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The Root Cause Coalition FY2020 filing

Tax-deductible

Washington, DC501(c)(3)Food & Agriculture EIN 47-5126498Revenue $749K in FY2020Latest return filed Jul 22, 2026

On file with the IRSrootcausecoalition.org1001 G St Nw Ste 500e, 20001-4541 · Washington, DCTax-exempt since Mar 2016Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Root Cause Coalition is to reverse and end the systemic Root causes of health inequities for individuals and communities through cross-sector partnerships

501(c)(3) charity; gifts are tax-deductible.
99¢ 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
2 of 6
filings with a surplus
Average deficit $77K a year · 12% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 8.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $13K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$749K
Spent
$761K
To programs
99%
Net assets
$521K
By yearFY2020–FY2025
Revenue
$749K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$749K
FY2021$781K
FY2022$968K
FY2023$826K
FY2024$527K
FY2025$107K
Expenses
$761K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$761K
FY2021$706K
FY2022$858K
FY2023$843K
FY2024$1.0M
FY2025$229K
Net assets
$521K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$521K
FY2021$596K
FY2022$677K
FY2023$673K
FY2024$187K
FY2025$71K

From the FY2020 Form 990 · see the original

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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 Mar 2016.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $756K Management & general 1% · $6K

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

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Barbara J Petee
Executive Di
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Root Cause Coalition executive salaries →

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

Partnerships address systemic causes of health inequities for individuals and communities.

Questions for The Root Cause Coalition

Tap to ask. The Root Cause Coalition sees how many people are interested.

Your first name shows with your question. The Root Cause Coalition answers here, for everyone.

1 program · $226K · in their own filed words · FY2020
01

The root cause coalition's annual national summit on the social determinants of health - to engage cross-sector collaborators in how to facilitate pathways for community systems change that improve health outcomes for individuals and communities.

$226Kprogram expense

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
Fidelity Investments Charitable Gift FundFY2024$13K
Total grants receivedfrom 1 funder$13K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$749K
Ln 12
Gifts and grantsLn 1h$718K
Fees for servicesLn 2g$31K
Investment incomeLn 3$225
Money outPt IX
$761K
Ln 25
Programscol B$756K
Managementcol C$6K
Owns and owesPt X
$521K
net assets · Ln 32
Cash and savingsLn 1–2$521K
Total assetsLn 16$521K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$718K
Fees for servicesLn 2g$31K
Investment incomeLn 3$225
Total revenueLn 12$749K
Assets in detailPt X, end of year
CashLn 1$304K
SavingsLn 2$216K
Cash and savings togetherLn 1–2$521K
Total assetsLn 16$521K
LiabilitiesLn 26$0
Net assetsLn 32$521K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
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$533K$521K
Total assetsLn 16$533K$521K
LiabilitiesLn 26$0$0
Net assetsLn 32$533K$521K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$22K$22K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$484K$484K
Office expensesLn 13$8K$8K
Information technologyLn 14$12K$12K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$226K$226K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$960$960
Total functional expensesLn 25$761K$756K$6K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jul 22, 2026 $107K$229K−$122K$71K 990 PDF
FY2024Filed with the IRS Jun 9, 2025 $527K$1.0M−$495K$187K 990 PDF
FY2023Filed with the IRS Jul 1, 2024 $826K$843K−$17K$673K 990 PDF
FY2022Filed with the IRS May 10, 2023 $968K$858K$110K$677K 990 PDF
FY2021Filed with the IRS May 11, 2022 $781K$706K$75K$596K 990 PDF
FY2020 ViewingFiled with the IRS May 17, 2021 $749K$761K−$13K$521K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $748,838 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $977,380$717,718
I-9 Program service revenuePrior year $188,940$30,895
I-10 Investment incomePrior year $432$225
I-11 Other revenue$0
I-12 Total revenuePrior year $1,166,752$748,838
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $942,192$761,452
I-18 Total expensesPrior year $942,192$761,452
I-19 Revenue less expensesPrior year $224,560−$12,614
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $748,838 across 6 lines filed
VIII-1b Membership dues$577,000
VIII-1f All other contributions, gifts and grants$140,718
VIII-1h Total contributions, gifts and grants$717,718
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $30,895$30,895
VIII-3 Investment incomeRelated to mission $225$225
VIII-12 Total revenueRelated to mission $31,120$748,838
Part IX · Statement of functional expenses $761,452 across 9 lines filed
IX-11a Management feesPrograms $22,500$22,500
IX-11c Accounting feesManagement $2,340$2,340
IX-11g Other fees for servicesPrograms $483,520$483,520
IX-13 Office expensesPrograms $7,957$7,957
IX-14 Information technologyPrograms $12,293$12,293
IX-17 TravelPrograms $3,434$3,434
IX-19 Conferences, conventions and meetingsPrograms $226,144$226,144
IX-23 InsuranceManagement $2,304$2,304
IX-24 Other expenses (24a–d)Management $960$960
IX-25 Total functional expensesPrograms $755,848 · Management $5,604 · Fundraising $0$761,452
Part X · Balance sheet $520,786 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $317,261$304,421
X-2 Savings and temporary cash investmentsStart of year $216,139$216,365
X-16 Total assetsStart of year $533,400$520,786
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $533,400$520,786
X-32 Total net assets or fund balancesStart of year $533,400$520,786
X-33 Total liabilities and net assetsStart of year $533,400$520,786
Part XI · Reconciliation of net assets $520,786 net assets at year end
XI-1 Total revenue$748,838
XI-2 Total expenses$761,452
XI-3 Revenue less expenses−$12,614
XI-4 Net assets at start of year$533,400
XI-10 Net assets at end of year$520,786

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

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