Civic Intelligence

Roots & Wings Charitable Foundation

990EZ • Fiscal year 2020 • EIN 84-4845204

Jan 01, 2020 to Dec 31, 2020 • Filed on May 26, 2021

1228 Gregory AveWilmette, IL 60091

(704) 267-6597

Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.11x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

96th percentile

85%

Higher net margin than 96% 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

$86,120

No earlier filing loaded for comparison.

Net Assets

$76,519

No earlier filing loaded for comparison.

Liabilities

$9,601

No earlier filing loaded for comparison.

Revenue

$90,319

No earlier filing loaded for comparison.

Expenses

$13,800

No earlier filing loaded for comparison.

Net Income

$76,519

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.

$100K$50K$0Assets 2020: $86,120Liabilities 2020: $9,601Net Assets 2020: $76,5192020Assets 2021: $79,191Liabilities 2021: $5,233Net Assets 2021: $73,9582021Assets 2022: $74,865Liabilities 2022: $2,218Net Assets 2022: $72,6472022

Highlighted filing

2020

Assets$86,120
Liabilities$9,601
Net Assets$76,519

Operations Trend

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

$100K$50K$0-$50KRevenue 2020: $90,319Expenses 2020: $13,800Net Income 2020: $76,5192020Revenue 2021: $54,447Expenses 2021: $57,008Net Income 2021: -$2,5612021Revenue 2022: $51,563Expenses 2022: $52,873Net Income 2022: -$1,3102022

Highlighted filing

2020

Revenue$90,319
Expenses$13,800
Net Income$76,519
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 26, 2021
Return Version
2020v4.0
Gross Receipts
$90,319
Mission and Program Overview

Mission

Our mission at roots & wings charitable foundation is to offer support to integrative & wellness programs that increase emotional, physical & spiritual well-being during the continuous oncology treatment for metastatic breast cancer (mbc).

Program Services

DescriptionGrantsExpenses
100 COMPLIMENTARY ACUPUNCTURE & ONCOLOGY MASSAGE APPOINTMENTS WERE OFFERED TO THE MBC COMMUNITY AT RUSH CANCER CENTER IN CHICAGO, IL. THE PROGRAM WAS CALLED "WE SEE YOU. WE HONOR YOU.- AND IT COMMENCED ON OCTOBER 1ST FOR BREAST CANCER AWARENESS MONTH. THE COMPLIMENTARY APPOINTMENTS WILL BE AVAILABLE AT RUSH UNTIL THEY HAVE COMPLETED. ROOTS & WINGS CREATED POSTCARD-SIZED INVITATIONS FOR ONCOLOGISTS TO "INVITE" MBC PATIENTS TO PARTICIPATE IN THE COMPLIMENTARY APPOINTMENTS. THE ACCOMPLISHMENT OF THE PROGRAM WAS MEASURED BY HAVING EVERY APPOINTMENT CLAIMED AS WELL AS RECEIVING POSITIVE EXPERIENCE FEEDBACK FROM THE MBC PATIENTS THAT PARTICIPATED. 50% OF OUR APPOINTMENTS WERE DELAYED DUE TO COVID AT THE END OF 2020 AND HAVE SINCE RESUMED. ALL APPOINTMENTS WILL BE COMPLETED BY JUNE 2021 (GIVEN NO UNFORESEEN ISSUES). FEEDBACK FROM THE PARTICIPATING ONCOLOGISTS CLAIMED THAT MBC PATIENTS WERE MOVED EMOTIONALLY BY THE INVITATIONS AND THAT SOMEONE WAS WITNESSING THEIR NEED FOR THESE SERVICES AND HELPING WITH THE COST BARRIERS. ALL PATIENTS, EXCEPT ONE, RESPONDED WITH GRATITUDE AFTER THE APPOINTMENTS. THIS SINGLE PATIENT DECIDED THAT ONCOLOGY MASSAGE WASN'T BENEFICIAL TO HER. ROOTS & WINGS WILL REPEAT THIS GIFT IN OCTOBER 2021.$8,000$9,944
WILDFIRE IS A MAGAZINE SPECIFICALLY DESIGNED WITH THE YOUNG BREAST CANCER SURVIVOR AND FIGHTER IN MIND. EVERY CONTRIBUTOR TO THE MAGAZINE IS DIAGNOSED UNDER THE AGE OF 45 - A GROWING POPULATION DECADES YOUNGER THAN THE AVERAGE BREAST CANCER FIGHTER WITH VERY FEW AGE-APPROPRIATE RESOURCES AVAILABLE. ROOTS & WINGS SUPPORTED THE MBC OCT/NOV ISSUE AS UNDERWRITERS. ROOTS & WINGS ALONG WITH OUR MISSION WAS PRINTED IN THE MAGAZINE THAT REACHES OVER 17,000 READERS. ACCOMPLISHMENT OF THE PROGRAM WAS MEASURED BY OUTREACH TO MBC PATIENTS, NEW PARTNERSHIPS AND ADVOCACY FOR MBC. WE CONTINUED TO SUPPORT THE PUBLICATION AND WILL HAVE COMMITTED TO DO SO THROUGH THE END OF 2021.$1,912$3,856
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA KEENFounder & PrPT$0--
CLAIRE HOLLANDSecretaryPT$0--
BETH SZOSTEKTreasurerPT$0--
MEGHAN DEROMABoard MemberPT$0--
ANNE MARQUESBoard MemberPT$0--
LIZ MOOREBoard MemberPT$0--
HEIDI PFETCHERBoard MemberPT$0--
ERIN WANKEBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Roots & Wings Charitable Foundation
EIN
84-4845204
Phone
7042676597
Address
1228 GREGORY AVE, WILMETTE, IL 60091

Signing Officer

Name
Beth Szostek
Title
Treasurer
Phone
7042676597
Signed
2021-05-26
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Frank D Davies
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: rush university medical center cash contribution: 8,000

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 1,253 office 1,594 information technology 432 total 3,279

Form 990-ez, Part II, Line 26

GRANTS PAYABLE 0 9,601

Form 990-ez, Part III

Our mission at roots & wings charitable foundation is to offer support to integrative & wellness programs that increase emotional, physical & spiritual well-being during the continuous oncology treatment for metastatic breast cancer (mbc).

Form 990-ez, Part III, Line 28

100 complimentary acupuncture & oncology massage appointments were offered to the mbc community at rush cancer center in chicago, il. The program was called "we see you. We honor you.- and it commenced on october 1st for breast cancer awareness month. The complimentary appointments will be available at rush until they have completed. Roots & wings created postcard-sized invitations for oncologists to "invite" mbc patients to participate in the complimentary appointments. The accomplishment of the program was measured by having every appointment claimed as well as receiving positive experience feedback from the mbc patients that participated. 50% of our appointments were delayed due to covid at the end of 2020 and have since resumed. All appointments will be completed by june 2021 (given no unforeseen issues). Feedback from the participating oncologists claimed that mbc patients were moved emotionally by the invitations and that someone was witnessing their need for these services and helping with the cost barriers. All patients, except one, responded with gratitude after the appointments. This single patient decided that oncology massage wasn't beneficial to her. Roots & wings will repeat this gift in october 2021.

Form 990-ez, Part III, Line 29

Wildfire is a magazine specifically designed with the young breast cancer survivor and fighter in mind. Every contributor to the magazine is diagnosed under the age of 45 - a growing population decades younger than the average breast cancer fighter with very few age-appropriate resources available. Roots & wings supported the mbc oct/nov issue as underwriters. Roots & wings along with our mission was printed in the magazine that reaches over 17,000 readers. Accomplishment of the program was measured by outreach to mbc patients, new partnerships and advocacy for mbc. We continued to support the publication and will have committed to do so through the end of 2021.

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IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION AT ROOTS & WINGS CHARITABLE FOUNDATION IS TO OFFER SUPPORT TO INTEGRATIVE & WELLNESS PROGRAMS THAT INCREASE EMOTIONAL, PHYSICAL & SPIRITUAL WELL-BEING DURING THE CONTINUOUS ONCOLOGY TREATMENT FOR METASTATIC BREAST CANCER (MBC).
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0100 COMPLIMENTARY ACUPUNCTURE & ONCOLOGY MASSAGE APPOINTMENTS WERE OFFERED TO THE MBC COMMUNITY AT RUSH CANCER CENTER IN CHICAGO, IL. THE PROGRAM WAS CALLED "WE SEE YOU. WE HONOR YOU.- AND IT COMMENCED ON OCTOBER 1ST FOR BREAST CANCER AWARENESS MONTH. THE COMPLIMENTARY APPOINTMENTS WILL BE AVAILABLE AT RUSH UNTIL THEY HAVE COMPLETED. ROOTS & WINGS CREATED POSTCARD-SIZED INVITATIONS FOR ONCOLOGISTS TO "INVITE" MBC PATIENTS TO PARTICIPATE IN THE COMPLIMENTARY APPOINTMENTS. THE ACCOMPLISHMENT OF THE PROGRAM WAS MEASURED BY HAVING EVERY APPOINTMENT CLAIMED AS WELL AS RECEIVING POSITIVE EXPERIENCE FEEDBACK FROM THE MBC PATIENTS THAT PARTICIPATED. 50% OF OUR APPOINTMENTS WERE DELAYED DUE TO COVID AT THE END OF 2020 AND HAVE SINCE RESUMED. ALL APPOINTMENTS WILL BE COMPLETED BY JUNE 2021 (GIVEN NO UNFORESEEN ISSUES). FEEDBACK FROM THE PARTICIPATING ONCOLOGISTS CLAIMED THAT MBC PATIENTS WERE MOVED EMOTIONALLY BY THE INVITATIONS AND THAT SOMEONE WAS WITNESSING THEIR NEED FOR THESE SERVICES AND HELPING WITH THE COST BARRIERS. ALL PATIENTS, EXCEPT ONE, RESPONDED WITH GRATITUDE AFTER THE APPOINTMENTS. THIS SINGLE PATIENT DECIDED THAT ONCOLOGY MASSAGE WASN'T BENEFICIAL TO HER. ROOTS & WINGS WILL REPEAT THIS GIFT IN OCTOBER 2021.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WILDFIRE IS A MAGAZINE SPECIFICALLY DESIGNED WITH THE YOUNG BREAST CANCER SURVIVOR AND FIGHTER IN MIND. EVERY CONTRIBUTOR TO THE MAGAZINE IS DIAGNOSED UNDER THE AGE OF 45 - A GROWING POPULATION DECADES YOUNGER THAN THE AVERAGE BREAST CANCER FIGHTER WITH VERY FEW AGE-APPROPRIATE RESOURCES AVAILABLE. ROOTS & WINGS SUPPORTED THE MBC OCT/NOV ISSUE AS UNDERWRITERS. ROOTS & WINGS ALONG WITH OUR MISSION WAS PRINTED IN THE MAGAZINE THAT REACHES OVER 17,000 READERS. ACCOMPLISHMENT OF THE PROGRAM WAS MEASURED BY OUTREACH TO MBC PATIENTS, NEW PARTNERSHIPS AND ADVOCACY FOR MBC. WE CONTINUED TO SUPPORT THE PUBLICATION AND WILL HAVE COMMITTED TO DO SO THROUGH THE END OF 2021.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RUSH UNIVERSITY MEDICAL CENTER CASH CONTRIBUTION: 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 1,253 OFFICE 1,594 INFORMATION TECHNOLOGY 432 TOTAL 3,279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAYABLE 0 9,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR MISSION AT ROOTS & WINGS CHARITABLE FOUNDATION IS TO OFFER SUPPORT TO INTEGRATIVE & WELLNESS PROGRAMS THAT INCREASE EMOTIONAL, PHYSICAL & SPIRITUAL WELL-BEING DURING THE CONTINUOUS ONCOLOGY TREATMENT FOR METASTATIC BREAST CANCER (MBC).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4100 COMPLIMENTARY ACUPUNCTURE & ONCOLOGY MASSAGE APPOINTMENTS WERE OFFERED TO THE MBC COMMUNITY AT RUSH CANCER CENTER IN CHICAGO, IL. THE PROGRAM WAS CALLED "WE SEE YOU. WE HONOR YOU.- AND IT COMMENCED ON OCTOBER 1ST FOR BREAST CANCER AWARENESS MONTH. THE COMPLIMENTARY APPOINTMENTS WILL BE AVAILABLE AT RUSH UNTIL THEY HAVE COMPLETED. ROOTS & WINGS CREATED POSTCARD-SIZED INVITATIONS FOR ONCOLOGISTS TO "INVITE" MBC PATIENTS TO PARTICIPATE IN THE COMPLIMENTARY APPOINTMENTS. THE ACCOMPLISHMENT OF THE PROGRAM WAS MEASURED BY HAVING EVERY APPOINTMENT CLAIMED AS WELL AS RECEIVING POSITIVE EXPERIENCE FEEDBACK FROM THE MBC PATIENTS THAT PARTICIPATED. 50% OF OUR APPOINTMENTS WERE DELAYED DUE TO COVID AT THE END OF 2020 AND HAVE SINCE RESUMED. ALL APPOINTMENTS WILL BE COMPLETED BY JUNE 2021 (GIVEN NO UNFORESEEN ISSUES). FEEDBACK FROM THE PARTICIPATING ONCOLOGISTS CLAIMED THAT MBC PATIENTS WERE MOVED EMOTIONALLY BY THE INVITATIONS AND THAT SOMEONE WAS WITNESSING THEIR NEED FOR THESE SERVICES AND HELPING WITH THE COST BARRIERS. ALL PATIENTS, EXCEPT ONE, RESPONDED WITH GRATITUDE AFTER THE APPOINTMENTS. THIS SINGLE PATIENT DECIDED THAT ONCOLOGY MASSAGE WASN'T BENEFICIAL TO HER. ROOTS & WINGS WILL REPEAT THIS GIFT IN OCTOBER 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WILDFIRE IS A MAGAZINE SPECIFICALLY DESIGNED WITH THE YOUNG BREAST CANCER SURVIVOR AND FIGHTER IN MIND. EVERY CONTRIBUTOR TO THE MAGAZINE IS DIAGNOSED UNDER THE AGE OF 45 - A GROWING POPULATION DECADES YOUNGER THAN THE AVERAGE BREAST CANCER FIGHTER WITH VERY FEW AGE-APPROPRIATE RESOURCES AVAILABLE. ROOTS & WINGS SUPPORTED THE MBC OCT/NOV ISSUE AS UNDERWRITERS. ROOTS & WINGS ALONG WITH OUR MISSION WAS PRINTED IN THE MAGAZINE THAT REACHES OVER 17,000 READERS. ACCOMPLISHMENT OF THE PROGRAM WAS MEASURED BY OUTREACH TO MBC PATIENTS, NEW PARTNERSHIPS AND ADVOCACY FOR MBC. WE CONTINUED TO SUPPORT THE PUBLICATION AND WILL HAVE COMMITTED TO DO SO THROUGH THE END OF 2021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-26
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ReturnHeader/ReturnTs02021-07-02T08:08:13-05:00
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