Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 44.9% of source-year revenue.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Up$116,795
Up $51,565 (+79%) from 2017
Net Assets
Up$115,995
Up $50,849 (+78%) from 2017
Liabilities
Up$800
Up $716 (+852%) from 2017
Revenue And Expenses
Revenue
Up$174,931
Up $29,820 (+21%) from 2017
Expenses
Down$124,082
Down $369 (-0.3%) from 2017
Net Income
Up$50,849
Up $30,189 (+146%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Nov 5, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $174,931
Mission and Program Overview
Mission
Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.
Program Services
| 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 the training and mentorship needed to successfully plan and execute community service projects of their own design, Upward Roots helps young people develop into emerging leaders, while also improving self-confidence, academic progress, personal development and civic attitudes. | $92,393 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Elizabeth Knight | Executive Director | FT | $78,497 | - | $78,497 |
| Carter Hemming | Board Chair | - | $0 | - | - |
| Drew DeWalt | Vice Chair | - | $0 | - | - |
| Lisa Parks | Treasurer | - | $0 | - | - |
| Jacqueline Perl | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Upward Roots Inc
- EIN
- 45-2981640
- Phone
- 5104884490
- Address
- 270 Grand Ave Suite 1, Oakland, CA 94610
Signing Officer
- Name
- Lisa Parks
- Title
- Treasurer
- Signed
- 2018-11-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Iryna Ac
- Address
- 1000 Broadway 200-G, Oakland, CA 94607
- Preparer
- Iryna Oreshkova CPA
- Phone
- 5104679506
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $211”
Other Expenses.1003
“Information Technology $3253”
Other Expenses.1005
“Travel $139”
Other Expenses.1012
“Insurance $3341”
Other Expenses.1
“Youth Roots Program $13773”
Other Expenses.2
“Payroll Processing Fees $2159”
Other Expenses.3
“Bank & Financial Fees $507”
Other Expenses.4
“Dues, Fees & Other Charges $340”
Other Expenses.5
“Security & Background Checks $224”
Other Expenses.6
“Event Expenses $185”
Other Expenses.9
“Business Registration Fees $125”
Other Expenses.10
“Website, Social Networking $96”
Other Expenses.11
“Supplies $15”
Other Assets.1006
“Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $4140”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $84 Accounts Payable and Accrued Expenses - Ending $800”
Raw XML Appendix179 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5104884490 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Oakland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 65230 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 112655 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 152725 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 50849 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1055 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 65230 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 116795 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 174931 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 66 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 65146 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 115995 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 65146 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 115995 |
| 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/CompensationAmt | 0 | 78497 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Elizabeth Knight |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Carter Hemming |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Drew DeWalt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Lisa Parks |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jacqueline Perl |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Dir. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Board Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4140 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 24368 |
| 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/PrintingPublicationsPostageAmt | 0 | 287 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 22140 |
| 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 the training and mentorship needed to successfully plan and execute community service projects of their own design, Upward Roots helps young people develop into emerging leaders, while also improving self-confidence, academic progress, personal development and civic attitudes. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 92393 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 98372 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 84 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 800 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 124082 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 92393 |
| IRS990EZ/TotalRevenueAmt | 0 | 174931 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.upwardroots.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 152725 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 144910 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 124472 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 71770 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 68917 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 562794 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 66 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 26 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 43 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 207 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 46480 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.59920 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.57570 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 349905 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 212889 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 152725 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 144910 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 124472 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 71770 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 68917 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 562794 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 583931 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt | 0 | 175 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 20755 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 20930 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $211 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Information Technology $3253 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $139 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $3341 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Youth Roots Program $13773 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Payroll Processing Fees $2159 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Bank & Financial Fees $507 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Dues, Fees & Other Charges $340 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Security & Background Checks $224 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Event Expenses $185 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Business Registration Fees $125 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Website, Social Networking $96 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Supplies $15 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $4140 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Payable and Accrued Expenses - Beginning $84 Accounts Payable and Accrued Expenses - Ending $800 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| 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 Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1006 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lisa Parks |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-05 |
| 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 | 270 Grand Ave Suite 1 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oakland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94610 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 204994635 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | IRYNA AC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1000 Broadway 200-G |
| 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 | Iryna Oreshkova CPA |
| ReturnHeader/ReturnTs | 0 | 2018-11-08T19:50:12-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $116,795
- Liabilities
- $800
- Net assets
- $115,995
- Revenue
- $174,931
- Expenses
- $124,082
- Net income
- $50,849