Civic Intelligence

Root & Rebound

990 • Fiscal year 2016 • EIN 46-3876220

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2018

1730 Franklin Street 300Oakland, CA 94612

(510) 279-4662

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$59,587

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

98th percentile

379%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

96%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$316,407

Up $250,341 (+379%) from 2015

Net Assets

Up

$299,086

Up $233,670 (+357%) from 2015

Liabilities

Up

$17,321

Up $16,671 (+2565%) from 2015

Revenue

Up

$967,914

Up $472,885 (+96%) from 2015

Expenses

Up

$733,792

Up $192,447 (+36%) from 2015

Net Income

Up

$234,122

Up $280,438 (+605%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $104,973Liabilities 2014: $12,395Net Assets 2014: $92,5782014Assets 2015: $66,066Liabilities 2015: $650Net Assets 2015: $65,4162015Assets 2016: $316,407Liabilities 2016: $17,321Net Assets 2016: $299,0862016Assets 2017: $535,128Liabilities 2017: $17,752Net Assets 2017: $517,3762017Assets 2018: $1,221,016Liabilities 2018: $19,362Net Assets 2018: $1,201,6542018Assets 2019: $1,818,939Liabilities 2019: $217,331Net Assets 2019: $1,601,6082019Assets 2020: $2,143,006Liabilities 2020: $388,089Net Assets 2020: $1,754,9172020Assets 2021: $3,308,423Liabilities 2021: $632,817Net Assets 2021: $2,675,6062021Assets 2022: $2,267,022Liabilities 2022: $276,187Net Assets 2022: $1,990,8352022Assets 2023: $2,116,410Liabilities 2023: $362,729Net Assets 2023: $1,753,6812023

Highlighted filing

2016

Assets$316,407
Liabilities$17,321
Net Assets$299,086

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $303,532Expenses 2014: $236,142Net Income 2014: $67,3902014Revenue 2015: $495,029Expenses 2015: $541,345Net Income 2015: -$46,3162015Revenue 2016: $967,914Expenses 2016: $733,792Net Income 2016: $234,1222016Revenue 2017: $1,190,732Expenses 2017: $972,442Net Income 2017: $218,2902017Revenue 2018: $1,645,941Expenses 2018: $1,561,663Net Income 2018: $84,2782018Revenue 2019: $2,885,256Expenses 2019: $2,478,702Net Income 2019: $406,5542019Revenue 2020: $3,379,351Expenses 2020: $3,226,042Net Income 2020: $153,3092020Revenue 2021: $5,036,713Expenses 2021: $4,116,024Net Income 2021: $920,6892021Revenue 2022: $4,317,467Expenses 2022: $5,002,238Net Income 2022: -$684,7712022Revenue 2023: $3,889,803Expenses 2023: $4,126,957Net Income 2023: -$237,1542023

Highlighted filing

2016

Revenue$967,914
Expenses$733,792
Net Income$234,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2018
Return Version
2016v3.0
Gross Receipts
$967,914
Mission and Program Overview

Mission

To increase access to justice and opportunity for people in re-entry from prison and jail, and to educate and empower those who support them, fundamentally advancing and strengthening the re-entry infrastructure across the state of california.

To increase access to justice and opportunity for people in re-entry from prison and jail.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,191$308,254▲ $245,063
Land, Buildings, and Equipment, Net$0$6,729▲ $6,729
Accounts Receivable$2,875$1,424▼ $1,451
Total Assets$66,066$316,407▲ $250,341
Liabilities
Accounts Payable and Accrued Expenses$650$17,321▲ $16,671
Total Liabilities$650$17,321▲ $16,671
Net Assets / Fund Balance
Unrestricted Net Assets$65,416$299,086▲ $233,670
Total Net Assets Fund Balance$65,416$299,086▲ $233,670
Total Liabilities and Net Assets / Fund Balance$66,066$316,407▲ $250,341

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,729$1,121$7,850
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sonja TonnesenDirectorFT$59,587$59,587
Aiasha KhalidDirectorFT$50,287$50,287
Katherine KatcherExecutive DirectorFT$47,500$47,500

Board Members and Trustees

NameTitle
Abby AbinantiDirector
Janet LebanDirector
Jody LewenDirector
Laurie PariseDirector
Loren LewallenDirector
Martha ToddDirector
Sacha StenbergerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$903,971
Program Service Revenue
$25,858
Investment Income
$0
Other Revenue
$38,085
All Other Contributions
$903,971
Change in Net Assets
$234,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$387,134
Other Expenses$346,658
Total Fundraising Expense$73,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$130,443$19,266$25,041$174,750
Current Officers, Directors, Trustees, and Key Employees$117,472$17,351$22,551$157,374
Fees for Services Other$45,860$1,530$1,989$49,379
Occupancy$34,162$5,098$6,626$45,886
Payroll Taxes$20,799$3,104$4,034$27,937
Other Employee Benefits$20,156$3,008$3,909$27,073
Travel$23,558--$23,558
Office Expenses$15,394$2,297$2,987$20,678
Insurance$10,948$1,634$2,123$14,705
Other Expenses$15,185$1,712$2,675$2,675
All Other Expenses$208$760$40$1,008
Information Technology$654$97$127$878
Total Functional Expenses$604,056$55,857$73,879$733,792
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,015
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

The founder/executive director and the treasurer of the organization are legally married.

Form 990, Part VI, Section B, line 11B

The board was given a copy of the form 990 for review on a per item basis and approve the form 990 before filing with the irs.

Form 990, Part VI, Section B, line 12C

The organization has an hr attorney who regularly ensures compliance of the policy.

Form 990, Part VI, Section B, line 15

The compensation is determined by market research and reviewed by the board.

Form 990, Part VI, Section C, line 19

The documents will be available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Root & Rebound
EIN
46-3876220
Phone
5102794662
Address
1730 Franklin Street 300, Oakland, CA 94612

Signing Officer

Name
Katherine Katcher
Title
Executive Director
Phone
5102794662
Signed
2018-11-08

Organization Details

Principal Officer
Katherine Katcher
Formed
2013
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
12
Volunteers
28

Preparer

Firm
ScrubbedNet LLC
Address
38 Keyes Avenue, San Francisco, CA 94129
Preparer
Isagani Ferdinand Laguisma
Phone
4159942036
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IRS990/Desc0See Schedule O.ROADMAP TO REENTRY GUIDE & TRAININGS: CONDUCTS TRAININGS ACROSS CALIFORNIA THAT TEACH COMMUNITIES MOST IMPACTED BY INCARCERATION HOW TO SUCCESSFULLY NAVIGATE REENTRY. THE TRAININGS ARE INTENDED FOR A WIDE AUDIENCE, INCLUDING PEOPLE IN REENTRY AND THOSE WHO SUPPORT THEM: COMMUNITY SERVICE PROVIDERS, ADVOCATES, EDUCATORS, COMMUNITY SUPERVISION OFFICERS, FAMILY AND FRIENDS. IN 2016, ROOT & REBOUND TRAINED OVER 1,500 SERVICE PROVIDERS, FAMILY MEMBERS ON THE LEGAL BARRIERS POST INCARCERATION. ROOT & REBOUND ALSO TRAINED OVER 1,960 MEN AND WOMEN CURRENTLY INCARCERATED THROUGHOUT CALIFORNIA. IN ADDITION TO THIS DIRECT SERVICE, ROOT & REBOUND ALSO REACHED OVER 2000 CURRENTLY INCARCERATED PEOPLE THROUGH OUR HOTLINE SERVICE. ROOT & REBOUND IS THE ONLY LEGAL REENTRY ORGANIZATION THAT ACCEPTS COLLECT CALLS FROM JAILS AND PRISONS. ROADMAP TO REENTRY LEGAL GUIDE: PROVIDE LEGAL INFORMATION, ADVICE, REFERRALS AND WHERE APPROPRIATE, REPRESENTATION TO PEOPLE IN RE-ENTRY. ASSISTS CLIENTS ON CRITICAL MATTERS SUCH AS PAROLE AND PROBATION ISSUES, FAMILY LAW, HOUSING, EMPLOYMENT AND PUBLIC BENEFITS. MAJOR GAPS AND UNMET NEEDS IN RE-ENTRY AND BEST PRACTICES FOR STARTING A RE-ENTRY PROGRAM. ROOT & REBOUND GUIDE FOR CALIFORNIA EMPLOYERS: HIRING PEOPLE WITH CRIMINAL RECORDS. IN 2016 R&R SHIPPED 32,000 LEGAL GUIDES TO THE MEN & WOMEN IN REENTRY. WE ALSO CREATED A FAMILY & CHILDREN TOOLKIT FOR BOTH PEOPLE IN REENTRY & ONE FOR THOSE SUPPORTING THEM.
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0494301
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0240511
IRS990/PYOtherRevenueAmt0728
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-46316
IRS990/PYSalariesCompEmpBnftPaidAmt0300834
IRS990/PYTotalExpensesAmt0541345
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0495029
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0234122
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0903971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0495029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0303532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01702532
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01702532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0903971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0495029
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0303532
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01702532
IRS990ScheduleA/TotalSupportAmt01702532
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06729
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01121
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07850
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06729
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDER/EXECUTIVE DIRECTOR AND THE TREASURER OF THE ORGANIZATION ARE LEGALLY MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD WAS GIVEN A COPY OF THE FORM 990 FOR REVIEW ON A PER ITEM BASIS AND APPROVE THE FORM 990 BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS AN HR ATTORNEY WHO REGULARLY ENSURES COMPLIANCE OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION IS DETERMINED BY MARKET RESEARCH AND REVIEWED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS WILL BE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt066066
IRS990/TotalAssetsEOYAmt0316407
IRS990/TotalAssetsGrp/BOYAmt066066
IRS990/TotalAssetsGrp/EOYAmt0316407
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0903971
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt073879
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055857
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0604056
IRS990/TotalFunctionalExpensesGrp/TotalAmt0733792
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0650
IRS990/TotalLiabilitiesEOYAmt017321
IRS990/TotalLiabilitiesGrp/BOYAmt0650
IRS990/TotalLiabilitiesGrp/EOYAmt017321
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt065416
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0299086
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0604056
IRS990/TotalProgramServiceRevenueAmt025858
IRS990/TotalReportableCompFromOrgAmt0157374
IRS990/TotalRevenueGrp/ExclusionAmt038015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025928
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0967914
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0316407
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt023558
IRS990/TravelGrp/TotalAmt023558
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt065416
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0299086
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt054 El Camino Real
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094708
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.rootandrebound.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Katcher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05102794662
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Root & Rebound
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0463876220
ReturnHeader/Filer/PhoneNum05102794662
ReturnHeader/Filer/USAddress/AddressLine1Txt01730 Franklin Street 300
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA75FFC11945AFBA30A5E04CD8B11354418BEEE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA75FFC11945AFBA30A5E04CD8B11354418BEEE7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.243.143.231
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:40:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454572670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ScrubbedNet LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038 Keyes Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco

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