Newroot Learning Institute FY2023 filing

Tax-deductible

Chicago, IL501(c)(3)EducationEIN 36-4263664

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Newroot is a national social impact organization whose work focuses on adult capacity building as the primary vehicle for creating safe, inclusive, and restorative spaces. By investing in sustainable and wellness-rooted adult Learning, practices, and mindsets, they equip a community of adults who are prepared to DO the ongoing work required to dismantle and rebuild a safe, equitable and just society. Newroot provides young people with the knowledge, skills and tools essential to thrive after high school.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$513K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $15K a year · under 1% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$513K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $428K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$569K
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.6M
-3% vs prior year
Spent
$2.7M
To programs
78%
Net assets
$2.0M
By yearFY2022–FY2025
Revenue
$2.6M
FY2023▼ -3%
Revenue by fiscal year
FY2022$2.7M
FY2023$2.6M
FY2024$2.6M
FY2025$2.3M
Expenses
$2.7M
FY2023▲ +10%
Expenses by fiscal year
FY2022$2.5M
FY2023$2.7M
FY2024$2.5M
FY2025$2.6M
Net assets
$2.0M
FY2023▼ -4%
Net assets by fiscal year
FY2022$2.1M
FY2023$2.0M
FY2024$2.1M
FY2025$1.7M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $2.2M Management & general 11% · $301K Fundraising 11% · $292K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $513K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Chief Executive Officer
$179,729Pt VII · Sec A
Chief People and Operations
$112,670Pt VII · Sec A
Chief Partnership Development
$110,648Pt VII · Sec A
Chief Program and Impact
$110,079Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jackie Lemon Exited 102024’s $193K as Former Chief Executive Officer is at the 81st percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Jackie Lemon—$200,255$179,729—
Jackie Lemon Exited 102024$193,362———
Kara Allen Soldati———$181,728
Jacare Thomas———$130,351
Kristin C Moore$121,047$116,505$110,079—
Elizabeth Frost Kesner$118,534$115,435$112,670—
Rosa Zamora$117,790$113,758$110,648—
Angela Cobb Started 102024$38,500———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Newroot Learning Institute executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds adult capacity to create safe, inclusive, and just societies, equipping young people to thrive.

Provided by the organization

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3 program services account for $2.2M of program spending, described in the organization's own filed words · FY2022.
01

Newroot provides professional development training sessions forparticipants throughout chicagoland and beyond. As a premier socialemotional learning and restorative justice provider in chicago and oneof the only organizations with a significant breadth and depth ofknowledge and experience in these areas, from student programming to adult…

$1.0Mprogram expense
02

Newroot's restorative justice model creates the conditions for both students and adults to successfully reach their academic goals by reducing violence, restoring conflicts and reducing suspensions and disciplinary infractions.

$689Kprogram expense
03

Newroot's social emotional learning programming provides curricula, interventions, and training that enable schools to create and sustain nurturing environments that lead to improved social well-being outcomes, academic outcomes, and reduced suspensions and disciplinary infractions.

$459Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 9 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.6M
Ln 12
Fees for servicesLn 2g$1.4M
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$13K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.2M
Managementcol C$301K
Fundraisingcol D$292K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$2.5M
LiabilitiesLn 26$569K
PeoplePt VI, VII
12
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$295K
Noncash giftsLn 1g$2K
Fundraising eventsLn 1c$59K
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$13K
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
CashLn 1$646K
SavingsLn 2$601K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$92K
Land, buildings, equipmentLn 10c$16K
Other assetsLn 15$278K
Total assetsLn 16$2.5M
LiabilitiesLn 26$569K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 529
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$1.2M$1.2M
InvestmentsLn 11–13$80K$92K
Land, buildings, equipmentLn 10c$13K$16K
Total assetsLn 16$2.4M$2.5M
LiabilitiesLn 26$349K$569K
Net assetsLn 32$2.1M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$180K$139K$19K$22K
Other salaries and wagesLn 7$1.6M$1.2M$173K$193K
Other employee benefitsLn 9$167K$121K$35K$12K
Payroll taxesLn 10$141K$108K$16K$17K
Accounting feesLn 11c$138K$114K$12K$13K
Other fees for servicesLn 11g$261K$230K$15K$15K
Advertising and promotionLn 12$3K$2K$140$148
Office expensesLn 13$44K$26K$15K$3K
OccupancyLn 16$98K$81K$9K$9K
TravelLn 17$20K$18K$967$1K
Conferences, conventions and meetingsLn 19$27K$23K$2K$2K
InterestLn 20$6K$5K$558$588
Depreciation, depletion and amortizationLn 22$10K$8K$856$901
InsuranceLn 23$22K$18K$2K$2K
Other expenses (24a–d)Ln 24$27K$23K$2K$2K
Total functional expensesLn 25$2.7M$2.2M$301K$292K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.3M$2.6M−$319K$1.7M 990 PDF
FY2024 $2.6M$2.5M$127K$2.1M 990 PDF
FY2023 Viewing $2.6M$2.7M−$100K$2.0M 990 PDF
FY2022 $2.7M$2.5M$234K$2.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $2,644,103 across 10 lines filed
VIII-1c Fundraising events$59,148
VIII-1e Government grants$294,956
VIII-1f All other contributions, gifts and grants$908,003
VIII-1g Noncash contributions (included above)$2,500
VIII-1h Total contributions, gifts and grants$1,262,107
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,371,726$1,371,726
VIII-3 Investment incomeExcluded from tax $13,381$13,381
VIII-8 Net income from fundraising eventsExcluded from tax −$3,815−$3,815
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $704$704
VIII-12 Total revenueRelated to mission $1,372,430 · Unrelated business $0 · Excluded from tax $9,566$2,644,103
Part IX · Statement of functional expenses $2,743,654 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $138,571 · Management $19,433 · Fundraising $21,725$179,729
IX-7 Other salaries and wagesPrograms $1,233,565 · Management $172,996 · Fundraising $193,392$1,599,953
IX-9 Other employee benefitsPrograms $120,577 · Management $34,798 · Fundraising $11,675$167,050
IX-10 Payroll taxesPrograms $108,228 · Management $15,707 · Fundraising $17,015$140,950
IX-11c Accounting feesPrograms $113,680 · Management $11,955 · Fundraising $12,605$138,240
IX-11g Other fees for servicesPrograms $230,484 · Management $14,612 · Fundraising $15,406$260,502
IX-12 Advertising and promotionPrograms $2,266 · Management $140 · Fundraising $148$2,554
IX-13 Office expensesPrograms $26,371 · Management $15,102 · Fundraising $2,626$44,099
IX-16 OccupancyPrograms $80,941 · Management $8,512 · Fundraising $8,975$98,428
IX-17 TravelPrograms $17,962 · Management $967 · Fundraising $1,102$20,031
IX-19 Conferences, conventions and meetingsPrograms $23,242 · Management $1,738 · Fundraising $1,831$26,811
IX-20 InterestPrograms $5,306 · Management $558 · Fundraising $588$6,452
IX-22 Depreciation, depletion and amortizationPrograms $8,129 · Management $856 · Fundraising $901$9,886
IX-23 InsurancePrograms $18,439 · Management $1,939 · Fundraising $2,045$22,423
IX-24 Other expenses (24a–d)Programs $22,836 · Management $1,806 · Fundraising $1,904$26,546
IX-25 Total functional expensesPrograms $2,150,597 · Management $301,119 · Fundraising $291,938$2,743,654
Part X · Balance sheet $2,547,701 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $602,978$645,845
X-2 Savings and temporary cash investmentsStart of year $634,143$601,331
X-3 Pledges and grants receivableStart of year $1,042,227$868,203
X-9 Prepaid expenses and deferred chargesStart of year $41,890$46,514
X-10c Land, buildings and equipment, netStart of year $13,287$15,627
X-11 Publicly traded securitiesStart of year $80,301$92,432
X-15 Other assetsStart of year $0$277,749
X-16 Total assetsStart of year $2,414,826$2,547,701
X-17 Accounts payable and accrued expensesStart of year $179,119$108,647
X-19 Deferred revenueStart of year $20,000$0
X-24 Unsecured notes and loans payableStart of year $150,000$150,000
X-25 Other liabilitiesStart of year $0$310,766
X-26 Total liabilitiesStart of year $349,119$569,413
X-27 Net assets without donor restrictionsStart of year $1,622,612$1,569,360
X-28 Net assets with donor restrictionsStart of year $443,095$408,928
X-32 Total net assets or fund balancesStart of year $2,065,707$1,978,288
X-33 Total liabilities and net assetsStart of year $2,414,826$2,547,701
Part XI · Reconciliation of net assets $1,978,288 net assets at year end
XI-1 Total revenue$2,644,103
XI-2 Total expenses$2,743,654
XI-3 Revenue less expenses−$99,551
XI-4 Net assets at start of year$2,065,707
XI-5 Net unrealized gains (losses) on investments$12,132
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,978,288

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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