Roots Community School FY2024 filing

Tax-deductible

Chelan, WA501(c)(3)EducationEIN 82-2375063Revenue $640K in FY2024

On file with the IRSrootscommunityschool.com503 E Highland Ave, 98816-8631 · Chelan, WATax-exempt since Apr 2019School — 170(b)(1)(A)(ii)

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

To lead kids to discover and develop their intelligence and humanity that will cultivate generations of humble, tenacious, and innovative learners that enrich this valley and the world.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$33K 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

FY2024 · 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
3 of 5
filings with a surplus
Average deficit $31K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$33K
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
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $36K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$640K
-10% vs prior year
Spent
$759K
To programs
96%
Net assets
$90K
By yearFY2021–FY2025
Revenue
$640K
FY2024▼ -10%
Tap a bar for its year
Revenue by fiscal year
FY2021$497K
FY2022$635K
FY2023$708K
FY2024$640K
FY2025$690K
Expenses
$759K
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2021$489K
FY2022$632K
FY2023$707K
FY2024$759K
FY2025$740K
Net assets
$90K
FY2024▼ -37%
Tap a bar for its year
Net assets by fiscal year
FY2021$118K
FY2022$124K
FY2023$142K
FY2024$90K
FY2025$45K

From the FY2024 Form 990 (year ending June 2024) · see the original

Give Claim
You’re viewing the FY2024 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 Apr 2019.

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

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $726K Management & general 4% · $33K

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

11 people listed on the 990; $33K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$28,471Pt VII · Sec A
President
$4,368Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Breanna Stockdale’s $28K as Director is at the 21st 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Breanna Stockdale$28,471$29,480——
Bre Stockdale——$19,663—
Joseph D Taylor———$9,364
Leeanne Casal$4,368$3,313$856$3,080

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 Roots Community School 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

Cultivates humble, tenacious, and innovative learners to enrich the world.

Questions for Roots Community School

Tap to ask. Roots Community School sees how many people are interested.

Your first name shows with your question. Roots Community School answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $726K · in their own filed words · FY2023
01

We provide holistic, whole child education to children from preschool through 8TH grade.

$726Kprogram 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
Total grants receivedfrom 2 funders$36K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$640K
Ln 12
Fees for servicesLn 2g$561K
Gifts and grantsLn 1h$164K
Investment incomeLn 3$2K
Money outPt IX
$759K
Ln 25
Programscol B$726K
Managementcol C$33K
Owns and owesPt X
$90K
net assets · Ln 32
Cash and savingsLn 1–2$89K
Total assetsLn 16$94K
LiabilitiesLn 26$5K
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$164K
Fundraising eventsLn 1c$153K
Fees for servicesLn 2g$561K
Investment incomeLn 3$2K
Gains on assetsLn 7−$84K
Total revenueLn 12$640K
Assets in detailPt X, end of year
CashLn 1$89K
Cash and savings togetherLn 1–2$89K
Total assetsLn 16$94K
LiabilitiesLn 26$5K
Net assetsLn 32$90K
OperationsPt I, VI
EmployeesI 512
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$92K$89K
Total assetsLn 16$228K$94K
LiabilitiesLn 26$85K$5K
Net assetsLn 32$142K$90K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$536K$536K
Other employee benefitsLn 9$481$481
Payroll taxesLn 10$50K$50K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$9K$9K
Information technologyLn 14$7K$7K
OccupancyLn 16$89K$89K
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$4K$4K
InsuranceLn 23$19K$19K
Other expenses (24a–d)Ln 24$33K$33K
All other expensesLn 24e$887$887
Total functional expensesLn 25$759K$726K$33K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $690K$740K−$50K$45K 990 PDF
FY2024 Viewing $640K$759K−$119K$90K 990 PDF
FY2023 $708K$707K$449$142K 990 PDF
FY2022 $635K$632K$3K$124K 990 PDF
FY2021 $497K$489K$9K$118K 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 FY2024 990 (6 parts)
Part I · Summary $639,593 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $167,371$163,625
I-9 Program service revenuePrior year $555,386$560,741
I-10 Investment incomePrior year $1−$82,357
I-11 Other revenuePrior year −$14,951−$2,416
I-12 Total revenuePrior year $707,807$639,593
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $562,864$586,553
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $144,494$172,081
I-18 Total expensesPrior year $707,358$758,634
I-19 Revenue less expensesPrior year $449−$119,041
Part VI · Governance 10 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-13 Written whistleblower 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
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $639,593 across 10 lines filed
VIII-1c Fundraising events$152,735
VIII-1f All other contributions, gifts and grants$10,890
VIII-1h Total contributions, gifts and grants$163,625
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $560,741$560,741
VIII-3 Investment incomeRelated to mission $2,095$2,095
VIII-6 Net rental income or lossExcluded from tax −$388−$388
VIII-7 Net gain or loss on sales of assetsRelated to mission −$84,452−$84,452
VIII-8 Net income from fundraising events−$4,182
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $2,154$2,154
VIII-12 Total revenueRelated to mission $478,384 · Unrelated business $2,154 · Excluded from tax −$388$639,593
Part IX · Statement of functional expenses $758,634 across 14 lines filed
IX-7 Other salaries and wagesPrograms $535,963$535,963
IX-9 Other employee benefitsPrograms $481$481
IX-10 Payroll taxesPrograms $50,109$50,109
IX-11b Legal feesManagement $3,975$3,975
IX-11c Accounting feesManagement $3,889$3,889
IX-12 Advertising and promotionManagement $2,144$2,144
IX-13 Office expensesPrograms $8,810$8,810
IX-14 Information technologyPrograms $6,866$6,866
IX-16 OccupancyPrograms $88,704$88,704
IX-19 Conferences, conventions and meetingsPrograms $1,313$1,313
IX-20 InterestManagement $3,587$3,587
IX-23 InsuranceManagement $19,167$19,167
IX-24 Other expenses (24a–d)Programs $32,739$32,739
IX-24e All other expensesPrograms $887$887
IX-25 Total functional expensesPrograms $725,872 · Management $32,762 · Fundraising $0$758,634
Part X · Balance sheet $94,246 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $91,925$89,187
X-4 Accounts receivableStart of year $18,276$5,059
X-16 Total assetsStart of year $227,786$94,246
X-17 Accounts payable and accrued expenses−$3,224
X-25 Other liabilitiesStart of year $35,446$7,951
X-26 Total liabilitiesStart of year $85,446$4,727
X-27 Net assets without donor restrictionsStart of year $142,340$74,519
X-28 Net assets with donor restrictions$15,000
X-32 Total net assets or fund balancesStart of year $142,340$89,519
X-33 Total liabilities and net assetsStart of year $227,786$94,246
Part XI · Reconciliation of net assets $89,519 net assets at year end
XI-1 Total revenue$639,593
XI-2 Total expenses$758,634
XI-3 Revenue less expenses−$119,041
XI-4 Net assets at start of year$142,340
XI-9 Other changes in net assets$66,220
XI-10 Net assets at end of year$89,519

Form 990 e-file (XML) FY2024 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.