Civic Intelligence

Roots & Branches Conservancy

990 • Fiscal year 2021 • EIN 47-1113611

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 20, 2022

Organization Profilesoundsummit.net/roots-and-branches
PO Box 180Mill Valley, CA 94941

(415) 497-6084

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

41st percentile

7.1%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

97th percentile

286%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

5345%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$55,024

Up $40,778 (+286%) from 2020

Net Assets

Up

$55,024

Up $40,778 (+286%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin41st percentile

Revenue

Up

$573,537

Up $563,004 (+5345%) from 2020

Expenses

Up

$532,759

Up $524,104 (+6056%) from 2020

Net Income

Up

$40,778

Up $38,900 (+2071%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$400K$300K$200K$100K$0Assets 2015: $55,140Liabilities 2015: $1,500Net Assets 2015: $53,6402015Assets 2016: $264,900Liabilities 2016: $30,000Net Assets 2016: $234,9002016Assets 2017: $350,866Liabilities 2017: $0Net Assets 2017: $350,8662017Assets 2018: $174,101Liabilities 2018: $0Net Assets 2018: $174,1012018Assets 2019: $172,368Liabilities 2019: $160,000Net Assets 2019: $12,3682019Assets 2020: $14,246Liabilities 2020: $0Net Assets 2020: $14,2462020Assets 2021: $55,024Liabilities 2021: $0Net Assets 2021: $55,0242021Assets 2022: $7,750Liabilities 2022: $0Net Assets 2022: $7,7502022Assets 2023: $10,922Liabilities 2023: $0Net Assets 2023: $10,9222023Assets 2024: $74,123Liabilities 2024: $0Net Assets 2024: $74,1232024

Highlighted filing

2021

Assets$55,024
Liabilities$0
Net Assets$55,024
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $101,000Expenses 2015: $47,360Net Income 2015: $53,6402015Revenue 2016: $672,641Expenses 2016: $491,381Net Income 2016: $181,2602016Revenue 2017: $807,069Expenses 2017: $597,918Net Income 2017: $209,1512017Revenue 2018: $441,550Expenses 2018: $618,352Net Income 2018: -$176,8022018Revenue 2019: $11,232Expenses 2019: $175,190Net Income 2019: -$163,9582019Revenue 2020: $10,533Expenses 2020: $8,655Net Income 2020: $1,8782020Revenue 2021: $573,537Expenses 2021: $532,759Net Income 2021: $40,7782021Revenue 2022: $527,913Expenses 2022: $575,187Net Income 2022: -$47,2742022Revenue 2023: $660,441Expenses 2023: $657,269Net Income 2023: $3,1722023Revenue 2024: $677,292Expenses 2024: $614,091Net Income 2024: $63,2012024

Highlighted filing

2021

Revenue$573,537
Expenses$532,759
Net Income$40,778
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 20, 2022
Return Version
2021v4.2
Gross Receipts
$577,599
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,246$55,024▲ $40,778
Total Assets$14,246$55,024▲ $40,778
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,246$55,024▲ $40,778
Total Net Assets Fund Balance$14,246$55,024▲ $40,778
Total Liabilities and Net Assets / Fund Balance$14,246$55,024▲ $40,778
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Michael NashPresident
Jacqueline SabecBoard Member
Stephen GoldblattBoard Member
Geoffrey StrawbridgeSecretary
Jon LuiniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,832
Program Service Revenue
$467,718
Investment Income
$0
Other Revenue
$3,987
All Other Contributions
$96,832
Change in Net Assets
$40,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,759
Grants and Similar Amounts Paid$25,000
Total Fundraising Expense$1,123
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$490,356--$490,356
Grants to Domestic Orgs$25,000--$25,000
Office Expenses$6,425--$6,425
Insurance$5,489--$5,489
Advertising$1,261--$1,261
Fees for Services Accounting$1,110--$1,110
Conferences and Meetings-$689-$689
Other Expenses$499-$1,123$499
Fees for Services Other$109--$109
Total Functional Expenses$530,947$689$1,123$532,759
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CA Dept of Parks & RecSacramento, CA-See Part IV$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“The governing body reviews the 990 before it is filed.”

Conflict of interest policy compliance Part VI line 12C

“Members queried regularly as to any potential conflicts around any and all of ouractivities, programming, and grantmaking.”

Governing documents etc available to public Part VI line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Roots & Branches Conservancy
EIN
47-1113611
Address
PO Box 180, Mill Valley, CA 94941

Signing Officer

Name
Michael Nash
Title
President
Phone
4154976084
Signed
2022-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Nash
Formed
2014
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Eva T Holm CPA
Address
26 Jordan Ave, San Anselmo, CA 94960
Preparer
Eva T Holm CPA
Phone
4152970752
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Total $1,256Postage $103Production $72Network for Good Fees $1,081”

General explanation attachment

“Form 990 Part I Line 1ROOTS & BRANCHES CONSERVANCY IS A SAN FRANCISCO BAY AREA-BASED NON-PROFITORGANIZATION DEDICATED TO THE CONSERVATION OF NATURAL RESOURCES, BOTH PHYSICAL ANDCULTURAL. THE BROAD ARC OF OUR EFFORTS RANGES FROM REGIONAL ENVIRONMENTAL ANDEDUCATIONAL WORK TO THE PRESERVATION AND EVOLUTION OF ARTISTIC CULTURAL TRADITIONS MUSICAL, NARRATIVE, AND BEYOND. WHEREVER POSSIBLE, WE AIM TO CREATE INTERSECTIONSBETWEEN THE ENVIRONMENT AND THE ARTS TO THEIR MUTUAL BENEFIT. Form 990 Part III Line 1ROOTS & BRANCHES CONSERVANCY IS A SAN FRANCISCO BAY AREA-BASED NON-PROFITORGANIZATION DEDICATED TO THE CONSERVATION OF NATURAL RESOURCES, BOTH PHYSICAL ANDCULTURAL. THE BROAD ARC OF OUR EFFORTS RANGES FROM REGIONAL ENVIRONMENTAL ANDEDUCATIONAL WORK TO THE PRESERVATION AND EVOLUTION OF ARTISTIC CULTURAL TRADITIONS MUSICAL, NARRATIVE, AND BEYOND. WHEREVER POSSIBLE, WE AIM TO CREATE INTERSECTIONSBETWEEN THE ENVIRONMENT AND THE ARTS TO THEIR MUTUAL BENEFIT.”

Raw XML Appendix351 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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IRS990ScheduleI/RecipientTable/RecipientEIN0941707583
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 942896
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sacramento
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Annual or semi-annual meetings with the California State Parks District Superintendent to discuss annual needs that align with our non-profits mission.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Purpose of GrantOngoing restoration projects, visitor services, and equipment.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS QUERIED REGULARLY AS TO ANY POTENTIAL CONFLICTS AROUND ANY AND ALL OF OURACTIVITIES, PROGRAMMING, AND GRANTMAKING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Total $1,256Postage $103Production $72Network for Good Fees $1,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 Part I Line 1ROOTS & BRANCHES CONSERVANCY IS A SAN FRANCISCO BAY AREA-BASED NON-PROFITORGANIZATION DEDICATED TO THE CONSERVATION OF NATURAL RESOURCES, BOTH PHYSICAL ANDCULTURAL. THE BROAD ARC OF OUR EFFORTS RANGES FROM REGIONAL ENVIRONMENTAL ANDEDUCATIONAL WORK TO THE PRESERVATION AND EVOLUTION OF ARTISTIC CULTURAL TRADITIONS MUSICAL, NARRATIVE, AND BEYOND. WHEREVER POSSIBLE, WE AIM TO CREATE INTERSECTIONSBETWEEN THE ENVIRONMENT AND THE ARTS TO THEIR MUTUAL BENEFIT. Form 990 Part III Line 1ROOTS & BRANCHES CONSERVANCY IS A SAN FRANCISCO BAY AREA-BASED NON-PROFITORGANIZATION DEDICATED TO THE CONSERVATION OF NATURAL RESOURCES, BOTH PHYSICAL ANDCULTURAL. THE BROAD ARC OF OUR EFFORTS RANGES FROM REGIONAL ENVIRONMENTAL ANDEDUCATIONAL WORK TO THE PRESERVATION AND EVOLUTION OF ARTISTIC CULTURAL TRADITIONS MUSICAL, NARRATIVE, AND BEYOND. WHEREVER POSSIBLE, WE AIM TO CREATE INTERSECTIONSBETWEEN THE ENVIRONMENT AND THE ARTS TO THEIR MUTUAL BENEFIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Nash
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ReturnHeader/ReturnTs02022-11-20T14:11:58-05:00
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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,024
Liabilities
$0
Net assets
$55,024
Revenue
$573,537
Expenses
$532,759
Net income
$40,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$6.77$6.14$0.63
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$6.60$6.57$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$5.28$5.75$0.47
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$5.74$5.33$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.11$0.09$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.60$0.12$0.11$1.75$1.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$4.42$6.18$1.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$8.07$5.98$2.09
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.30$2.35$6.73$4.91$1.81
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.54$1.01$0.47$0.54