Rootedgood FY2020 filing

Tax-deductible

Austin, TX501(c)(3)Since 2000EducationEIN 74-3004446

Rootedgood resources churches and leaders and catalyzes systems-level change as we imagine and become something new for the good of our communities.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$134K 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
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 $53K a year · 9% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$134K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 22.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $150K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$125K
Spent
$473K
To programs
70%
Net assets
$900K
By yearFY2020–FY2025
Revenue
$125K
FY2020
Revenue by fiscal year
FY2020$125K
FY2021$179K
FY2022$310K
FY2023$1.2M
FY2024$677K
FY2025$978K
Expenses
$473K
FY2020
Expenses by fiscal year
FY2020$473K
FY2021$387K
FY2022$629K
FY2023$601K
FY2024$689K
FY2025$977K
Net assets
$900K
FY2020
Net assets by fiscal year
FY2020$900K
FY2021$693K
FY2022$374K
FY2023$939K
FY2024$927K
FY2025$928K

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) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CRootedgood
EINHdr · item D74-3004446
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFJul 2001
Year of formationHdr · item L2000
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CAustin, TX
NTEE classificationIRS BMFEducation (B92)
WebsiteHdr · item Jwww.rootedgood.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.70 Management & general $0.19 Fundraising $0.10
Program services70%$333K
Management & general19%$91K
Fundraising10%$49K
Total functional expensesLn 25$473K

Finances

Money in and out, what it owns and owes

Spent on programs
70%
of spending reaches programs
Months of spending covered by cash
22.4mo
months of spending covered by cash and easy-to-sell investments
Surplus or deficit
-277%
as % of revenue, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$903K
FY2020
Total assets by fiscal year
FY2020$903K
FY2021$705K
FY2022$397K
FY2023$962K
FY2024$950K
FY2025$1.2M
Total liabilities
$3K
FY2020
Total liabilities by fiscal year
FY2020$3K
FY2021$12K
FY2022$23K
FY2023$23K
FY2024$23K
FY2025$297K
Revenue less expensesPt I · Ln 19−$348K
Total assetsPt X · Ln 16$903K
Spent on programsPt IX · col B70%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Balance Sheet

Part X · end of year
CashLn 1$883K
Total assetsLn 16$903K
Total liabilitiesLn 26$3K
Total net assetsLn 32$900K
Months of cash on handcomputed22.4

Statement of Revenue

Part VIII
Contributions & grants$94K · 75%
Program service revenue$32K · 25%
Contributions & grants75%$94K
Program service revenue25%$32K
Investment income$376
Total revenueLn 12$125K

Money in detail

Form 990 · FY2020 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $883K · Operating expenses/yr $473K
22.4 months
Where the money goes
Program services
Program services $333K · Total expenses $473K
70%
Management & General
Management & general $91K · Total expenses $473K
19%
Fundraising
Fundraising $49K · Total expenses $473K
10%
Cost to raise $1
Fundraising expense $49K · Solicited contributions $94K
$0.53 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $94K · Total revenue $125K
75%
Government reliance
Government grants — · Total revenue $125K
—
Earned-income share
Program service revenue $32K · Total revenue $125K
25%
Investment reliance
Investment income $376 · Total revenue $125K
+0.3%
Program self-sufficiency
Program service revenue $32K · Total expenses $473K
7%
Growth & trend
Revenue change from last year
This year $125K · Prior year —
No prior year on file
Net assets change over the year
End of year $900K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $125K · Expenses $473K
-277%
Debts compared to what it owns
Total liabilities — · Total assets $903K
—
Net assets compared to what it owns
Net assets $900K · Total assets $903K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $903K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Shannon Hopkins · Reported title PRESIDENT · Highest reported compensation $85K · Total expenses $473K
18%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $243K · Total expenses $473K
51%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 70%——
Spent on management, % of spending 19%——
Fundraising cost, % of gifts 53%——
Legal fees, % of spending 2%——
Accounting fees, % of spending 3%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$84,985Pt VII · Sec A
Treasurer
$48,633Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Mark Sampson’s $114K as Co CEO is at the 88th percentile of top reported officer pay among 1613 $100K–1M 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mark Sampson$114,119—————
Shannon Hopkins$113,913$105,579$100,932$90,762$86,747$84,985
Mark Elsdon$112,191$70,347$60,691$56,726$54,217$48,633

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.

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Governance & Policies

Part VI
  • 5Voting board membersPt VI · Ln 1a
  • 5Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Empowers social impact leaders and organizations to create positive change globally.

Provided by the organization

This section is blank until Rootedgood claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $333K of program spending, described in the organization's own filed words · FY2020.
01

Helped churches develop and launch social enterprises using their buildings and property in order to serve their communities. Created new tools for congregations to alighn money and mission. Created tools for congregations to plan during the covid - 19 pandemic.

$333Kprogram 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
Total grants receivedfrom 1 funder$150K

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $978K$977K+44% 990 PDF
FY2024 $677K$689K-42% 990 PDF
FY2023 $1.2M$601K+276% 990 PDF
FY2022 $310K$629K+73% 990 PDF
FY2021 $179K$387K+43% 990 PDF
FY2020 Viewing $125K$473K 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

Full filing: Form 990 for FY2020

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $125,421 across 5 lines filed
VIII-1f All other contributions, gifts and grants$93,538
VIII-1h Total contributions, gifts and grants$93,538
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $31,507$31,507
VIII-3 Investment incomeRelated to mission $376$376
VIII-12 Total revenueRelated to mission $31,883$125,421
Part IX · Statement of functional expenses $473,207 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $100,214 · Management $16,702 · Fundraising $16,702$133,618
IX-7 Other salaries and wagesPrograms $55,280 · Management $9,214 · Fundraising $9,214$73,708
IX-9 Other employee benefitsPrograms $14,734 · Management $2,456 · Fundraising $2,456$19,646
IX-10 Payroll taxesPrograms $11,894 · Management $1,983 · Fundraising $1,983$15,860
IX-11a Management feesPrograms $46,270 · Management $20,898 · Fundraising $18,905$86,073
IX-11b Legal feesManagement $10,114$10,114
IX-11c Accounting feesManagement $15,070$15,070
IX-13 Office expensesPrograms $10,775 · Management $7,501$18,276
IX-14 Information technologyPrograms $1,227 · Management $205 · Fundraising $205$1,637
IX-17 TravelPrograms $30,441$30,441
IX-19 Conferences, conventions and meetingsManagement $895$895
IX-22 Depreciation, depletion and amortizationManagement $1,420$1,420
IX-23 InsuranceManagement $4,167$4,167
IX-24 Other expenses (24a–d)Programs $62,228$62,228
IX-24e All other expensesPrograms $54$54
IX-25 Total functional expensesPrograms $333,117 · Management $90,625 · Fundraising $49,465$473,207
Part X · Balance sheet $902,921 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $1,169,269$57,379
X-2 Savings and temporary cash investments$825,376
X-3 Pledges and grants receivableStart of year $77,220$20,166
X-16 Total assetsStart of year $1,247,910$902,921
X-17 Accounts payable and accrued expenses$1,101
X-25 Other liabilities$1,696
X-26 Total liabilitiesStart of year $0$2,797
X-27 Net assets without donor restrictionsStart of year $1,247,910$900,124
X-32 Total net assets or fund balancesStart of year $1,247,910$900,124
X-33 Total liabilities and net assetsStart of year $1,247,910$902,921
Part XI · Reconciliation of net assets $900,124 net assets at year end
XI-1 Total revenue$125,421
XI-2 Total expenses$473,207
XI-3 Revenue less expenses−$347,786
XI-4 Net assets at start of year$1,247,910
XI-10 Net assets at end of year$900,124

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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