Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.08x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
96th percentile
Higher top officer pay than 96% of similar nonprofits.
Top officer pay equals 48.7% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Balance Sheet
Assets
Up$214,406
Up $37,122 (+21%) from 2019
Net Assets
Up$196,679
Up $23,360 (+13%) from 2019
Liabilities
Up$17,727
Up $13,762 (+347%) from 2019
Revenue And Expenses
Revenue
Down$144,002
Down $42,237 (-23%) from 2019
Expenses
Down$120,642
Down $8,273 (-6.4%) from 2019
Net Income
Down$23,360
Down $33,964 (-59%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- May 4, 2021
- Return Version
- 2019v5.0
- Gross Receipts
- $144,002
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. | $96,957 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Elizabeth Knight | Executive Director | PT | $70,188 | - | $70,188 |
| Drew DeWalt | Board Chair | - | $0 | - | - |
| Jacquelin C Perl | Secretary | - | $0 | - | - |
| Lisa Parks | Treasurer | - | $0 | - | - |
| Andrea Lynn | At-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
- 2021-05-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Iryna Ac
- Address
- 1000 Broadway 200-G, Oakland, CA 94607
- Preparer
- Kostyantyn Oreshkov EA
- Phone
- 5104679506
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $96”
Other Expenses.1002
“Office Expenses $1158”
Other Expenses.1003
“Information Technology $1386”
Other Expenses.1005
“Travel $1116”
Other Expenses.1007
“Conferences, Conventions, and Meetings $748”
Other Expenses.1012
“Insurance $3663”
Other Expenses.1
“Supplies $7122”
Other Expenses.2
“Dues, Fees & Other Charges $403”
Other Assets.1005
“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $7831”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $3965 Accounts Payable and Accrued Expenses - Ending $1028”
Total Liabilities.1008
“Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $16699”
Raw XML Appendix178 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.
| Path | # | Value |
|---|---|---|
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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 |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94610 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 177284 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 206575 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 115939 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23360 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4610 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 177284 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 214406 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 144002 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 313 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 173319 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 196679 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 173319 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 196679 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 30.00 |
| 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 | 70188 |
| 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 | Drew DeWalt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jacquelin C Perl |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Lisa Parks |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Andrea Lynn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Dir. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Board Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | At-Large |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7831 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 15692 |
| 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 | 27750 |
| 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 | 96957 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 100340 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3965 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 17727 |
| 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 | 120642 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 96957 |
| IRS990EZ/TotalRevenueAmt | 0 | 144002 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.upwardroots.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 115939 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 172916 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 152725 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 144910 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 124472 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 710962 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 313 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 323 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 66 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 26 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 33 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 761 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 87230 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.66330 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.63730 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 485993 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 224969 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 115939 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 172916 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 152725 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 144910 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 124472 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 710962 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 732653 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 175 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20755 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 20930 |
| 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 | Advertising and Promotion $96 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $1158 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $1386 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Travel $1116 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $748 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $3663 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Supplies $7122 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Dues, Fees & Other Charges $403 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Accounts Receivable - Beginning $0 Accounts Receivable - Ending $7831 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts Payable and Accrued Expenses - Beginning $3965 Accounts Payable and Accrued Expenses - Ending $1028 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $16699 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1008 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lisa Parks |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-04 |
| 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 | Kostyantyn Oreshkov EA |
| ReturnHeader/ReturnTs | 0 | 2021-05-10T20:04:40-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $214,406
- Liabilities
- $17,727
- Net assets
- $196,679
- Revenue
- $144,002
- Expenses
- $120,642
- Net income
- $23,360