Civic Intelligence

Roote Foundation

990 • Fiscal year 2022 • EIN 87-1792423

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 14, 2023

Organization Profilewww.roote.co

View Organization Page

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

(844) 766-8367

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

75th percentile

$65,785

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

95th percentile

156%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

492%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$363,197

Up $221,086 (+156%) from 2021

Net Assets

Up

$363,197

Up $221,086 (+156%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin84th percentile

Revenue

Up

$889,295

Up $739,078 (+492%) from 2021

Expenses

Up

$563,098

Up $554,992 (+6847%) from 2021

Net Income

Up

$326,197

Up $184,086 (+130%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2022

Assets$363,197
Liabilities$0
Net Assets$363,197
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$889,295
Expenses$563,098
Net Income$326,197
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 14, 2023
Return Version
2022v5.0
Gross Receipts
$889,295
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$142,106$336,465▲ $194,359
Investments in Publicly Traded Securities-$26,732-
Savings and Temporary Cash Investments$5--
Total Assets$142,111$363,197▲ $221,086
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$142,111$363,197▲ $221,086
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$142,111$363,197▲ $221,086
Total Liabilities and Net Assets / Fund Balance$142,111$363,197▲ $221,086
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhys LindmarkCEOFT$61,469$4,316$65,785

Board Members and Trustees

NameTitle
Taylor WantBoard Member
Stephanie BacharSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$877,197
Program Service Revenue
$4,245
Investment Income
$7,853
Other Revenue
$0
All Other Contributions
$877,197
Change in Net Assets
$326,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$314,757
Other Expenses$230,030
Total Fundraising Expense$22,321
Grants and Similar Amounts Paid$18,311
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,962$80,709$16,168$221,839
Fees for Services Other$164,539$5,882-$170,421
Current Officers, Directors, Trustees, and Key Employees$34,625$22,363$4,480$61,468
Payroll Taxes$12,230$9,028$1,673$22,931
Grants to Domestic Individuals$13,311--$13,311
Insurance-$13,311-$13,311
Travel$5,563$2,648-$8,211
Pension Plan Contributions-$8,125-$8,125
Occupancy$7,027--$7,027
Fees for Services Accounting-$5,200-$5,200
Grants to Domestic Orgs$5,000--$5,000
Advertising$750$3,083-$3,833
Office Expenses$974$2,354-$3,328
Fees for Services Legal-$2,500-$2,500
Other Expenses$985$18$0$1,003
Other Employee Benefits-$394-$394
Information Technology$285--$285
Total Functional Expenses$374,853$165,924$22,321$563,098
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
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Part VI, Section A, Line 4

“Stephanie bachar replaced brendon wong as treasurer & secretary. Taylor want replaced jasmine wang as board member #2. Board member #3 vanessa slavich passed away and a replacement was found in 2023.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by board prior to submission.”

Form 990, Part VI, Section B, Line 15

“Compensation for rhys lindmark, the executive director, was agreed on by the board after checking comparability data and board discussion. Compensation for all other employees was determined through comparability data and discussion.”

Form 990, Part VI, Section C, Line 19

“THE DOCUMENTS ARE MADE AVAILABLE UPON REASONABLE REQUEST AND ON THE OWN WEBSITE https://www.roote.co/about.”

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
2023-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhys Lindmark
Formed
2021
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
1
Employees
1
Volunteers
1

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, Part IX, Line 11G

“Payroll service fees, contractors-general, marketing consultant.”

Raw XML AppendixShowing 400 of 421 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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IRS990/ProgSrvcAccomActy2Grp/Desc0GENERAL PROGRAM: GENERAL PROGRAM FUNDS WERE PRIMARILY USED TO FUND RHYS LINDMARK AND BRENDON WONG'S TIME IN HELPING START INITIATIVES, HIRE EMPLOYEES, AND GUIDE ROOTE PROJECTS AND THE ROOTE FELLOWSHIP.
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IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION: THE ROOTE FELLOWSHIP IS A 10-WEEK PROGRAM TO GIVE FRONTIER PEOPLE FRAMEWORKS FOR A BETTER FUTURE AND THE AGENCY TO BUILD IT. WE RAN ROOTE FELLOWSHIP #5 OVER THE SUMMER WITH AROUND 15 FELLOWS, WHO WENT ON TO CREATE PROJECTS TO STEWARD THE OPEN KNOWLEDGE COMMONS, SCIENCE COMMUNICATION FOR AI SAFETY, DIVERSITY FOR DAOS, AND MORE.
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0676897
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0881442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0150200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt01031642
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0150217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01035366
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013311
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CELIUM PROJECT SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES FUNDS WITH THE UNDERSTANDING THAT THOSE FUNDS WILL BE USED TO FULFILL THE MISSION OF THE RECEIVING ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEPHANIE BACHAR REPLACED BRENDON WONG AS TREASURER & SECRETARY. TAYLOR WANT REPLACED JASMINE WANG AS BOARD MEMBER #2. BOARD MEMBER #3 VANESSA SLAVICH PASSED AWAY AND A REPLACEMENT WAS FOUND IN 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY BOARD PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR RHYS LINDMARK, THE EXECUTIVE DIRECTOR, WAS AGREED ON BY THE BOARD AFTER CHECKING COMPARABILITY DATA AND BOARD DISCUSSION. COMPENSATION FOR ALL OTHER EMPLOYEES WAS DETERMINED THROUGH COMPARABILITY DATA AND DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE MADE AVAILABLE UPON REASONABLE REQUEST AND ON THE OWN WEBSITE https://www.roote.co/about.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL SERVICE FEES, CONTRACTORS-GENERAL, MARKETING CONSULTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0142111
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165924
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374853
IRS990/TotalFunctionalExpensesGrp/TotalAmt0563098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
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IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotalProgramServiceRevenueAmt04245
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IRS990/TotalRevenueGrp/ExclusionAmt03707
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08391
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0889295
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0142111
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0363197
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02648
IRS990/TravelGrp/ProgramServicesAmt05563
IRS990/TravelGrp/TotalAmt08211
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt077 VAN NESS AVE STE 101-1001
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0941026041
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0https://www.roote.co
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfileUserNameChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RHYS LINDMARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08447668367
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROOT

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,197
Liabilities
$0
Net assets
$363,197
Revenue
$889,295
Expenses
$563,098
Net income
$326,197
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