Civic Intelligence

Wholesome Roots Pantry

990EZ • Fiscal year 2019 • EIN 84-2696733

May 31, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profilewww.wholesomerootspantry.com
3910 Tarrant Trace CirHigh Point, NC 27265

(336) 880-9173

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

49th percentile

2.8%

Higher net margin than 49% 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

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

$1,410

No earlier filing loaded for comparison.

Net Assets

$1,410

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin49th percentile

Revenue

$50,829

No earlier filing loaded for comparison.

Expenses

$49,419

No earlier filing loaded for comparison.

Net Income

$1,410

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5K$1.0K$500$0Assets 2019: $1,410Liabilities 2019: $0Net Assets 2019: $1,4102019Assets 2020: $675Liabilities 2020: $0Net Assets 2020: $6752020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$1,410
Liabilities$0
Net Assets$1,410
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2019: $50,829Expenses 2019: $49,419Net Income 2019: $1,4102019Revenue 2020: $82,214Expenses 2020: $82,949Net Income 2020: -$7352020Revenue 2022: $82,654Expenses 2022: $85,641Net Income 2022: -$2,9872022

Highlighted filing

2019

Revenue$50,829
Expenses$49,419
Net Income$1,410
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 31, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Gross Receipts
$50,829
Mission and Program Overview

Mission

To help the needy have healthier lives

Program Services

DescriptionGrantsExpenses
We presently provide for families, pregnant moms, the elderly and disabled, low income housing districts, rural food deserts, and those recovering from various addictions.-$43,676
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAYDEN ROBERSONPresidentPT$0--
JENNIFER ROBERSONTreasurerPT$0--
HEATHER ELLISSecretary-$0--
AMY HAVLANMember-At-Large-$0--
TANYA NESBITMember-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Wholesome Roots Pantry
EIN
84-2696733
Address
3910 TARRANT TRACE CIR, High Point, NC 27265

Signing Officer

Name
Payden Roberson
Title
President
Phone
3368809173
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Beck Accounting and Tax Services
Address
1216 TARRANT RD, Greensboro, NC 27409
Preparer
J Clark Beck
Phone
3366013588
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity FOOD DISTRIBUTION Grantee THE NEEDY Relationship NONE Amount 42,350”

Description of other expenses Part I line 16

“Description AmountFEES 335MARKETING 405MERCHANT FEE 115EQUIPMENT 1,251RENTAL FEES 75SPOILAGE 4,388”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFOOD INVENTORY 0 500”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER ROBERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03368809173
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03910 TARRANT TRACE CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0High Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027265
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050829
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01410
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042350
IRS990EZ/GrossReceiptsAmt050829
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01410
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAYDEN ROBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER ROBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY HAVLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TANYA NESBIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER-AT-LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherExpensesTotalAmt06569
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help the needy have healthier lives
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We presently provide for families, pregnant moms, the elderly and disabled, low income housing districts, rural food deserts, and those recovering from various addictions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049419
IRS990EZ/TotalProgramServiceExpensesAmt043676
IRS990EZ/TotalRevenueAmt050829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.wholesomerootspantry.com/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050829
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt050829
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050829
IRS990ScheduleA/Total509Grp/TotalAmt050829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity FOOD DISTRIBUTION Grantee THE NEEDY Relationship NONE Amount 42,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFEES 335MARKETING 405MERCHANT FEE 115EQUIPMENT 1,251RENTAL FEES 75SPOILAGE 4,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearFOOD INVENTORY 0 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAYDEN ROBERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03368809173
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLESOME ROOTS PANTRY
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0842696733
ReturnHeader/Filer/USAddress/AddressLine1Txt03910 TARRANT TRACE CIR
ReturnHeader/Filer/USAddress/CityNm0High Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027265
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A893918A462370C48CC7FFF9D01F27811F5D345D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A893918A462370C48CC7FFF9D01F27811F5D345D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06986972020188xn14530
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.182.225.203
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTm013:55:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814019271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECK ACCOUNTING AND TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01216 TARRANT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027409
ReturnHeader/PreparerPersonGrp/PhoneNum03366013588
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CLARK BECK
ReturnHeader/ReturnTs02020-07-06T13:54:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-31
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
$1,410
Liabilities
$0
Net assets
$1,410
Revenue
$50,829
Expenses
$49,419
Net income
$1,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$82.7$85.6$2.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$82.2$82.9$0.74
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$50.8$49.4$1.41