Roots and Wings Educational Foundation

Nonprofit profile at a glance

EIN
680210366
IRS 990-EZ coverage
2015–2025
Forms available
Form 990-EZ 2025
Location
Penn Valley, CA, USA
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$16,543
Expenses
$12,209
Assets
$52,795

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • MARY MORRISON (President)
  • JERRI BATSON (Vice President)

People named in this filing

  • MARY MORRISON (President)
  • JERRI BATSON (Vice President)
  • SUE BOYLES (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of roots & wings foundation is to enhance the educational opportunities of the children attending penn valley union elementary school district.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 95% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.8%; rating input score 74
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 26.2%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 4.32; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -4% per year; rating input score 0; 38th percentile among comparable filings
  • Revenue growth: -11.7% per year; rating input score 0; 22nd percentile among comparable filings
  • Asset growth: -2.8% per year; rating input score 0; 29th percentile among comparable filings

Details

  • Where the money goes: 73.8% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $12K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.