Civic Intelligence

Roots & Wings Charitable Foundation

990EZ • Fiscal year 2022 • EIN 84-4845204

Jan 01, 2022 to Dec 31, 2022 • Filed on May 19, 2023

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

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.04x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.5%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.3%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$74,865

Down $4,326 (-5.5%) from 2021

Net Assets

Down

$72,647

Down $1,311 (-1.8%) from 2021

Liabilities

Down

$2,218

Down $3,015 (-58%) from 2021

Revenue

Down

$51,563

Down $2,884 (-5.3%) from 2021

Expenses

Down

$52,873

Down $4,135 (-7.3%) from 2021

Net Income

Up

-$1,310

Up $1,251 (+49%) from 2021

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

2022

Assets$74,865
Liabilities$2,218
Net Assets$72,647

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

2022

Revenue$51,563
Expenses$52,873
Net Income-$1,310
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 19, 2023
Return Version
2022v5.0
Gross Receipts
$51,563
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
ROOTS & WINGS SUPPORTED THE METASTATIC BREAST CANCER (MBC) COMMUNITY WITH 100 COMPLIMENTARY ACUPUNCTURE & ONCOLOGY MASSAGE APPOINTMENTS AT RUSH CANCER CENTER IN CHICAGO, IL. THE PROGRAM WAS CALLED "WE SEE YOU. WE HONOR YOU." IT COMMENCED ON OCTOBER 1, 2020 IN HONOR OF BREAST CANCER AWARENESS MONTH. THE COMPLIMENTARY APPOINTMENTS WILL BE AVAILABLE AT RUSH UNTIL THEY HAVE BEEN COMPLETED. 50% OF OUR APPOINTMENTS WERE DELAYED DUE TO COVID AT THE END OF 2020 AND RESUMED IN 2021. ROOTS & WINGS CREATED POSTCARD-SIZED INVITATIONS FOR ONCOLOGISTS TO "INVITE" RUSH MBC PATIENTS TO PARTICIPATE IN THE COMPLIMENTARY APPOINTMENTS. IN OCTOBER 2021, RUSH CREATED A VIDEO SERIES PRESENTING THE EVIDENCE-BASED BENEFITS OF EXERCISE AND YOGA IN CANCER THANKS TO ROOTS & WINGS' FINANCIAL SUPPORT. THE GOAL OF THE 15 VIDEOS IS TO HELP PATIENTS IMPROVE THEIR QUALITY OF LIFE THROUGHOUT THEIR CANCER JOURNEY. USING EDUCATIONAL AND INTERACTIVE TECHNIQUES, PATIENTS CAN BE MET WHERE THEY ARE AND WHEN THEY NEED THE SUPPORT. VIDEOS WILL RANGE IN LENGTH FROM 10 MINUTES (INFORMATIVE) TO 45 MINUTES (EXAMPLE CLASSES) AND COVER SEVERAL TOPICS: LYMPHEDEMA, FATIGUE, STRESS MANAGEMENT, MOVEMENT & STRENGTH. THE VIDEO SERIES WILL ALSO INCLUDE EXERCISE COURSES SUCH AS STRENGTH TRAINING AND YOGA. OTHE VIDEO SERIES CAN BE ACCESSED THROUGH RUSH.EDU, SOCIAL MEDIA, AND YOUTUBE. THE MEDIA PRODUCTION WILL BE CONDUCTED IN COLLABORATION WITH FREE SPIRIT MEDIA, A LOCAL ORGANIZATION THAT TRAINS TEENS AND YOUNG ADULTS FROM CHICAGO'S WEST AND SOUTH SIDES IN MEDIA PRODUCTION. ITS MISSION IS TO TRANSFORM MEDIA AND SOCIETY BY PROVIDING OPPORTUNITIES FOR EMERGING CREATORS, PRIMARILY FROM COMMUNITIES OF COLOR, TO PRODUCE AND DISTRIBUTE ORIGINAL CONTENT AND PURSUE ARTISTIC, PERSONAL, AND PROFESSIONAL ASPIRATIONS. ROOTS & WINGS HAS PROVIDED FUNDING FOR THE DANA-FARBER CANCER INSTITUTE TO CREATE AN INTEGRATIVE THERAPY PROGRAM SPECIFICALLY GEARED TO MBC PATIENTS THAT INCLUDES (1) LIVE-STREAMED GROUP MEDITATION/MINDFULNESS AND NUTRITION CLASSES AND (2) ON-DEMAND PROGRAMMING IN YOGA, EXERCISE, NUTRITION AND CREATIVE ARTS THERAPY. THE SESSIONS ARE HOLISTIC THERAPIES THAT WORK TO REDUCE THE PAIN, STRESS, AND ANXIETY CAUSED BY MBC. THE SESSIONS AIM TO OFFER MBC PATIENTS COMPREHENSIVE CARE THAT IS BOTH ACCESSIBLE AND TRANSFORMATIVE. ROOTS & WINGS SUPPORTED THE METASTATIC BREAST CANCER (MBC) COMMUNITY WITH FUNDING TO ENHANCE BEHAVIORAL HEALTH OFFERINGS AVAILABLE THROUGH THE DUKE CANCER PATIENT SUPPORT PROGRAM. A MEDICAL FAMILY THERAPIST IS A FACILITATOR TO PROVIDE SUPPORT TO MBC PATIENTS AND THEIR FAMILIES THROUGH INDIVIDUAL AND FAMILY GROUP THERAPY AND COUNSELING, AND PEER GROUPS THAT PROVIDE A SPACE TO SHARE WITH OTHERS FACING SIMILAR EXPERIENCES. THEIR NEEDS WERE NOT BEING MET IN THE EXISTING GROUP BEFORE 2021. THE METASTATIC BREAST CANCER SUPPORT GROUP STARTED VIRTUALLY IN MARCH 2021 AND IS NOW AVAILABLE VIRTUALLY AND IN PERSON.$41,100$49,875
ROOTS & WINGS SUPPORTED WILDFIRE, A PUBLICATION FOR THE YOUNG METASTATIC BREAST CANCER (MBC) COMMUNITY, AS UNDERWRITERS IN 2021. WILDFIRE IS A MAGAZINE SPECIFICALLY DESIGNED FOR YOUNG BREAST CANCER SURVIVORS AND FIGHTERS. EVERY CONTRIBUTOR TO THE MAGAZINE IS DIAGNOSED UNDER THE AGE OF 45 - A GROWING POPULATION THAT IS DECADES YOUNGER THAN THE AVERAGE BREAST CANCER FIGHTER WITH VERY FEW AGE-APPROPRIATE RESOURCES AVAILABLE. THE ROOTS & WINGS LOGO, MISSION STATEMENT AND WEBSITE WERE PRINTED IN THE MAGAZINE THAT REACHES OVER 17,000 READERS.$2,998$2,998
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--
JENNY DAMONBoard 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
2023-05-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

Name: duke cancer patient support program cash contribution: 12,000 name: dana farber cash contribution: 18,000 name: osu cash contribution: 11,100

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 3,818 office 2,461 information technology 1,382 total 7,661

Form 990-ez, Part II, Line 26

Grants payable 5,233 2,218

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

Roots & wings supported the metastatic breast cancer (mbc) community with 100 complimentary acupuncture & oncology massage appointments at rush cancer center in chicago, il. The program was called "we see you. We honor you." it commenced on october 1, 2020 in honor of breast cancer awareness month. The complimentary appointments will be available at rush until they have been completed. 50% of our appointments were delayed due to covid at the end of 2020 and resumed in 2021. Roots & wings created postcard-sized invitations for oncologists to "invite" rush mbc patients to participate in the complimentary appointments. In october 2021, rush created a video series presenting the evidence-based benefits of exercise and yoga in cancer thanks to roots & wings' financial support. The goal of the 15 videos is to help patients improve their quality of life throughout their cancer journey. Using educational and interactive techniques, patients can be met where they are and when they need the support. Videos will range in length from 10 minutes (informative) to 45 minutes (example classes) and cover several topics: lymphedema, fatigue, stress management, movement & strength. The video series will also include exercise courses such as strength training and yoga. Othe video series can be accessed through rush.edu, social media, and youtube. The media production will be conducted in collaboration with free spirit media, a local organization that trains teens and young adults from chicago's west and south sides in media production. Its mission is to transform media and society by providing opportunities for emerging creators, primarily from communities of color, to produce and distribute original content and pursue artistic, personal, and professional aspirations. Roots & wings has provided funding for the dana-farber cancer institute to create an integrative therapy program specifically geared to mbc patients that includes (1) live-streamed group meditation/mindfulness and nutrition classes and (2) on-demand programming in yoga, exercise, nutrition and creative arts therapy. The sessions are holistic therapies that work to reduce the pain, stress, and anxiety caused by mbc. The sessions aim to offer mbc patients comprehensive care that is both accessible and transformative. Roots & wings supported the metastatic breast cancer (mbc) community with funding to enhance behavioral health offerings available through the duke cancer patient support program. A medical family therapist is a facilitator to provide support to mbc patients and their families through individual and family group therapy and counseling, and peer groups that provide a space to share with others facing similar experiences. Their needs were not being met in the existing group before 2021. The metastatic breast cancer support group started virtually in march 2021 and is now available virtually and in person.

Form 990-ez, Part III, Line 29

Roots & wings supported wildfire, a publication for the young metastatic breast cancer (mbc) community, as underwriters in 2021. Wildfire is a magazine specifically designed for young breast cancer survivors and fighters. Every contributor to the magazine is diagnosed under the age of 45 - a growing population that is decades younger than the average breast cancer fighter with very few age-appropriate resources available. The roots & wings logo, mission statement and website were printed in the magazine that reaches over 17,000 readers.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAYABLE 5,233 2,218
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/ExplanationTxt4ROOTS & WINGS SUPPORTED THE METASTATIC BREAST CANCER (MBC) COMMUNITY WITH 100 COMPLIMENTARY ACUPUNCTURE & ONCOLOGY MASSAGE APPOINTMENTS AT RUSH CANCER CENTER IN CHICAGO, IL. THE PROGRAM WAS CALLED "WE SEE YOU. WE HONOR YOU." IT COMMENCED ON OCTOBER 1, 2020 IN HONOR OF BREAST CANCER AWARENESS MONTH. THE COMPLIMENTARY APPOINTMENTS WILL BE AVAILABLE AT RUSH UNTIL THEY HAVE BEEN COMPLETED. 50% OF OUR APPOINTMENTS WERE DELAYED DUE TO COVID AT THE END OF 2020 AND RESUMED IN 2021. ROOTS & WINGS CREATED POSTCARD-SIZED INVITATIONS FOR ONCOLOGISTS TO "INVITE" RUSH MBC PATIENTS TO PARTICIPATE IN THE COMPLIMENTARY APPOINTMENTS. IN OCTOBER 2021, RUSH CREATED A VIDEO SERIES PRESENTING THE EVIDENCE-BASED BENEFITS OF EXERCISE AND YOGA IN CANCER THANKS TO ROOTS & WINGS' FINANCIAL SUPPORT. THE GOAL OF THE 15 VIDEOS IS TO HELP PATIENTS IMPROVE THEIR QUALITY OF LIFE THROUGHOUT THEIR CANCER JOURNEY. USING EDUCATIONAL AND INTERACTIVE TECHNIQUES, PATIENTS CAN BE MET WHERE THEY ARE AND WHEN THEY NEED THE SUPPORT. VIDEOS WILL RANGE IN LENGTH FROM 10 MINUTES (INFORMATIVE) TO 45 MINUTES (EXAMPLE CLASSES) AND COVER SEVERAL TOPICS: LYMPHEDEMA, FATIGUE, STRESS MANAGEMENT, MOVEMENT & STRENGTH. THE VIDEO SERIES WILL ALSO INCLUDE EXERCISE COURSES SUCH AS STRENGTH TRAINING AND YOGA. OTHE VIDEO SERIES CAN BE ACCESSED THROUGH RUSH.EDU, SOCIAL MEDIA, AND YOUTUBE. THE MEDIA PRODUCTION WILL BE CONDUCTED IN COLLABORATION WITH FREE SPIRIT MEDIA, A LOCAL ORGANIZATION THAT TRAINS TEENS AND YOUNG ADULTS FROM CHICAGO'S WEST AND SOUTH SIDES IN MEDIA PRODUCTION. ITS MISSION IS TO TRANSFORM MEDIA AND SOCIETY BY PROVIDING OPPORTUNITIES FOR EMERGING CREATORS, PRIMARILY FROM COMMUNITIES OF COLOR, TO PRODUCE AND DISTRIBUTE ORIGINAL CONTENT AND PURSUE ARTISTIC, PERSONAL, AND PROFESSIONAL ASPIRATIONS. ROOTS & WINGS HAS PROVIDED FUNDING FOR THE DANA-FARBER CANCER INSTITUTE TO CREATE AN INTEGRATIVE THERAPY PROGRAM SPECIFICALLY GEARED TO MBC PATIENTS THAT INCLUDES (1) LIVE-STREAMED GROUP MEDITATION/MINDFULNESS AND NUTRITION CLASSES AND (2) ON-DEMAND PROGRAMMING IN YOGA, EXERCISE, NUTRITION AND CREATIVE ARTS THERAPY. THE SESSIONS ARE HOLISTIC THERAPIES THAT WORK TO REDUCE THE PAIN, STRESS, AND ANXIETY CAUSED BY MBC. THE SESSIONS AIM TO OFFER MBC PATIENTS COMPREHENSIVE CARE THAT IS BOTH ACCESSIBLE AND TRANSFORMATIVE. ROOTS & WINGS SUPPORTED THE METASTATIC BREAST CANCER (MBC) COMMUNITY WITH FUNDING TO ENHANCE BEHAVIORAL HEALTH OFFERINGS AVAILABLE THROUGH THE DUKE CANCER PATIENT SUPPORT PROGRAM. A MEDICAL FAMILY THERAPIST IS A FACILITATOR TO PROVIDE SUPPORT TO MBC PATIENTS AND THEIR FAMILIES THROUGH INDIVIDUAL AND FAMILY GROUP THERAPY AND COUNSELING, AND PEER GROUPS THAT PROVIDE A SPACE TO SHARE WITH OTHERS FACING SIMILAR EXPERIENCES. THEIR NEEDS WERE NOT BEING MET IN THE EXISTING GROUP BEFORE 2021. THE METASTATIC BREAST CANCER SUPPORT GROUP STARTED VIRTUALLY IN MARCH 2021 AND IS NOW AVAILABLE VIRTUALLY AND IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROOTS & WINGS SUPPORTED WILDFIRE, A PUBLICATION FOR THE YOUNG METASTATIC BREAST CANCER (MBC) COMMUNITY, AS UNDERWRITERS IN 2021. WILDFIRE IS A MAGAZINE SPECIFICALLY DESIGNED FOR YOUNG BREAST CANCER SURVIVORS AND FIGHTERS. EVERY CONTRIBUTOR TO THE MAGAZINE IS DIAGNOSED UNDER THE AGE OF 45 - A GROWING POPULATION THAT IS DECADES YOUNGER THAN THE AVERAGE BREAST CANCER FIGHTER WITH VERY FEW AGE-APPROPRIATE RESOURCES AVAILABLE. THE ROOTS & WINGS LOGO, MISSION STATEMENT AND WEBSITE WERE PRINTED IN THE MAGAZINE THAT REACHES OVER 17,000 READERS.
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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