Civic Intelligence

Roots & Branches Conservancy

990 • Fiscal year 2023 • EIN 47-1113611

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 02, 2025

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

42nd percentile

0.5%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$10,922

Up $3,172 (+41%) from 2022

Net Assets

Up

$10,922

Up $3,172 (+41%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin42nd percentile

Revenue

Up

$660,441

Up $132,528 (+25%) from 2022

Expenses

Up

$657,269

Up $82,082 (+14%) from 2022

Net Income

Up

$3,172

Up $50,446 (+107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$10,922
Liabilities$0
Net Assets$10,922
Open 2023 Filing

Operations Trend

Revenue Growth68th 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

2023

Revenue$660,441
Expenses$657,269
Net Income$3,172
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 2, 2025
Return Version
2023v6.0
Gross Receipts
$672,651
Mission and Program Overview

Mission

Roots & 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,750$10,922▲ $3,172
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,750$10,922▲ $3,172
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,750$10,922▲ $3,172
Total Net Assets Fund Balance$7,750$10,922▲ $3,172
Total Liabilities and Net Assets / Fund Balance$7,750$10,922▲ $3,172
Compensation and Service Providers
Top Officer Pay54th 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
$83,770
Program Service Revenue
$561,012
Investment Income
$0
Other Revenue
$15,659
All Other Contributions
$78,770
Change in Net Assets
$3,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$632,269
Grants and Similar Amounts Paid$25,000
Total Fundraising Expense$1,278
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Office Expenses$2,592--$2,592
Insurance$2,009--$2,009
All Other Expenses$989$100$150$1,239
Other Expenses$969-$1,128$969
Fees for Services Other$725--$725
Total Functional Expenses$655,891$100$1,278$657,269
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CA Department of Parks & RecSacramento, CA-Ongoing restoration projects & svcs$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Section B, Line 11B

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

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

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

Form 990, Part VI, Section C, Line 19

“No other documents available to the public”

Filing and Contact Details

Filer

Filer Name
Roots & Branches Conservancy
EIN
47-1113611
Phone
4154976084
Address
PO Box 180, Mill Valley, CA 94941

Signing Officer

Name
Michael Nash
Title
President
Signed
2025-06-02
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 Avenue, San Anselmo, CA 94960
Preparer
Eva T Holm
Phone
4152970752
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010550
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IRS990ScheduleA/TotalSupportAmt0396962
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Ongoing restoration projects & svcs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CA Department of Parks & Rec
IRS990ScheduleI/RecipientTable/RecipientEIN0941707583
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 942896
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sacramento
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094296
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Annual or semi-annual meetings with the California State Parks District Superintendent to discuss annual needs that align with our non-profit's mission.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 OUR ACTIVITIES, PROGRAMMING AND GRANTMAKING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt010922
IRS990/TotalAssetsGrp/BOYAmt07750
IRS990/TotalAssetsGrp/EOYAmt010922
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0655891
IRS990/TotalFunctionalExpensesGrp/TotalAmt0657269
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010922
IRS990/TotalProgramServiceExpensesAmt0655891
IRS990/TotalProgramServiceRevenueAmt0561012
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0660441
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IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Mill Valley
IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0soundsummit.net/roots-and-branches/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Nash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roots & Branches Conservancy
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0471113611
ReturnHeader/Filer/PhoneNum04154976084
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 180
ReturnHeader/Filer/USAddress/CityNm0Mill Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880831235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eva T Holm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 Jordan Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Anselmo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094960
ReturnHeader/PreparerPersonGrp/PhoneNum04152970752
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eva T Holm
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-02T07:46:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,922
Liabilities
$0
Net assets
$10,922
Revenue
$660,441
Expenses
$657,269
Net income
$3,172
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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