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Roots Family Collaborative

EIN 81-4604049 · Bozeman, MT

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood71 out of 100GovernanceGood76 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

OUR MISSION IS TO CONNECT ALL FAMILIES TO THE SUPPORT THEY NEED FROM PRECONCEPTION TO PARENTHOOD. WE ENVISION A TIME WHEN ALL FAMILIES HAVE THE SUPPORT THEY NEED IN THE PERINATAL PERIOD.

Income
$212,992
Spending
$216,569
Spent on programs
54%
Reserves
4.2 months of spending
Largest source of income
donations and private grants, 89%
Employees
5
Volunteers
61
Highest pay
$31,859, director

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 71 out of 100. Higher than 51% of charities in its peer group (human services, under $250k).

  • Reserves

    20 of 35

    Spendable reserves would cover 4.2 months of spending.

  • Debt

    20 of 20

    It owes 13% of what it owns.

  • Living within its means

    8 of 15

    Spending exceeded income by 2% of income.

  • Income trend

    15 of 15

    Income rose 27% on the year before.

  • Spending floor

    8 of 15

    54% of spending went to programs and raising each dollar of donations cost 21 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 76 out of 100. Higher than 66% of charities in its peer group (human services, under $250k).

  • Independent board

    25 of 25

    10 of 11 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $117,678 spent. Through our support groups, programs, classes and special events, paired with our incredible resource network, Roots Family Collaborative is able to raise awareness about perinatal mental health, normalize the expectations of the perinatal period, and strengthen support for new, expecting, and wishful parents and the professionals that serve them, ultimately creating a huge safety net for the hundreds of families undergoing this major life transition each year. Specific programs and projects include: BLOSSOM MOM SUPPORT GROUP; FRESH AIR FAMILIES HIKING GROUP; PREGNANCY AND INFANT LOSS SUPPORT CIRCLE; DADS GROUP; FERTILITY SUPPORT GROUP; CORAZON DE MADRES SPANISH SPEAKING GROUP; MOMS LIKE ME; PERINATAL MENTAL HEALTH AWARENESS EVENT; ROOTS PERINATAL RESOURCE GUIDE.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since February 2017.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.