Civic Intelligence

Free Roots

990EZ • Fiscal year 2025 • EIN 88-1507860

Jun 01, 2024 to Jan 31, 2025 • Filed on Apr 29, 2025

Organization Profile
8185 Avocet DrHelena, MT 59602

(406) 442-4008

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

6th percentile

-89%

Higher net margin than 6% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $41,690 (-100%) from 2024

Net Assets

Down

$0

Down $41,690 (-100%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$10,620

Down $71,937 (-87%) from 2024

Expenses

Down

$20,079

Down $63,263 (-76%) from 2024

Net Income

Down

-$9,459

Down $8,674 (-1105%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$60K$40K$20K$0Assets 2023: $42,775Liabilities 2023: $300Net Assets 2023: $42,4752023Assets 2024: $41,690Net Assets 2024: $41,6902024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2023: $135,700Expenses 2023: $94,052Net Income 2023: $41,6482023Revenue 2024: $82,557Expenses 2024: $83,342Net Income 2024: -$7852024Revenue 2025: $10,620Expenses 2025: $20,079Net Income 2025: -$9,4592025

Highlighted filing

2025

Revenue$10,620
Expenses$20,079
Net Income-$9,459
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to Jan 31, 2025
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$10,620
Mission and Program Overview

Mission

To provide a foundation rooted in innovation, critical thinking, and creativity that fosters personal growth and empowers responsible, engaged citizens in preparation for successful engagement in our rapidly changing world leaving them with a curiousity for lifelong learning inspired by god's unique blueprint tailored for each student.

Program Services

DescriptionGrantsExpenses
EDUCATION OF STUDENT BODY.-$18,552
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY WARHANKPresident And Director Of EdFT$0--
CHLOE MOORMANVice President-$0--
BRITTANY JOHNSONSecretary-$0--
CASEY TUTTLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Free Roots
EIN
88-1507860
In Care Of
% EMILY WARHANK
Phone
4064424008
Address
8185 AVOCET DR, HELENA, MT 59602

Signing Officer

Name
Emily Warhank
Title
DIRECTOR of the school
Phone
4064424008
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ac Free Range CPA
Address
111 N Rodney St Ste 4, Helena, MT 59601
Preparer
Anthony T Cacace
Phone
4069490775
Supplemental Narrative

Additional Explanations

Part I, Line 16

“1) other expenses depreciation comes from form 4562 amount 1440”

990 EZ Page I,line 20

“Organization closed during the june 1, 2024, through may 31, 2025, tax year. As a result, all balances should reflect a zero dollar amount as of year-end.”

Part II, Line 24

“1) description van boy amount 12120 eoy amount 0 2) description other assets boy amount 2533 eoy amount 0”

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY WARHANK
IRS990EZ/BooksInCareOfDetail/PhoneNum04064424008
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08185 AVOCET DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027037
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0982
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9459
IRS990EZ/FiledScheduleAInd01
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt010620
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0960
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt09596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY WARHANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHLOE MOORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CASEY TUTTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR OF ED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014653
IRS990EZ/OtherChangesInNetAssetsAmt0-31271
IRS990EZ/OtherExpensesTotalAmt01440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FOUNDATION ROOTED IN INNOVATION, CRITICAL THINKING, AND CREATIVITY THAT FOSTERS PERSONAL GROWTH AND EMPOWERS RESPONSIBLE, ENGAGED CITIZENS IN PREPARATION FOR SUCCESSFUL ENGAGEMENT IN OUR RAPIDLY CHANGING WORLD LEAVING THEM WITH A CURIOUSITY FOR LIFELONG LEARNING INSPIRED BY GOD'S UNIQUE BLUEPRINT TAILORED FOR EACH STUDENT.
IRS990EZ/PrintingPublicationsPostageAmt0769
IRS990EZ/ProgramServiceRevenueAmt09638
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF STUDENT BODY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018552
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt08274
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt020079
IRS990EZ/TotalProgramServiceExpensesAmt018552
IRS990EZ/TotalRevenueAmt010620
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0HELENA FIELD SCHOOL INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-01-06
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0882751886
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt06000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 1934
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0CLANCY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd059634
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01) OTHER EXPENSES DEPRECIATION COMES FROM FORM 4562 AMOUNT 1440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION CLOSED DURING THE JUNE 1, 2024, THROUGH MAY 31, 2025, TAX YEAR. AS A RESULT, ALL BALANCES SHOULD REFLECT A ZERO DOLLAR AMOUNT AS OF YEAR-END.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21) DESCRIPTION VAN BOY AMOUNT 12120 EOY AMOUNT 0 2) DESCRIPTION OTHER ASSETS BOY AMOUNT 2533 EOY AMOUNT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ PAGE I,LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY WARHANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR of the school
ReturnHeader/BusinessOfficerGrp/PhoneNum04064424008
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREE ROOTS
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0881507860
ReturnHeader/Filer/InCareOfNm0% EMILY WARHANK
ReturnHeader/Filer/PhoneNum04064424008
ReturnHeader/Filer/USAddress/AddressLine1Txt08185 AVOCET DR
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873541338
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AC FREE RANGE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 N Rodney St Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04069490775
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY T CACACE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-29T11:40:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$10,620
Expenses
$20,079
Net income
-$9,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.11$0.20$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$0.83$0.83$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.42$1.36$0.94$0.42