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Rooted School Washington

Tax-deductible

Vancouver, WA501(c)(3)Since 2020 EIN 85-2409389Revenue $2.3M in FY2024

On file with the IRSrootedschoolvancouver.org10401 Ne Fourth Plain Blvd Ste 201, 98662-6308 · Vancouver, WATax-exempt since Mar 2021School — 170(b)(1)(A)(ii)

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The charitable purpose is to operate a public charter school in Vancouver, Washington. The mission is to rapidly reduce America's wealth gap by connecting underserved and talented teenagers with career and financial pathways.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$139K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
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
3 of 3
filings with a surplus
Average surplus $314K a year · 25% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$139K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $657K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.0M
57% of total assets
Fine: liabilities are 57% of assets; 50% to 65%.
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
$2.3M
+8% vs prior year
Spent
$2.2M
To programs
78%
Net assets
$1.5M
By yearFY2021–FY2024
Revenue
$2.3M
FY2024▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2021$441K
FY2023$1.1M
FY2024$2.1M
FY2024$2.3M
Expenses
$2.2M
FY2024▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2021$273K
FY2023$729K
FY2024$1.8M
FY2024$2.2M
Net assets
$1.5M
FY2024▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2021$168K
FY2023$943K
FY2024$1.3M
FY2024$1.5M

From the FY2024 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 Mar 2021.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $1.7M Management & general 18% · $404K Fundraising 3% · $76K

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

8 people listed on the 990; $139K paid to officers and key staff.

Part VII, Section A · reportable compensation
Steven Carney
Founding School Leader
$138,608Pt VII · Sec A
Sheila Davis
Director
$0Pt VII · Sec A
Nikki Chen
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Adrienne Mason
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lisa White
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2021
Steven Carney$138,608$140,877$142,852—
Carol Egan———$61,276

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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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 talented teens with career and financial paths to reduce the wealth gap.

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Provided by the organization

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1 program · $1.7M · in their own filed words · FY2024
01

The mission is to rapidly reduce America's wealth gap by connecting underserved and talented teenagers with career and financial pathways. The launch of a 501c3 organization to support the founding of Rooted School Washington, a public charter schoool in Vancouver, Washington.

$1.7Mprogram 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
Washington State Charter Schools AssociationFY2024$640K
Stand for Children Leadership CenterFY2024$18K
Total grants receivedfrom 2 funders$657K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.3M
Ln 12
Fees for servicesLn 2g$1.8M
Gifts and grantsLn 1h$560K
Money outPt IX
$2.2M
Ln 25
Programscol B$1.7M
Managementcol C$404K
Fundraisingcol D$76K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$873K
Total assetsLn 16$3.5M
LiabilitiesLn 26$2.0M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$560K
Government grantsLn 1e$347K
Fees for servicesLn 2g$1.8M
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
CashLn 1$873K
Cash and savings togetherLn 1–2$873K
Land, buildings, equipmentLn 10c$1.5M
Other assetsLn 15$939K
Total assetsLn 16$3.5M
LiabilitiesLn 26$2.0M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 517
VolunteersI 60
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 FY24End FY24
Cash and savingsLn 1–2$625K$873K
Land, buildings, equipmentLn 10c$1.7M$1.5M
Total assetsLn 16$3.5M$3.5M
LiabilitiesLn 26$2.1M$2.0M
Net assetsLn 32$1.3M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$121K$90K$18K$12K
Other salaries and wagesLn 7$716K$691K$15K$10K
Pension plan contributionsLn 8$57K$46K$7K$5K
Other employee benefitsLn 9$178K$142K$21K$14K
Payroll taxesLn 10$51K$41K$6K$4K
Management feesLn 11a$15K$11K$2K$2K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$168K$168K
Other fees for servicesLn 11g$216K$197K$11K$8K
Advertising and promotionLn 12$34K$13K$22K
Office expensesLn 13$27K$15K$12K
Information technologyLn 14$36K$36K
OccupancyLn 16$94K$85K$9K
TravelLn 17$4K$4K$491
Conferences, conventions and meetingsLn 19$11K$6K$6K
InterestLn 20$87K$87K
Depreciation, depletion and amortizationLn 22$324K$292K$32K
InsuranceLn 23$21K$15K$5K
Other expenses (24a–d)Ln 24$46K$46K
Total functional expensesLn 25$2.2M$1.7M$404K$76K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.1M$1.8M$367K$1.3M 990 PDF
FY2023 $1.1M$729K$406K$943K 990 PDF
FY2022 Not on file
FY2021 $441K$273K$168K$168K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,314,457 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $533,922$560,437
I-9 Program service revenuePrior year $1,607,001$1,754,020
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $2,140,923$2,314,457
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $893,546$1,122,570
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $880,417$1,085,919
I-18 Total expensesPrior year $1,773,963$2,208,489
I-19 Revenue less expensesPrior year $366,960$105,968
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,314,457 across 5 lines filed
VIII-1e Government grants$347,343
VIII-1f All other contributions, gifts and grants$213,094
VIII-1h Total contributions, gifts and grants$560,437
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,754,020$1,754,020
VIII-12 Total revenueRelated to mission $1,754,020 · Unrelated business $0 · Excluded from tax $0$2,314,457
Part IX · Statement of functional expenses $2,208,489 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $90,482 · Management $18,096 · Fundraising $12,064$120,642
IX-7 Other salaries and wagesPrograms $691,004 · Management $15,124 · Fundraising $10,083$716,211
IX-8 Pension plan contributionsPrograms $45,566 · Management $6,835 · Fundraising $4,557$56,958
IX-9 Other employee benefitsPrograms $142,254 · Management $21,338 · Fundraising $14,225$177,817
IX-10 Payroll taxesPrograms $40,754 · Management $6,113 · Fundraising $4,075$50,942
IX-11a Management feesPrograms $11,380 · Management $2,276 · Fundraising $1,517$15,173
IX-11b Legal feesManagement $2,350$2,350
IX-11c Accounting feesManagement $167,954$167,954
IX-11g Other fees for servicesPrograms $197,274 · Management $11,352 · Fundraising $7,568$216,194
IX-12 Advertising and promotionPrograms $12,555 · Fundraising $21,938$34,493
IX-13 Office expensesPrograms $15,149 · Management $11,713$26,862
IX-14 Information technologyPrograms $35,780$35,780
IX-16 OccupancyPrograms $84,536 · Management $9,393$93,929
IX-17 TravelPrograms $3,569 · Management $491$4,060
IX-19 Conferences, conventions and meetingsPrograms $5,562 · Management $5,562$11,124
IX-20 InterestManagement $87,499$87,499
IX-22 Depreciation, depletion and amortizationPrograms $291,659 · Management $32,407$324,066
IX-23 InsurancePrograms $15,420 · Management $5,140$20,560
IX-24 Other expenses (24a–d)Programs $45,875$45,875
IX-25 Total functional expensesPrograms $1,728,819 · Management $403,643 · Fundraising $76,027$2,208,489
Part X · Balance sheet $3,486,307 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $625,424$873,449
X-4 Accounts receivableStart of year $180,508$99,082
X-9 Prepaid expenses and deferred chargesStart of year $79,085$74,452
X-10c Land, buildings and equipment, netStart of year $1,718,209$1,500,247
X-15 Other assetsStart of year $883,546$939,077
X-16 Total assetsStart of year $3,486,772$3,486,307
X-17 Accounts payable and accrued expensesStart of year $187,492$157,968
X-25 Other liabilitiesStart of year $807,870$723,775
X-26 Total liabilitiesStart of year $2,142,554$1,975,466
X-27 Net assets without donor restrictionsStart of year $1,344,218$1,510,841
X-32 Total net assets or fund balancesStart of year $1,344,218$1,510,841
X-33 Total liabilities and net assetsStart of year $3,486,772$3,486,307
Part XI · Reconciliation of net assets $1,510,841 net assets at year end
XI-1 Total revenue$2,314,457
XI-2 Total expenses$2,208,489
XI-3 Revenue less expenses$105,968
XI-4 Net assets at start of year$1,344,218
XI-8 Prior period adjustments$60,655
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,510,841

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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