COMMON ROOTS FARM

EIN: 471590387 501(c)(3) Employment

SANTA CRUZ, CA

Total Revenue
$481,029
Total Expenses
$219,433
Total Assets
$1,126,179
Net Assets
$1,125,534
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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
CA
Principal Officer
HEIDI CARTAN
Phone
4082102030
Tax Period
2022-07-01 to 2023-06-30

COMMON ROOTS FARM, founded in 2014, is a small nonprofit in the Employment sector that reported $481K in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $262K, a strong 54% operating margin.

Mission

TO PROVIDE FARM-BASED EMPLOYMENT SKILLS, TRAINING AND VOLUNTEER OPPORTUNITIES TO PEOPLE LIVING WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES IN AN INCLUSIVE SETTING OF AN URBAN FARM.

Program Service Accomplishments

Program 1
Expenses: $193,666

COMMON ROOTS FARM'S MISSION IS TO BRING TOGETHER PEOPLE WITH AND WITHOUT DISABILITIES TO GROW HEALTHY FOOD, BEAUTIFUL FLOWERS, AND BUILD RELATIONSHIPS THAT SUSTAIN EVERYONE. WE ACCOMPLISH THIS BY...

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COMMON ROOTS FARM'S MISSION IS TO BRING TOGETHER PEOPLE WITH AND WITHOUT DISABILITIES TO GROW HEALTHY FOOD, BEAUTIFUL FLOWERS, AND BUILD RELATIONSHIPS THAT SUSTAIN EVERYONE. WE ACCOMPLISH THIS BY OPERATING A PRODUCTION FARM GROWING 25+ FOOD CROPS AND 30+ FLOWER VARIETIES FOR SALE DIRECTLY TO THE PUBLIC. WE OFFER INTERNSHIPS AND VOLUNTEER OPPORTUNITIES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES, HOST EDUCATIONAL FARM-BASED WORK DAYS FOR SCHOOLS AND CORPORATE GROUPS, AND HOST SOCIAL EVENTS TO HELP BREAK THE ISOLATION SO COMMON WITH PEOPLE WITH DISABILITIES. WE OPERATED A 55 MEMBER COMMUNITY SUPPORTED AGRICULTURE SUBSCRIPTION (CSA) PROGRAM, PARTICIPATED IN LOCAL POP UP MARKETS, AND HELD A HARVEST FESTIVAL FEATURING A WHEELCHAIR ACCESSIBLE DANCE FLOOR, LOCAL ARTISTS, AND GAMES FOR ALL ABILITIES.DURING OUR 2022-2023 SEASON WE HOSTED THREE DIFFERENT DAY PROGRAMS, EACH COMPRISING APPROXIMATELY 15-20 PEOPLE, AGED 22+, WHO LIVE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES. EACH GROUP PARTICIPATED ON THE FARM ONE DAY/WEEK AND STAYED FOR LUNCH. ACTIVITIES INCLUDED SEED SOWING, PLANT CARE, GARDEN EDUCATION, ANIMAL FEEDING AND CARE, AND FLOWER BOUQUET MAKING. WE ALSO HOSTED A WEEKLY ACCESSIBLE GARDEN CLUB AND A WEEKLY ACCESSIBLE OUTDOOR ART CLASS. BOTH WERE HELD IN OUR ACCESSIBLE SEED TO SALAD GARDEN. THE FARM ADDED AN OUTDOOR KITCHEN TO THIS AREA TO BE ABLE TO OFFER FARM-BASED COOKING AND NUTRITION CLASSES TO OUR TARGET POPULATION AND THEIR SUPPORT STAFF. COMMON ROOTS ALSO HIRED ANOTHER INTERN THROUGH THE STATE OF CALIFORNIA'S 'EMPLOYMENT OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BLUEPRINT' PROGRAM. WE ALSO PROVIDED EMPLOYMENT TO TWO INDIVIDUALS LIVING WITH DEVELOPMENTAL DISABILITIES. ON FARM VOLUNTEER OPPORTUNITIES WERE MADE AVAILABLE FOR OVER 300 PEOPLE, WITH A FOCUS ON SUPPORTING VOLUNTEERS WITH DISABILITIES AND THEIR CAREGIVERS IN PARTICIPATING IN OUR FARM OPERATION. WE ENGAGED 15-20 REGULAR, WEEKLY VOLUNTEERS THROUGHOUT THE SEASON, MOST OF WHOM ARE PEOPLE WITH DISABILITIES. OUR VOLUNTEERS ASSISTED WITH ALL ASPECTS OF OUR PRODUCTION, INCLUDING WORKING IN OUR WHEELCHAIR ACCESSIBLE GREENHOUSE TO PROPAGATE SEEDS AS WELL AS PLANTING, TENDING, HARVESTING AND DISTRIBUTING FOOD AND FLOWER CROPS IN OUR FIELDS. WE HOSTED GROUPS FROM TWO OTHER NON-PROFIT ORGANIZATIONS WHO HELD EVENTS ON THE FARM. IN OUR 2023 SEASON, WE BUILT UPON THE SUCCESSES OF PREVIOUS YEARS BY EXPANDING OUR VOLUNTEER SLOTS, OUR CSA CUSTOMER BASE, AND OUR SURPLUS PRODUCE DONATION PROGRAM TO OUR LOCAL PARTNER NON-PROFIT ORGANIZATIONS WORKING TO ALLEVIATE FOOD INSECURITY IN OUR COMMUNITY. WE CONTINUED TO ENGAGE SEVERAL VOLUNTEERS WHO CAME FOR MORE INTENSIVE LEARNING ABOUT SMALL SCALE AGRICULTURE AND WHO RECEIVED A SMALL STIPEND.COMMON ROOTS FARM HOSTED SCHOOL FIELD TRIPS, INCLUDING WELCOMING STUDENTS WITH SEVERE DISABILITIES AS WELL AS REGULAR EDUCATION STUDENTS FROM ELEMENTARY THROUGH POST-SECONDARY EDUCATION. WE ALSO ENGAGED 20-25 VOLUNTEERS IN A SERIES OF MONTHLY WEEKEND WORKDAYS ON THE FARM, ACCOMPLISHING NUMEROUS TASKS SUCH AS REPAIRING FENCING, INSTALLING A MOVEABLE SHADE STRUCTURE, PLANTING OUT ACCESSIBLE ROLL-INTO BEDS AND BUILDING DISPLAY STRUCTURES FOR A PLANT SALE. WE EXPANDED OUR POST-SECONDARY VOCATIONAL TRAINING PROGRAM TO SERVE MORE STUDENTS WITH DISABILITIES COMING FROM THREE DIFFERENT CLASSROOMS AND WORKING IN PARTNERSHIP WITH THE DEPARTMENT OF REHABILITATION'S WORKABILITY PROGRAM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $435,666
Program Service Revenue $0
Investment Income $471
Other Revenue $44,892
TOTAL REVENUE $481,029

Expense Breakdown

Grants Paid $0
Salaries & Benefits $110,702
Fundraising Expenses $2,208
Program Expenses $193,666
Other Expenses $108,731
TOTAL EXPENSES $219,433

Year-over-Year Comparison

2022 2021 Change
Revenue $481,029 $536,882 -0.1%
Expenses $219,433 $251,212 -0.1%
Net Income $261,596 $285,670 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
5
Independent Members
5
Employees
5
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANIE WHITEFORD BOARD CHAIR 5.00
Officer Director
$0 $0 $0
DONNA CALAME VICE-CHAIR 5.00
Officer Director
$0 $0 $0
LINDSAY DYE SECRETARY 5.00
Officer Director
$0 $0 $0
IGOR SMELYANSKY TREASURER 5.00
Officer Director
$0 $0 $0
HEIDI CARTAN EXECUTIVE DIRECTOR 10.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $481,029 $219,433 $1,126,179 $261,596
2022 $536,882 $251,212 $864,661 $285,670
2020 $279,181 $124,886 $479,115 $154,295
2018 $263,176 $50,283 $287,296 $212,893
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