Civic Intelligence

Upward Roots Inc.

990EZ • Fiscal year 2019 • EIN 45-2981640

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

270 Grand Ave Suite 1Oakland, CA 94610

(510) 488-4490

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$77,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 41.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$177,284

Up $60,489 (+52%) from 2018

Net Assets

Up

$173,319

Up $57,324 (+49%) from 2018

Liabilities

Up

$3,965

Up $3,165 (+396%) from 2018

Revenue

Up

$186,239

Up $11,308 (+6.5%) from 2018

Expenses

Up

$128,915

Up $4,833 (+3.9%) from 2018

Net Income

Up

$57,324

Up $6,475 (+13%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $17,832Liabilities 2011: $2252011Assets 2012: $43,647Liabilities 2012: $1,4552012Assets 2013: $43,647Liabilities 2013: $1,4552013Assets 2014: $64,175Liabilities 2014: $1,1302014Assets 2015: $40,388Liabilities 2015: $2142015Assets 2016: $45,551Liabilities 2016: $1,8152016Assets 2017: $65,230Liabilities 2017: $84Net Assets 2017: $65,1462017Assets 2018: $116,795Liabilities 2018: $800Net Assets 2018: $115,9952018Assets 2019: $177,284Liabilities 2019: $3,965Net Assets 2019: $173,3192019Assets 2020: $214,406Liabilities 2020: $17,727Net Assets 2020: $196,6792020Assets 2021: $229,932Liabilities 2021: $21,978Net Assets 2021: $207,9542021Assets 2022: $190,828Liabilities 2022: $3,163Net Assets 2022: $187,6652022Assets 2023: $185,905Liabilities 2023: $3,164Net Assets 2023: $182,7412023Assets 2024: $208,571Liabilities 2024: $4,269Net Assets 2024: $204,3022024Assets 2025: $212,484Liabilities 2025: $5,933Net Assets 2025: $206,5512025

Highlighted filing

2019

Assets$177,284
Liabilities$3,965
Net Assets$173,319

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $9,924Expenses 2011: $17,717Net Income 2011: -$7,7932011Revenue 2012: $67,178Expenses 2012: $42,593Net Income 2012: $24,5852012Revenue 2013: $67,178Expenses 2013: $42,593Net Income 2013: $24,5852013Revenue 2014: $69,160Expenses 2014: $48,258Net Income 2014: $20,9022014Revenue 2015: $75,305Expenses 2015: $98,295Net Income 2015: -$22,9902015Revenue 2016: $147,221Expenses 2016: $143,659Net Income 2016: $3,5622016Revenue 2017: $145,111Expenses 2017: $124,451Net Income 2017: $20,6602017Revenue 2018: $174,931Expenses 2018: $124,082Net Income 2018: $50,8492018Revenue 2019: $186,239Expenses 2019: $128,915Net Income 2019: $57,3242019Revenue 2020: $144,002Expenses 2020: $120,642Net Income 2020: $23,3602020Revenue 2021: $149,273Expenses 2021: $137,998Net Income 2021: $11,2752021Revenue 2022: $213,428Expenses 2022: $233,717Net Income 2022: -$20,2892022Revenue 2023: $185,460Expenses 2023: $190,384Net Income 2023: -$4,9242023Revenue 2024: $181,177Expenses 2024: $159,616Net Income 2024: $21,5612024Revenue 2025: $166,630Expenses 2025: $164,381Net Income 2025: $2,2492025

Highlighted filing

2019

Revenue$186,239
Expenses$128,915
Net Income$57,324
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$186,239
Mission and Program Overview

Mission

Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.

Program Services

DescriptionGrantsExpenses
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.$97,987-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth KnightExecutive DirectorFT$77,000-$77,000
Drew DeWaltBoard Chair-$0--
Jacqueline PerlSecretary-$0--
Lisa ParksTreasurer-$0--
Andrea LynnAt-Large-$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
2019-11-12
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 $198

Other Expenses.1003

Information Technology $1177

Other Expenses.1005

Travel $222

Other Expenses.1012

Insurance $2728

Other Expenses.1

Youth Roots Program $14039

Other Expenses.2

Dues, Fees & Other Charges $2361

Other Expenses.3

Payroll Processing Fees $1709

Other Expenses.4

Event Expenses $1178

Other Expenses.7

Supplies $58

Other Assets.1006

Pledges and Grants Receivable - Beginning $4140 Pledges and Grants Receivable - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $800 Accounts Payable and Accrued Expenses - Ending $3965

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Youth Roots Program $14039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues, Fees & Other Charges $2361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll Processing Fees $1709
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/ReturnTs02019-11-12T18:57:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.12$0.06$2.07$1.67$1.64$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.04$2.04$1.81$1.60$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.03$1.83$1.85$1.90$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.88$2.13$2.34$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.22$2.08$1.49$1.38$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.18$1.97$1.44$1.21$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.04$1.73$1.86$1.29$0.57
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$1.75$1.24$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.45$1.24$0.21
2016Summary only. Only limited summary data is available for this year.$0.46$0.02$1.47$1.44$0.04
2015Summary only. Only limited summary data is available for this year.$0.40$0.00$0.75$0.98$0.23
2014Summary only. Only limited summary data is available for this year.$0.64$0.01$0.69$0.48$0.21
2013Summary only. Only limited summary data is available for this year.$0.44$0.01$0.67$0.43$0.25
2012Summary only. Only limited summary data is available for this year.$0.44$0.01$0.67$0.43$0.25
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.10$0.18$0.08