Search icon

NEW ROOTS, INC.

Company Details

Name: NEW ROOTS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 21 Jul 2009 (16 years ago)
Organization Date: 21 Jul 2009 (16 years ago)
Last Annual Report: 28 Jun 2024 (10 months ago)
Organization Number: 0734320
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40203
City: Louisville
Primary County: Jefferson County
Principal Office: 1800 PORTLAND AVENUE, LOUISVILLE, KY 40203
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
QJCMTZ4NYA15 2024-08-24 1800 PORTLAND AVE, LOUISVILLE, KY, 40203, 1060, USA 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA

Business Information

URL http://www.newroots.org
Division Name NEW ROOTS, INC.
Division Number NEW ROOTS,
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2023-08-29
Initial Registration Date 2012-05-11
Entity Start Date 2009-07-02
Fiscal Year End Close Date Dec 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name KARYN MOSKOWITZ
Address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA
Title ALTERNATE POC
Name KARYN MOSKOWITZ
Address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA
Government Business
Title PRIMARY POC
Name KARYN MOSKOWITZ
Address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA
Title ALTERNATE POC
Name KARYN MOSKOWITZ
Address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA
Past Performance
Title PRIMARY POC
Name KARYN MOSKOWITZ
Address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA
Title ALTERNATE POC
Name KARYN MOSKOWITZ
Role EXECUTIVE DIRECTOR
Address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEW ROOTS 401(K) PROFIT SHARING PLAN 2023 270700459 2024-10-02 NEW ROOTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-02
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2022 270700459 2023-07-25 NEW ROOTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2023-07-25
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2021 270700459 2022-09-28 NEW ROOTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-28
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2020 270700459 2021-06-22 NEW ROOTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2021-06-22
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-22
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2019 270700459 2020-10-06 NEW ROOTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2020-10-06
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2018 270700459 2019-10-04 NEW ROOTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2019-10-04
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-04
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2017 270700459 2018-10-10 NEW ROOTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2018-10-10
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2016 270700459 2017-10-13 NEW ROOTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 1800 PORTLAND AVENUE, LOUISVILLE, KY, 40203

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
NEW ROOTS 401(K) PROFIT SHARING PLAN 2015 270700459 2016-10-17 NEW ROOTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 111210
Sponsor’s telephone number 5025096770
Plan sponsor’s address 4509 W. MARKET STREET, LOUISVILLE, KY, 40212

Signature of

Role Plan administrator
Date 2016-10-17
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing KARYN MOSKOWITZ
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
SHELIA BOYD Director
HAVEN HARRINGTON III Director
James Rose Director
Stephen Bartlett Director
Karyn Moskowitz Director
VIRGIL BOYD Director

Incorporator

Name Role
VIRGIL BOYD Incorporator

Officer

Name Role
Dana Pinkston Officer
Beatriz Reyes Perez Officer
Nolan Starks Officer

President

Name Role
Stephen Bartlett President

Treasurer

Name Role
James Rose Treasurer

Registered Agent

Name Role
KARYN MOSKOWITZ Registered Agent

Assumed Names

Name Status Expiration Date
SHAWNEE NEIGHBORHOOD FRESH STOP Inactive 2017-03-23

Filings

Name File Date
Annual Report 2024-06-28
Annual Report 2023-05-01
Annual Report 2022-06-15
Annual Report 2021-05-20
Annual Report 2020-03-20
Annual Report 2019-06-20
Annual Report 2018-06-06
Annual Report 2017-03-02
Annual Report 2016-07-26
Principal Office Address Change 2016-04-14

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
27-0700459 Corporation Unconditional Exemption 1800 PORTLAND AVE, LOUISVILLE, KY, 40203-1060 2011-06
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 100,000 to 499,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 194284
Income Amount 230998
Form 990 Revenue Amount 76580
National Taxonomy of Exempt Entities Human Services: Human Service Organizations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_27-0700459_NEWROOTSINC_03292011_01.tif

Form 990-N (e-Postcard)

Organization Name NEW ROOTS
EIN 27-0700459
Tax Year 2013
Beginning of tax period 2013-01-01
End of tax period 2013-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 4421, Louisville, KY, 40204, US
Principal Officer's Name Karyn Moskowitz
Principal Officer's Address 1510 E Breckenridge St, Louisville, KY, 40204, US
Website URL www.newrootsproduce.org
Organization Name NEW ROOTS
EIN 27-0700459
Tax Year 2012
Beginning of tax period 2012-01-01
End of tax period 2012-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 4421, Louisville, KY, 40204, US
Principal Officer's Name Kelly Wilkinson
Principal Officer's Address 1018 Charles St, Louisville, KY, 40204, US
Website URL www.newrootsproduce.org
Organization Name NEW ROOTS
EIN 27-0700459
Tax Year 2011
Beginning of tax period 2011-01-01
End of tax period 2011-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 4421, Louisville, KY, 402044421, US
Principal Officer's Name Andy Wolak
Principal Officer's Address 608 Edna Rd, Louisville, KY, 40206, US
Website URL http://www.newrootsproduce.org/

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name NEW ROOTS INC
EIN 27-0700459
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name NEW ROOTS INC
EIN 27-0700459
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name NEW ROOTSINC
EIN 27-0700459
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name NEW ROOTSINC
EIN 27-0700459
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name NEW ROOTS INC
EIN 27-0700459
Tax Period 201812
Filing Type P
Return Type 990
File View File
Organization Name NEW ROOTS INC
EIN 27-0700459
Tax Period 201612
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2181678501 2021-02-20 0457 PPS 1800 Portland Ave, Louisville, KY, 40203-1060
Loan Status Date 2021-10-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22800
Loan Approval Amount (current) 22800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40203-1060
Project Congressional District KY-03
Number of Employees 3
NAICS code 445230
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 22929.83
Forgiveness Paid Date 2021-09-17
3067267109 2020-04-11 0457 PPP 1800 PORTLAND AVE, LOUISVILLE, KY, 40203-1060
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21200
Loan Approval Amount (current) 21200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40203-1060
Project Congressional District KY-03
Number of Employees 3
NAICS code 445230
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21393.16
Forgiveness Paid Date 2021-03-16

Sources: Kentucky Secretary of State