Civic Intelligence

Roote Foundation

EIN 87-1792423 • 501(c)3 • San Francisco, CA

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Profile

Our mission is to co-create the wisdom age. We're accelerating the personal and collective transformation necessary for humanity's transition to the wisdom age-a world of networked abundance with people who have holistic understanding and ethics.

77 Van Ness Ave Ste 101-1001San Francisco, CA 94102-6041

www.roote.co

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1462%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$106,388

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 1168.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-40%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$202,310

Down $132,710 (-40%) from 2023

Liabilities

Up

$520

Up $450 (+643%) from 2023

Net Assets

Down

$201,790

Down $133,160 (-40%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin3rd percentile

Revenue

Down

$9,105

Down $10,238 (-53%) from 2023

Expenses

Down

$142,265

Down $2,828 (-1.9%) from 2023

Net Income

Down

-$133,160

Down $7,410 (-5.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $142,111Liabilities 2021: $0Net Assets 2021: $142,1112021Assets 2022: $363,197Liabilities 2022: $0Net Assets 2022: $363,1972022Assets 2023: $335,020Liabilities 2023: $70Net Assets 2023: $334,9502023Assets 2024: $202,310Liabilities 2024: $520Net Assets 2024: $201,7902024

Highlighted filing

2024

Assets$202,310
Liabilities$520
Net Assets$201,790
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2021: $150,217Expenses 2021: $8,106Net Income 2021: $142,1112021Revenue 2022: $889,295Expenses 2022: $563,098Net Income 2022: $326,1972022Revenue 2023: $19,343Expenses 2023: $145,093Net Income 2023: -$125,7502023Revenue 2024: $9,105Expenses 2024: $142,265Net Income 2024: -$133,1602024

Highlighted filing

2024

Revenue$9,105
Expenses$142,265
Net Income-$133,160
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,310
Liabilities
$520
Net assets
$201,790
Revenue
$9,105
Expenses
$142,265
Net income
-$133,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.01$2.02$0.09$1.42$1.33
2023Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.19$1.45$1.26
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$8.89$5.63$3.26
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.50$0.08$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.0
Gross Receipts
$9,105
Mission and Program Overview

Mission

Our mission is to co-create the wisdom age. We're accelerating the personal and collective transformation necessary for humanity's transition to the wisdom age-a world of networked abundance with people who have holistic understanding and ethics.

To create a more equitable and sustainable future by furthering the education and implementation of long-term systemic solutions to humanity's biggest challenges.

Program Services

DescriptionGrantsExpenses
EDUCATION: THERE ARE TWO PARTS OF OUR EDUCATION PROGRAM. FIRST, WE RUN THE ROOTE FELLOWSHIP, A 10-WEEK ONLINE SCHOOL TO HELP YOUNG PEOPLE LIVE UP TO THEIR POTENTIAL. IN 2024, WE RAN ONE COHORT: RF8 FROM OCT-DEC WITH 80 FELLOWS. SEE IMPACTS OF THE FELLOWSHIP HERE: HTTPS://WWW.ROOTE.CO/FELLOWSHIP. SECOND, WE ARE CREATING EDUCATIONAL CONTENT TO HELP HUMANITY NAVIGATE THIS CENTURY. IN 2024, WE COMPLETED 3 LONG-FORM BLOG POSTS AND EXTENSIVE RESEARCH FOR AN AI COMIC BOOK & LONG-FORM YOUTUBE SERIES WHICH WE PLAN TO RELEASE IN 2025.$100$113,974
GENERAL PROGRAM: THESE FUNDS HELP RUN ROOTE'S ADMINISTRATIVE OPERATIONS LIKE ACCOUNTING AND LEGAL WORK.$0$3,126
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RHYS LINDMARKExecutive DirectorFT$99,992$6,396$106,388
STEPHANIE BACHARSecretary & Treasurer-$0--
TAYLOR WANTBoard Member-$0--
SOPHIA ROMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Roote Foundation
EIN
87-1792423
Phone
8447668367
Address
77 VAN NESS AVE STE 101-1001, SAN FRANCISCO, CA 94102-6041

Signing Officer

Name
Rhys Lindmark
Title
Executive Director
Phone
8447668367
Signed
2025-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^OFFICE EXPENSES;8645|TRAVEL AND MEETING EXPENSES;783|INSURANCE;767^Total;10195^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^INVESTMENTS;192137^Total;192137^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^ACCOUNTS PAYABLE AND ACCRUED EXPENSES;520^Total;520^”

Raw XML Appendix177 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08447668367
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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