POTENTIAL OF EMERGING LEADERS IN UNDERSERVED COMMUNITIES TO REVERSE THE CYCLES OF POVERTY AND PROMOTE HUMAN FLOURISHING.
IRS990EZ/PrintingPublicationsPostageAmt0159
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISHMENT OF COMMUNITY-BASED TRAINING CENTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LEADERSHIP TRAINING AND COACHING TO LOCAL LEADERS OF UNDERSERVED COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SEED INVESTMENT AND SPONSORSHIP OF LOCAL LEADERS' SOCIAL INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022698
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0143
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031873
IRS990EZ/TotalProgramServiceExpensesAmt022698
IRS990EZ/TotalRevenueAmt0148253
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0DREAMROOTINSTITUTE.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DREAMROOT WAS NOT INCORPORATED UNTIL JULY OF 2019, THEREFORE, THE INFORMATION REFLECTED IN THE 2019 COLUMN IS FOR THE SHORT YEAR ENDED 12/31/2019
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0147888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0182563
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0365
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0365
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18890
IRS990ScheduleA/PublicSupportTotal170Amt034549
IRS990ScheduleA/SubstantialContributorsTotAmt0148014
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0147888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0182563
IRS990ScheduleA/TotalSupportAmt0182928
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SOFTWARE. AMOUNT: 1,167. DESCRIPTION: MERCHANT FEES. AMOUNT: 1,947. DESCRIPTION: LICENSE & FEES. AMOUNT: 25. DESCRIPTION: DEPRECIATION. AMOUNT: 900. DESCRIPTION: TRAVEL. AMOUNT: 2,937. DESCRIPTION: INSURANCE. AMOUNT: 1,938. DESCRIPTION: GIFTS. AMOUNT: 79. DESCRIPTION: ADVERTISING. AMOUNT: 900. DESCRIPTION: TRAINING CENTER EXPENSES. AMOUNT: 13,142. DESCRIPTION: LOCAL LEADER SUPPORT. AMOUNT: 3,710. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,569. TOTAL TO FORM 990-EZ, LINE 16: 28,314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 4,425. END OF YEAR AMOUNT: 3,551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 143. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY PASSOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02025702408
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DREAMROOT LEADERSHIP INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0DREA
ReturnHeader/Filer/EIN0842542844
ReturnHeader/Filer/PhoneNum02025702408
ReturnHeader/Filer/USAddress/AddressLine1Txt014 BICKEL COURT
ReturnHeader/Filer/USAddress/CityNm0STERLING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020165
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J LOCASTRO CPA
ReturnHeader/ReturnTs02021-03-12T08:10:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASSOS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings