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Nonprofiteer
← 4ROOTS FOUNDATION INC

Form 990 for tax year 2023

Filed by 4ROOTS FOUNDATION INC.

Totals

Total revenue
$10,401,236
Total expenses
$4,754,368
Contributions and grants received
$9,694,032
Grants paid
$317,375
Program service revenue
$0
Investment income
$126,017
Other revenue
$581,187
Total assets, end of year
$23,425,463
Total liabilities, end of year
$3,126,537
Net assets or fund balances, end of year
$20,298,926
Program services expenses (Part IX)
$1,832,900
Management and general expenses
$2,539,503
Fundraising expenses
$381,965
Program service expenses (Part III)
$1,832,900

Program services were 38.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $9,694,032

  • 1g · Noncash contributions included above

    $568,456

  • 3 · Investment income

    total $126,017 · unrelated business $0 · excluded $126,017

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $66,007

  • 6c · Rental income or loss

    real property $66,007 · personal property $0

  • 6d · Net rental income or loss

    total $66,007 · excluded $66,007

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $1,204,385

  • 10b · Cost of goods sold

    $689,445

  • 10c · Net income from sales of inventory

    total $514,940 · related or exempt $514,940

  • 11a · Other revenue: OTHER INCOME

    total $240 · related or exempt $240

  • 11e · Other revenue, total

    $240

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $317,375 · program services $317,375

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $493,430 · program services $201,747 · management and general $255,599 · fundraising $36,084

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,093,885 · program services $454,288 · management and general $559,968 · fundraising $79,629

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $116,820 · program services $26,310 · management and general $80,849 · fundraising $9,661

  • 10 · Payroll taxes

    total $116,813 · program services $52,850 · management and general $55,080 · fundraising $8,883

  • 11a · Fees: management

    total $18,195 · program services $18,195

  • 11b · Fees: legal

    total $51,742 · management and general $51,742

  • 11c · Fees: accounting

    total $197,147 · program services $10,141 · management and general $187,006

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $673,364 · program services $574,105 · management and general $0 · fundraising $99,259

  • 12 · Advertising and promotion

    total $258,450 · program services $24,997 · management and general $227,049 · fundraising $6,404

  • 13 · Office expenses

    total $158,518 · program services $59,734 · management and general $72,003 · fundraising $26,781

  • 14 · Information technology

    total $47,528 · program services $10,281 · management and general $23,569 · fundraising $13,678

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $65,700 · management and general $65,700

  • 17 · Travel

    total $105,283 · program services $33,213 · management and general $70,432 · fundraising $1,638

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $14,543 · program services $4,319 · management and general $7,703 · fundraising $2,521

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $109,852 · management and general $109,852

  • 23 · Insurance

    total $81,118 · program services $4,248 · management and general $74,390 · fundraising $2,480

  • 24a · Other expenses: FUNDRAISING EVENT EXPENSE

    total $407,185 · program services $1,226 · management and general $353,807 · fundraising $52,152

  • 24b · Other expenses: FACILITY EXPENSE

    total $140,790 · management and general $140,790

  • 24c · Other expenses: TAXES AND LICENSES

    total $115,784 · management and general $115,784

  • 24d · Other expenses: EQUIPMENT RENT

    total $39,583 · program services $4,198 · management and general $5,589 · fundraising $29,796

  • 24e · All other expenses

    total $131,263 · program services $35,673 · management and general $82,591 · fundraising $12,999

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $455,764 · end of year $3,181,015

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $3,876,614 · end of year $2,736,523

  • 4 · Accounts receivable

    beginning of year $23,203 · end of year $72,376

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $12,840,733 · end of year $12,762,834

  • 8 · Inventories for sale or use

    beginning of year $10,354 · end of year $27,233

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,962 · end of year $79,926

  • 10a · Land, buildings and equipment: cost or other basis

    $4,208,641

  • 10b · Land, buildings and equipment: accumulated depreciation

    $489,081

  • 10c · Land, buildings and equipment, net

    beginning of year $1,159,604 · end of year $3,719,560

  • 11 · Investments: publicly traded securities

    beginning of year $10,784 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $367,302

  • 14 · Intangible assets

    beginning of year $96,173 · end of year $367,302

  • 15 · Other assets

    beginning of year $46,447 · end of year $111,392

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,024,851 · end of year $1,737,427

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $365,056 · end of year $122,774

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $25,000 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,726,992 · end of year $1,224,938

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $110,049 · end of year $41,398

  • 27 · Net assets without donor restrictions

    beginning of year $14,079,690 · end of year $18,051,203

  • 28 · Net assets with donor restrictions

    beginning of year $200,000 · end of year $2,247,723

Mission and programs · 2023

Mission

THE PURPOSE OF 4ROOTS FOUNDATION, INC. (D/B/A 4ROOTS) IS TO PROVIDE PHILANTHROPIC SUPPORT TO VARIOUS COMMUNITIES AND/OR INDIVIDUALS IN NEED AND TO INVEST IN FOOD AND FARMING INITIATIVES THAT IMPROVE THE HEALTH OF OUR COMMUNITY.

Activities or mission (Part I)

See Schedule O

  • Meet the Need: EMPOWERS INDIVIDUALS AND COMMUNITIES WHO LACK NUTRITIONAL SECURITY BY BOTH PROVIDING DIRECT ACCESS TO FRESH, NUTRIENT-DENSE, PRODUCE AND OFFERING EDUCATIONAL TOOLS. THESE TOOLS WILL SUPPORT THEM IN CONFIDENTLY PREPARING AND GROWING THEIR OWN FOOD AS WELL AS DEVELOPING HEALTHY EATING PATTERNS.

    Expenses $137,404 · Grants $317,375

  • FRESH BY 4ROOTS: SUPPORTS A STRONGER LOCAL FOOD NETWORK BY MAKING FRESH, SEASONAL, NON-GMO PRODUCE SUSTAINABLY GROWN ON FLORIDA FARMS. ADDITIONAL, RESPONSIBLY PRODUCE MEATS, DAIRY PRODUCTS, EGGS AND OTHER PANTRY ESSENTIALS, EASILY ACCESSIBLE TO THE COMMUNITY AT AN AFFORDABLE PRICE.

    Expenses $271,985 · Revenue $77,974

  • Florida Farmer Film: The 4Roots Foundation partnered with the Florida Department of Agriculture and Consumer Services to produce a documentary film highlighting the role local farmers play in the state's economy.

    Expenses $475,000 · Revenue $475,000

  • OTHER PROGRAM SERVICES

    Expenses $821,857

  • 4ROOTS CAFE

    Expenses $126,654 · Revenue $436,966

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Franklin F Snelson

    GRANTS DIRECTOR

    Total calculated
    $179,825
    From this org
    $175,483
    From related orgs
    $0
    Other
    $4,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,483
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,342
    Filer's total
    $179,825

  • Thomas M Ward

    EXECUTIVE DIRECTOR

    Total calculated
    $162,885
    From this org
    $150,524
    From related orgs
    $0
    Other
    $12,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,524
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,361
    Filer's total
    $162,885

  • Monica Aggarwal

    CHIEF MEDICAL OFFICER

    Total calculated
    $150,720
    From this org
    $150,720
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,720
    Bonus
    $0
    Other
    $0
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $150,720

  • John Rivers

    CEO & BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Mayor Buddy Dyer

    HONORARY BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Fj Flynn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Robert Gorden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Sandy Hostetter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Mark Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Tony Massey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Greg McNeill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Kay Rawlins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Ken Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Doug Harcombe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Tanya Easterling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • 4ROOTS CAMPUS INC

    501(C)(3) · SUPP ORG. · FL · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202532279349302873

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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