2024-05-13T10:03:18-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 471901769 ROOTED SCHOOL ROOT 5042086571 6701 PRESS DRIVE NEW ORLEANS LA 70126 KAITLIN KARPINSKI EXECUTIVE DIRECTOR 5042086571 2024-05-09 1 KAITLIN KARPINSKI 999009999 0 WADE MCMULLEN P00541671 6268577300 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KAITLIN KARPINSKI 6701 PRESS DRIVE NEW ORLEANS LA 70126 2972326 0 X ROOTEDSCHOOL.ORG X 2014 LA WE EXIST TO PROVIDE OUR STUDENTS PERSONAL PATHWAYS TO FINANCIAL FREEDOM. 6 6 30 7 0 0 3817571 2952541 0 0 0 0 66264 19785 3883835 2972326 0 0 0 0 1819790 1757554 0 0 32175 1631463 1339794 3451253 3097348 432582 -125022 2069791 1858229 151295 64755 1918496 1793474 WE EXIST TO PROVIDE OUR STUDENTS PERSONAL PATHWAYS TO FINANCIAL FREEDOM. 0 0 2553727 ROOTED SCHOOL EXISTS TO PROVIDE PERSONAL PATHWAYS TO FINANCIAL FREEDOM. ROOTED SCHOOL IS ORGANIZED TO MANAGE AND OPERATE A PUBLIC CHARTER HIGH SCHOOL FOR 9 -12TH GRADE. DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION SERVED APPROXIMATELY 170 STUDENTS. 2553727 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X FRANK INGARGIOLA 5042086571 6701 PRESS DRIVE NEW ORLEANS LA 70126 JONATHAN JOHNSON CEO 40.00 X 129272 0 9780 KAITLIN KARPINSKI EXECUTIVE DIRECTOR 40.00 X 108897 0 16138 FRANK INGARGIOLA CHIEF OF OPERATIONS 40.00 X 101198 0 10418 GEDA JONES HERBERT BOARD PRESIDENT 1.00 X X 0 0 0 ALYSE UTLEY BOARD MEMBER 1.00 X 0 0 0 SABRINA SHORT BOARD MEMBER 1.00 X 0 0 0 KIMBERLY ANDREWS BOARD MEMBER 1.00 X 0 0 0 MARK QUINN BOARD MEMBER 1.00 X 0 0 0 SHANNON GLAPION BOARD MEMBER 1.00 X 0 0 0 KATHY WOODS BOARD MEMBER 1.00 X 0 0 0 339367 0 36336 3 0 0 0 SLA MANAGEMENT INC 3217 CORRINE DRIVE ORLANDA FL 32803 SCHOOL FOOD PROGRAM 112108 1 2891197 61344 2952541 OTHER PROGRAM REVENUE 611710 19785 19785 19785 2972326 0 0 19785 X 187136 128675 28398 30063 1279287 1124598 154689 32942 30605 2337 145726 131401 14325 112463 97923 12428 2112 41083 41083 106896 106896 492032 481589 10443 34875 34875 21749 21749 222011 222011 7533 7533 21115 21115 OTHER EXPENSES 245150 182042 63108 INSTRUCTIONAL MATERIALS 147350 147350 3097348 2553727 511446 32175 1219173 1474715 807312 343530 74 43306 19910 0 20000 2069791 1858229 123905 64755 27390 151295 64755 X 1918496 1793474 1918496 1793474 2069791 1858229 -125022 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2972326 0 2972326 0 2972326 3097348 0 3097348 0 3097348 PART X, LINE 2: THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO ISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AND EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY AVAILABLE THROUGH ITS WEBSITE AND ON MARKETING MATERIALS FOR NEW STUDENTS. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT PROVIDE ANY SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 ROOTED SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY STATE AND FEDERAL MONIES. FORM 990, PART VI, SECTION B, LINE 11B 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS, DIRECTORS, AND TRUSTEES ALL SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE ORGANIZATION ALSO HOLDS MONTHLY BOARD MEETINGS WHERE THE BOARD DISCUSS OPPORTUNITIES AND POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST WERE TO ARISE, THE BOARD CHAIR WOULD DIRECT A COMMITTEE OR THE GOVERNING BOARD TO INVESTIGATE THE NATURE OF THE CONFLICT OF INTEREST. FURTHERMORE, THE BOARD CHAIR WOULD THEN DELEGATE THE TASK TO THE GOVERNING BOARD OR COMMITTEE TO RESEARCH ALL FEASIBLE ALTERNATIVES TO EVALUATE IN LIEU OF THE POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES THE COMPENSATION AMOUNTS FOR ROOTED'S CEO BASED ON THE MARKET RATE FOR THE POSITION. THE CEO DETERMINES THE COMPENSATION OF OTHER KEY EMPLOYEES OF THE ORGANIZATION IN ACCORDANCE WITH THE MARKET RATE FOR THEIR POSITION (DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS). THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL AND TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 197,109. MANAGEMENT AND GENERAL EXPENSES 10,443. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,552. OTHER SERVICES: PROGRAM SERVICE EXPENSES 284,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,480. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.