Rooted WI INC FY2020 filing

Tax-deductible

Madison, WI501(c)(3)EnvironmentEIN 39-1854762

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Collaborations Rooted in food, land, and learning.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$57K 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

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $64K a year · 4% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$57K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
31 mo
of spending, in cash
Looks good: 31.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $22K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$241K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
Spent
$1.5M
To programs
81%
Net assets
$4.1M
By yearFY2020–FY2024
Revenue
$2.7M
FY2020
Revenue by fiscal year
FY2020$2.7M
FY2021$971K
FY2022$1.3M
FY2023$1.3M
FY2024$1.0M
Expenses
$1.5M
FY2020
Expenses by fiscal year
FY2020$1.5M
FY2021$1.5M
FY2022$1.6M
FY2023$1.6M
FY2024$1.4M
Net assets
$4.1M
FY2020
Net assets by fiscal year
FY2020$4.1M
FY2021$3.6M
FY2022$3.2M
FY2023$2.9M
FY2024$2.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1996.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $1.2M Management & general 15% · $214K Fundraising 4% · $64K

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

7 people listed on the 990; $57K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$57,127Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Virginia Hughes’s $75K as Co-Executive Director is at the 10th percentile of top reported officer pay among 1851 $1–10M environment 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Marcia Caton Campbell—$103,849$100,825$97,885$57,127
Virginia Hughes$74,694————
Hedi Rudd$71,878————

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 Rooted WI INC 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

Connects people through food, land stewardship, and educational programs.

Provided by the organization

This section is blank until Rooted WI INC claims this page.

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3 program services account for $797K of program spending, described in the organization's own filed words · FY2020.
01

In 2020, rooted wi, inc. Continued its administrative services role for resilience research center, inc. (RRC), the 501(c)(3) nonprofit organization that constructed the badger rock center in madison, wisconsin, in 2012.

$291Kprogram expense
02

Farm to school-formed around the farm to early care and education (ece) program. Farm to ece is a natural extension of farm to school that offers increased access to healthy, local foods, gardening opportunities, and food-based activities to enhance the educational experience in all types of ece settings (E.G.

$263Kprogram expense
03

Farm-program includes beginning farmer training, community supported agriculture, farm stand, and selling wholesale field crops, cut herbs, and sprouts to a small number of local grocery stores.

$244Kprogram 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 · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$22K
Grants paid · 3 grants · $189K · 2020–2020
Resilience Research Center INCWI · FY2020$153,900
Center for Community Land Trust WisconsinWI · FY2020$20,401

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.7M
Ln 12
Gifts and grantsLn 1h$2.4M
Fees for servicesLn 2g$215K
Investment incomeLn 3$43K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.2M
Managementcol C$214K
Fundraisingcol D$64K
Owns and owesPt X
$4.1M
net assets · Ln 32
Cash and savingsLn 1–2$3.8M
Total assetsLn 16$4.3M
LiabilitiesLn 26$241K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.4M
Government grantsLn 1e$381K
Noncash giftsLn 1g$158K
Fees for servicesLn 2g$215K
Investment incomeLn 3$43K
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$101K
SavingsLn 2$3.7M
Cash and savings togetherLn 1–2$3.8M
Land, buildings, equipmentLn 10c$201K
Other assetsLn 15$132K
Total assetsLn 16$4.3M
LiabilitiesLn 26$241K
Net assetsLn 32$4.1M
OperationsPt I, VI
EmployeesI 532
VolunteersI 65
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$117K$3.8M
Land, buildings, equipmentLn 10c$91K$201K
Total assetsLn 16$5.6M$4.3M
LiabilitiesLn 26$2.7M$241K
Net assetsLn 32$2.9M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$189K$189K
Pay of current officers, directors and key staffLn 5$58K$49K$6K$3K
Other salaries and wagesLn 7$606K$509K$63K$34K
Pension plan contributionsLn 8$2K$1K$168$91
Other employee benefitsLn 9$43K$36K$4K$2K
Payroll taxesLn 10$67K$57K$7K$4K
Legal feesLn 11b$7K$7K
Accounting feesLn 11c$21K$21K
Other fees for servicesLn 11g$90K$43K$32K$14K
Office expensesLn 13$165K$141K$19K$5K
OccupancyLn 16$46K$37K$8K$857
TravelLn 17$2K$2K$12
Conferences, conventions and meetingsLn 19$11K$4K$6K$404
InterestLn 20$98K$62K$36K
Depreciation, depletion and amortizationLn 22$27K$27K
InsuranceLn 23$18K$16K$2K$692
All other expensesLn 24e$4K$3K$1K
Total functional expensesLn 25$1.5M$1.2M$214K$64K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$1.4M−$388K$2.6M 990 PDF
FY2023 $1.3M$1.6M−$319K$2.9M 990 PDF
FY2022 $1.3M$1.6M−$329K$3.2M 990 PDF
FY2021 $971K$1.5M−$517K$3.6M 990 PDF
FY2020 Viewing $2.7M$1.5M$1.2M$4.1M 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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $2,689,987 across 9 lines filed
VIII-1a Federated campaigns$12,006
VIII-1d Related organizations$1,140,710
VIII-1e Government grants$381,315
VIII-1f All other contributions, gifts and grants$897,897
VIII-1g Noncash contributions (included above)$157,560
VIII-1h Total contributions, gifts and grants$2,431,928
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $214,865$214,865
VIII-3 Investment incomeExcluded from tax $43,194$43,194
VIII-12 Total revenueRelated to mission $214,865 · Unrelated business $0 · Excluded from tax $43,194$2,689,987
Part IX · Statement of functional expenses $1,455,213 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $189,042$189,042
IX-5 Pay of current officers, directors and key staffPrograms $48,756 · Management $6,045 · Fundraising $3,222$58,023
IX-7 Other salaries and wagesPrograms $509,356 · Management $63,149 · Fundraising $33,655$606,160
IX-8 Pension plan contributionsPrograms $1,360 · Management $168 · Fundraising $91$1,619
IX-9 Other employee benefitsPrograms $36,108 · Management $4,477 · Fundraising $2,386$42,971
IX-10 Payroll taxesPrograms $56,566 · Management $7,013 · Fundraising $3,738$67,317
IX-11b Legal feesManagement $7,332$7,332
IX-11c Accounting feesManagement $21,210$21,210
IX-11g Other fees for servicesPrograms $43,251 · Management $32,439 · Fundraising $13,900$89,590
IX-13 Office expensesPrograms $140,535 · Management $19,301 · Fundraising $5,481$165,317
IX-16 OccupancyPrograms $37,100 · Management $8,198 · Fundraising $857$46,155
IX-17 TravelPrograms $1,930 · Management $12$1,942
IX-19 Conferences, conventions and meetingsPrograms $4,217 · Management $6,078 · Fundraising $404$10,699
IX-20 InterestPrograms $61,932 · Management $36,288$98,220
IX-22 Depreciation, depletion and amortizationPrograms $27,319$27,319
IX-23 InsurancePrograms $15,958 · Management $1,516 · Fundraising $692$18,166
IX-24e All other expensesPrograms $2,869 · Management $1,262$4,131
IX-25 Total functional expensesPrograms $1,176,299 · Management $214,488 · Fundraising $64,426$1,455,213
Part X · Balance sheet $4,313,523 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $53,559$100,835
X-2 Savings and temporary cash investmentsStart of year $63,304$3,704,705
X-3 Pledges and grants receivableStart of year $9,662$149,459
X-4 Accounts receivableStart of year $251,013$16,981
X-9 Prepaid expenses and deferred chargesStart of year $1,888$7,608
X-10c Land, buildings and equipment, netStart of year $91,323$201,455
X-15 Other assetsStart of year $129,192$132,480
X-16 Total assetsStart of year $5,555,941$4,313,523
X-17 Accounts payable and accrued expensesStart of year $663,986$55,244
X-19 Deferred revenueStart of year $0$6,978
X-24 Unsecured notes and loans payableStart of year $50,000$173,900
X-26 Total liabilitiesStart of year $2,692,028$240,838
X-27 Net assets without donor restrictionsStart of year $2,747,605$3,829,150
X-28 Net assets with donor restrictionsStart of year $116,308$243,535
X-32 Total net assets or fund balancesStart of year $2,863,913$4,072,685
X-33 Total liabilities and net assetsStart of year $5,555,941$4,313,523
Part XI · Reconciliation of net assets $4,072,685 net assets at year end
XI-1 Total revenue$2,689,987
XI-2 Total expenses$1,455,213
XI-3 Revenue less expenses$1,234,774
XI-4 Net assets at start of year$2,863,913
XI-9 Other changes in net assets−$26,002
XI-10 Net assets at end of year$4,072,685

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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