Common Roots Farm FY2020 filing

Tax-deductible

Santa Cruz, CA501(c)(3)Since 2014EmploymentEIN 47-1590387Revenue $279K in FY2020

On file with the IRScommonrootsfarm.org301 Golf Club Dr, 95060-2124 · Santa Cruz, CATax-exempt since Jan 2016Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To provide Farm-based employment skills, training and volunteer opportunities to people living with intellectual/developmental disabilities in an inclusive setting of an urban Farm.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
5 of 5
filings with a surplus
Average surplus $184K a year · 43% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
36 mo
of spending, in cash
Looks good: 36.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $93K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$279K
Spent
$125K
To programs
90%
Net assets
$474K
By yearFY2020–FY2025
Revenue
$279K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$279K
FY2022$537K
FY2023$481K
FY2024$396K
FY2025$431K
Expenses
$125K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$125K
FY2022$251K
FY2023$219K
FY2024$370K
FY2025$237K
Net assets
$474K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$474K
FY2022$864K
FY2023$1.1M
FY2024$1.2M
FY2025$1.4M

From the FY2020 Form 990 (year ending June 2020) · see the original

Give Claim
You’re viewing the FY2020 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 Jan 2016.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $113K Fundraising 10% · $12K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Executive Di
$0Pt VII · Sec A

Heidi Cartan’s $40K as Executive Director is at the 46th percentile of top reported officer pay among 1216 $100K–1M employment 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 · 1 named individual · Part VII

NameFY2025FY2024
Heidi Cartan$40,000$11,667

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 Common Roots Farm executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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 15aNo

Programs and updates

Trains adults with disabilities in farm skills and offers volunteer work on an urban farm.

Questions for Common Roots Farm

Tap to ask. Common Roots Farm sees how many people are interested.

Your first name shows with your question. Common Roots Farm answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $113K · in their own filed words · FY2019
01

Common roots farm's mission is to bring together people with and without disabilities to grow healthy food, beautiful flowers, and build relationships that sustain everyone. We accomplish this by operating a production farm growing 25+ food crops and 30+ flower varieties for sale directly to the public.

$113Kprogram expense

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 · FY2024
PatagoniaorgFY2024$15K
Total grants receivedfrom 5 funders$93K
See all 5 funders →
Grants paid · 1 grant · $10K · 2023–2023
Building for GenerationsCA · FY2023$10,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$279K
Ln 12
Gifts and grantsLn 1h$249K
Fees for servicesLn 2g$29K
Investment incomeLn 3$312
Money outPt IX
$125K
Ln 25
Programscol B$113K
Fundraisingcol D$12K
Owns and owesPt X
$474K
net assets · Ln 32
Cash and savingsLn 1–2$374K
Total assetsLn 16$479K
LiabilitiesLn 26$6K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$249K
Fees for servicesLn 2g$29K
Investment incomeLn 3$312
Other incomeLn 4–11$150
Total revenueLn 12$279K
Assets in detailPt X, end of year
CashLn 1$374K
Cash and savings togetherLn 1–2$374K
Land, buildings, equipmentLn 10c$18K
Other assetsLn 15$87K
Total assetsLn 16$479K
LiabilitiesLn 26$6K
Net assetsLn 32$474K
OperationsPt I, VI
EmployeesI 57
VolunteersI 6300
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$275K$374K
Land, buildings, equipmentLn 10c$18K
Total assetsLn 16$320K$479K
LiabilitiesLn 26$439$6K
Net assetsLn 32$319K$474K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$9K$9K
Other fees for servicesLn 11g$24K$24K
Office expensesLn 13$924$924
TravelLn 17$5K$5K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$70K$58K$12K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$125K$113K$0$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $431K$237K$194K$1.4M 990 PDF
FY2024 $396K$370K$26K$1.2M 990 PDF
FY2023 $481K$219K$262K$1.1M 990 PDF
FY2022 $537K$251K$286K$864K 990 PDF
FY2021 Not on file
FY2020 Viewing $279K$125K$154K$474K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 (6 parts)
Part I · Summary $279,181 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $128,699$249,281
I-9 Program service revenuePrior year $14,740$29,438
I-10 Investment incomePrior year $287$312
I-11 Other revenue$150
I-12 Total revenuePrior year $143,726$279,181
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$9,200
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $111,622$115,686
I-18 Total expensesPrior year $111,622$124,886
I-19 Revenue less expensesPrior year $32,104$154,295
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $279,181 across 6 lines filed
VIII-1f All other contributions, gifts and grants$249,281
VIII-1h Total contributions, gifts and grants$249,281
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,438$29,438
VIII-3 Investment incomeRelated to mission $312$312
VIII-8 Net income from fundraising events$150
VIII-12 Total revenueRelated to mission $29,750$279,181
Part IX · Statement of functional expenses $124,886 across 8 lines filed
IX-7 Other salaries and wagesPrograms $9,200$9,200
IX-11g Other fees for servicesPrograms $23,758$23,758
IX-13 Office expensesPrograms $924$924
IX-17 TravelPrograms $4,589$4,589
IX-22 Depreciation, depletion and amortizationPrograms $6,576$6,576
IX-23 InsurancePrograms $8,050$8,050
IX-24 Other expenses (24a–d)Programs $57,690 · Fundraising $12,220$69,910
IX-24e All other expensesPrograms $1,879$1,879
IX-25 Total functional expensesPrograms $112,666 · Management $0 · Fundraising $12,220$124,886
Part X · Balance sheet $479,115 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $275,477$374,152
X-10c Land, buildings and equipment, net$17,797
X-15 Other assetsStart of year $44,295$87,166
X-16 Total assetsStart of year $319,772$479,115
X-17 Accounts payable and accrued expenses$3,542
X-25 Other liabilitiesStart of year $439$2,034
X-26 Total liabilitiesStart of year $439$5,576
X-27 Net assets without donor restrictionsStart of year $319,333$473,539
X-32 Total net assets or fund balancesStart of year $319,333$473,539
X-33 Total liabilities and net assetsStart of year $319,772$479,115
Part XI · Reconciliation of net assets $473,539 net assets at year end
XI-1 Total revenue$279,181
XI-2 Total expenses$124,886
XI-3 Revenue less expenses$154,295
XI-4 Net assets at start of year$319,333
XI-9 Other changes in net assets−$89
XI-10 Net assets at end of year$473,539

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.