Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
EIN 45-2981640 • 501(c)3 • Oakland, CA
Profile
Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
50th percentile
Higher net margin than 50% of similar nonprofits.
Top Officer Pay
100th percentile
Higher top officer pay than 100% of similar nonprofits.
Top officer pay equals 56.4% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Assets
Up$212,484
Up $3,913 (+1.9%) from 2024
Liabilities
Up$5,933
Up $1,664 (+39%) from 2024
Net Assets
Up$206,551
Up $2,249 (+1.1%) from 2024
Revenue
Down$166,630
Down $14,547 (-8.0%) from 2024
Expenses
Up$164,381
Up $4,765 (+3.0%) from 2024
Net Income
Down$2,249
Down $19,312 (-90%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.
| Description | Grants | Expenses |
|---|---|---|
| Founded in 2010, Upward Roots engages youth in a dynamic curriculum based on education, leadership, and service learning,promoting the idea that each and every young person can be a positive changemaker within their community. By providing thesupport needed to successfully plan and execute community service projects of their own design, Upward Rootshelps young people develop into emerging leaders, while also improving self-confidence, academic progress, personal developmentand civic attitudes.In our programs, community service is a youth-led, experiential learning process, where youth identify needs that they are passionateabout and design service solutions to address those needs. When we let youth lead, positive change happens. UR partners withOakland Title 1 public elementary and middle schools where over 90% of URs changemakers are eligible for free or reduced-price lunch. Over the course of 10-12 afterschool sessions in a semester, participants engage in URs dynamic curriculum. The program is designed to provide the space and structure for participants to grow personally and act collectively to create positive change through planning and leading a community service project to address a need that they are passionate about impacting. | - | $121,915 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Elizabeth Knight | Executive Director | FT | $94,000 | - | $94,000 |
| Anthony Rodriguez | Board Chair | - | $0 | - | - |
| Andrea Lynn | Treasurer | - | $0 | - | - |
| Jacquelyn Perl | Secretary | - | $0 | - | - |
| Drew DeWalt | At Large | - | $0 | - | - |
| Francis Ortman | At Large | - | $0 | - | - |
“Office Expenses $3272”
“Information Technology $2706”
“Travel $2036”
“Insurance $7518”
“Event Expenses $9780”
“Program Supplies $6940”
“Dues and other charges $1038”
“Pledges and Grants Receivable - Beginning $49000 Pledges and Grants Receivable - Ending $0”
“Accounts Payable and Accrued Expenses - Beginning $4269 Accounts Payable and Accrued Expenses - Ending $5933”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Elizabeth Knight |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5104884490 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2744 E 11th St STE H03B-6 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Oakland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 159571 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 212484 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 120833 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2249 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7344 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 208571 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 212484 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 166630 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 347 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 204302 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 206551 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 204302 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 206551 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 974 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 94000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Elizabeth Knight |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Anthony Rodriguez |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Andrea Lynn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jacquelyn Perl |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Drew DeWalt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Francis Ortman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Dir. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Board Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | At Large |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | At Large |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 49000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 33290 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 45450 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Founded in 2010, Upward Roots engages youth in a dynamic curriculum based on education, leadership, and service learning,promoting the idea that each and every young person can be a positive changemaker within their community. By providing thesupport needed to successfully plan and execute community service projects of their own design, Upward Rootshelps young people develop into emerging leaders, while also improving self-confidence, academic progress, personal developmentand civic attitudes.In our programs, community service is a youth-led, experiential learning process, where youth identify needs that they are passionateabout and design service solutions to address those needs. When we let youth lead, positive change happens. UR partners withOakland Title 1 public elementary and middle schools where over 90% of URs changemakers are eligible for free or reduced-price lunch. Over the course of 10-12 afterschool sessions in a semester, participants engage in URs dynamic curriculum. The program is designed to provide the space and structure for participants to grow personally and act collectively to create positive change through planning and leading a community service project to address a need that they are passionate about impacting. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 121915 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 122773 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4269 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5933 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 164381 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 121915 |
| IRS990EZ/TotalRevenueAmt | 0 | 166630 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.upwardroots.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 120833 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 129420 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 143961 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 178277 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 133902 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 706393 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 347 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 307 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 249 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 163 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 246 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1312 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 187915 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.72770 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.76100 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 515025 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 191368 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 120833 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 129420 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 143961 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 178277 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 133902 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 706393 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 707705 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $3272 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Information Technology $2706 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $2036 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $7518 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Event Expenses $9780 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Program Supplies $6940 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Dues and other charges $1038 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Pledges and Grants Receivable - Beginning $49000 Pledges and Grants Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts Payable and Accrued Expenses - Beginning $4269 Accounts Payable and Accrued Expenses - Ending $5933 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Assets.1006 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Andrea Lynn |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Upward Roots Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPWA |
| ReturnHeader/Filer/EIN | 0 | 452981640 |
| ReturnHeader/Filer/PhoneNum | 0 | 5104884490 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2744 E 11th St STE H03B-6 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oakland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94601 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 204994635 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Iryna AC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1000 Broadway Ste 200-C |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Oakland |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94607 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5104679506 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kostyantyn Oreshkov EA |
| ReturnHeader/ReturnTs | 0 | 2025-11-11T11:02:24-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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