Civic Intelligence

Roots of Progress

990 • Fiscal year 2021 • EIN 86-3502300

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

9450 SW Gemini Dr Pmb 74328Beaverton, OR 97008

(650) 781-6281

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$116,667

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$386,782

No earlier filing loaded for comparison.

Net Assets

$386,782

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$555,489

No earlier filing loaded for comparison.

Expenses

$168,707

No earlier filing loaded for comparison.

Net Income

$386,782

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.

$1.5M$1.0M$500K$0Assets 2021: $386,782Liabilities 2021: $0Net Assets 2021: $386,7822021Assets 2022: $602,605Liabilities 2022: $1,559Net Assets 2022: $601,0462022Assets 2023: $258,483Liabilities 2023: $5,881Net Assets 2023: $252,6022023Assets 2024: $1,249,923Liabilities 2024: $21,096Net Assets 2024: $1,228,8272024

Highlighted filing

2021

Assets$386,782
Liabilities$0
Net Assets$386,782

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2021: $555,489Expenses 2021: $168,707Net Income 2021: $386,7822021Revenue 2022: $504,709Expenses 2022: $290,445Net Income 2022: $214,2642022Revenue 2023: $292,659Expenses 2023: $641,103Net Income 2023: -$348,4442023Revenue 2024: $1,908,185Expenses 2024: $957,960Net Income 2024: $950,2252024

Highlighted filing

2021

Revenue$555,489
Expenses$168,707
Net Income$386,782
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$555,489
Mission and Program Overview

Mission

Our mission is to define and communicate a new philosophy of progress for the twenty-first century. We study the nature, value, and causes of progress, and prescribe ways that humanity can accelerate and steer it.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$386,782-
Total Assets$0$386,782▲ $386,782
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$386,782-
Total Net Assets Fund Balance$0$386,782▲ $386,782
Total Liabilities and Net Assets / Fund Balance$0$386,782▲ $386,782
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jason CrawfordPresidentFT$116,667$116,667

Board Members and Trustees

NameTitle
Ray GirnSecretary
Anil VaranasiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$555,489
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$555,489
Change in Net Assets
$386,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$125,592
Other Expenses$43,115
Total Fundraising Expense$23,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$81,667$17,500$17,500$116,667
Fees for Services Other$22,046$12,460$3,009$37,515
Payroll Taxes$6,247$1,339$1,339$8,925
Conferences and Meetings$1,636-$1,469$3,105
Fees for Services Legal-$1,299-$1,299
Advertising-$166$28$194
Travel$141--$141
Other Expenses$13$136-$136
Total Functional Expenses$112,149$33,213$23,345$168,707
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

The 990 will be reviewed by the president and the outside accountant prior to submission to the irs.

Form 990, Page 6, Part VI, Line 12C

Directors are required to review the conflict of interest policy and disclose any conflicts on an annual basis.

Form 990, Page 6, Part VI, Line 15A

1. A compensation committee is identified. If the executive in question is a member of the board, then the committee consists of the other members of the board, excluding the executive in question. Otherwise, the committee consists of the entire board. 2. Comparative research is performed. This includes salary surveys of comparable roles from other nonprofits, individual data points we can acquire about compensation in similar roles at other organizations, and information about alternative roles that might compete for the executive in question. 3. The compensation committee takes this information into account in order to determine appropriate compensation for the executive. The discussion is held at a regular or special board meeting. If the executive in question is on the board, they recuse themselves from the discussion. 4. The final decision is made in a board meeting or by unanimous written consent of the committee.

Form 990, Page 6, Part VI, Line 15B

Same process as for the ceo.

Form 990, Page 6, Part VI, Line 19

The organization does not make its governing documents or conflict of interest policy available to the public. Form 990 and the exemption application are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Roots of Progress
EIN
86-3502300
Address
9450 SW GEMINI DR PMB 74328, BEAVERTON, OR 97008

Signing Officer

Name
Jason Crawford
Title
President
Phone
6507816281
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Crawford
Formed
2021
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
2

Preparer

Firm
Uhy Advisors Mi Inc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Rhonda L Newman
Phone
2693817600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The roots of progress is a recently established non profit organization in the state of oregon. Our mission is to provide research and education on the history and nature of human progress. 'progress' is that which allows people to live better lives: anything that increases health, happiness, wealth, freedom, knowledge, peace, and the choices and opportunities open to each individual. Our mission is to define and communicate a new philosophy of progress for the twenty-first century. We study the nature, value, and causes of progress, and prescribe ways that humanity can accelerate and steer it. We will allocate 100% of our time towards our activities; which are the following: research: essays on the history of technology and industry, and on the nature of scientific, technological, industrial, economic, and social progress. Most of the results of this research will be made freely available to the public on our website. Writing: sponsoring writers to create books and magazine/journal articles on the same topics. Speaking: providing speakers to podcasts, conferences, and radio/tv programs on the same topics media: producing podcasts and videos on the same topics. Curriculum: developing curriculum for k-12 and university programs to teach the history and nature of progress, and helping schools to do the same. Software: interactive diagrams, data visualizations, and tutorials on the same topics. Forum: hosting and moderating a public forum for discussion and commentary on these topics. Encyclopedia: integrating the above (writing, audio/video content, and interactive software) into an online encyclopedia of progress, organized by topic. Our programs are managed by our board members and volunteers.

Form 990, Page 2, Part III, Line 4A

Writing and speaking on progress. Our founder and president writes and speaks on the history and philosophy of progress. Most of his writing is published for free on our website (rootsofprogress.org). From our founding in may 2021 through december 2021, 14 essays were published, 12 of them on our blog and two in other publications, including the mit technology review. He speaks in many different venues. From may-december 2021, he did 12 interviews for podcasts and blogs, and 2 interviews for newspapers and magazines, including vox. He also collaborated on a video about the wright brothers that has received over 40,000 views. In addition, he gave a talk at the university of texas at austin about the history and potential of nuclear power. Finally, he gave a monthly series of talks beginning in may 2021, following the outline of his forthcoming book, the story of industrial civilization. Conferences and other events. The organization occasionally hosts or co- hosts conferences, workshops, and other events on the theme of progress. In 2021, the organization co-hosted a one-day event in san francisco called the progress studies strategy summit, consisting mostly of short talks about social movements in general and the progress movement in particular. About 50 people attended. Community building. The organization supports the growth and development of the progress community, both online and offline. In 2021, the organization hosted community meetups in austin in november and in san diego in december. It also began work on an online forum for discussion about progress, which would be launched in early 2022 as the progress forum (progressforum.org).

Form 990, Part IX, Line 11G

Consultants 22,046 12,036 3,009 payroll processing fees 0 424 0 total 22,046 12,460 3,009

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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/ExplanationTxt0THE ROOTS OF PROGRESS IS A RECENTLY ESTABLISHED NON PROFIT ORGANIZATION IN THE STATE OF OREGON. OUR MISSION IS TO PROVIDE RESEARCH AND EDUCATION ON THE HISTORY AND NATURE OF HUMAN PROGRESS. 'PROGRESS' IS THAT WHICH ALLOWS PEOPLE TO LIVE BETTER LIVES: ANYTHING THAT INCREASES HEALTH, HAPPINESS, WEALTH, FREEDOM, KNOWLEDGE, PEACE, AND THE CHOICES AND OPPORTUNITIES OPEN TO EACH INDIVIDUAL. OUR MISSION IS TO DEFINE AND COMMUNICATE A NEW PHILOSOPHY OF PROGRESS FOR THE TWENTY-FIRST CENTURY. WE STUDY THE NATURE, VALUE, AND CAUSES OF PROGRESS, AND PRESCRIBE WAYS THAT HUMANITY CAN ACCELERATE AND STEER IT. WE WILL ALLOCATE 100% OF OUR TIME TOWARDS OUR ACTIVITIES; WHICH ARE THE FOLLOWING: RESEARCH: ESSAYS ON THE HISTORY OF TECHNOLOGY AND INDUSTRY, AND ON THE NATURE OF SCIENTIFIC, TECHNOLOGICAL, INDUSTRIAL, ECONOMIC, AND SOCIAL PROGRESS. MOST OF THE RESULTS OF THIS RESEARCH WILL BE MADE FREELY AVAILABLE TO THE PUBLIC ON OUR WEBSITE. WRITING: SPONSORING WRITERS TO CREATE BOOKS AND MAGAZINE/JOURNAL ARTICLES ON THE SAME TOPICS. SPEAKING: PROVIDING SPEAKERS TO PODCASTS, CONFERENCES, AND RADIO/TV PROGRAMS ON THE SAME TOPICS MEDIA: PRODUCING PODCASTS AND VIDEOS ON THE SAME TOPICS. CURRICULUM: DEVELOPING CURRICULUM FOR K-12 AND UNIVERSITY PROGRAMS TO TEACH THE HISTORY AND NATURE OF PROGRESS, AND HELPING SCHOOLS TO DO THE SAME. SOFTWARE: INTERACTIVE DIAGRAMS, DATA VISUALIZATIONS, AND TUTORIALS ON THE SAME TOPICS. FORUM: HOSTING AND MODERATING A PUBLIC FORUM FOR DISCUSSION AND COMMENTARY ON THESE TOPICS. ENCYCLOPEDIA: INTEGRATING THE ABOVE (WRITING, AUDIO/VIDEO CONTENT, AND INTERACTIVE SOFTWARE) INTO AN ONLINE ENCYCLOPEDIA OF PROGRESS, ORGANIZED BY TOPIC. OUR PROGRAMS ARE MANAGED BY OUR BOARD MEMBERS AND VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WRITING AND SPEAKING ON PROGRESS. OUR FOUNDER AND PRESIDENT WRITES AND SPEAKS ON THE HISTORY AND PHILOSOPHY OF PROGRESS. MOST OF HIS WRITING IS PUBLISHED FOR FREE ON OUR WEBSITE (ROOTSOFPROGRESS.ORG). FROM OUR FOUNDING IN MAY 2021 THROUGH DECEMBER 2021, 14 ESSAYS WERE PUBLISHED, 12 OF THEM ON OUR BLOG AND TWO IN OTHER PUBLICATIONS, INCLUDING THE MIT TECHNOLOGY REVIEW. HE SPEAKS IN MANY DIFFERENT VENUES. FROM MAY-DECEMBER 2021, HE DID 12 INTERVIEWS FOR PODCASTS AND BLOGS, AND 2 INTERVIEWS FOR NEWSPAPERS AND MAGAZINES, INCLUDING VOX. HE ALSO COLLABORATED ON A VIDEO ABOUT THE WRIGHT BROTHERS THAT HAS RECEIVED OVER 40,000 VIEWS. IN ADDITION, HE GAVE A TALK AT THE UNIVERSITY OF TEXAS AT AUSTIN ABOUT THE HISTORY AND POTENTIAL OF NUCLEAR POWER. FINALLY, HE GAVE A MONTHLY SERIES OF TALKS BEGINNING IN MAY 2021, FOLLOWING THE OUTLINE OF HIS FORTHCOMING BOOK, THE STORY OF INDUSTRIAL CIVILIZATION. CONFERENCES AND OTHER EVENTS. THE ORGANIZATION OCCASIONALLY HOSTS OR CO- HOSTS CONFERENCES, WORKSHOPS, AND OTHER EVENTS ON THE THEME OF PROGRESS. IN 2021, THE ORGANIZATION CO-HOSTED A ONE-DAY EVENT IN SAN FRANCISCO CALLED THE PROGRESS STUDIES STRATEGY SUMMIT, CONSISTING MOSTLY OF SHORT TALKS ABOUT SOCIAL MOVEMENTS IN GENERAL AND THE PROGRESS MOVEMENT IN PARTICULAR. ABOUT 50 PEOPLE ATTENDED. COMMUNITY BUILDING. THE ORGANIZATION SUPPORTS THE GROWTH AND DEVELOPMENT OF THE PROGRESS COMMUNITY, BOTH ONLINE AND OFFLINE. IN 2021, THE ORGANIZATION HOSTED COMMUNITY MEETUPS IN AUSTIN IN NOVEMBER AND IN SAN DIEGO IN DECEMBER. IT ALSO BEGAN WORK ON AN ONLINE FORUM FOR DISCUSSION ABOUT PROGRESS, WHICH WOULD BE LAUNCHED IN EARLY 2022 AS THE PROGRESS FORUM (PROGRESSFORUM.ORG).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE REVIEWED BY THE PRESIDENT AND THE OUTSIDE ACCOUNTANT PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41. A COMPENSATION COMMITTEE IS IDENTIFIED. IF THE EXECUTIVE IN QUESTION IS A MEMBER OF THE BOARD, THEN THE COMMITTEE CONSISTS OF THE OTHER MEMBERS OF THE BOARD, EXCLUDING THE EXECUTIVE IN QUESTION. OTHERWISE, THE COMMITTEE CONSISTS OF THE ENTIRE BOARD. 2. COMPARATIVE RESEARCH IS PERFORMED. THIS INCLUDES SALARY SURVEYS OF COMPARABLE ROLES FROM OTHER NONPROFITS, INDIVIDUAL DATA POINTS WE CAN ACQUIRE ABOUT COMPENSATION IN SIMILAR ROLES AT OTHER ORGANIZATIONS, AND INFORMATION ABOUT ALTERNATIVE ROLES THAT MIGHT COMPETE FOR THE EXECUTIVE IN QUESTION. 3. THE COMPENSATION COMMITTEE TAKES THIS INFORMATION INTO ACCOUNT IN ORDER TO DETERMINE APPROPRIATE COMPENSATION FOR THE EXECUTIVE. THE DISCUSSION IS HELD AT A REGULAR OR SPECIAL BOARD MEETING. IF THE EXECUTIVE IN QUESTION IS ON THE BOARD, THEY RECUSE THEMSELVES FROM THE DISCUSSION. 4. THE FINAL DECISION IS MADE IN A BOARD MEETING OR BY UNANIMOUS WRITTEN CONSENT OF THE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SAME PROCESS AS FOR THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990 AND THE EXEMPTION APPLICATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONSULTANTS 22,046 12,036 3,009 PAYROLL PROCESSING FEES 0 424 0 TOTAL 22,046 12,460 3,009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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