Civic Intelligence

Root and Branch Inc.

EIN 83-2405726 • 501(c)3 • Tucson, AZ

Pub. 78 Eligible990-N Coverage

Profile

To provide free health-related resources and services to those experiencing unmet need in Arizona.

2627 East Beverly DriveTucson, AZ 85716

healthoutreach.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-4.0%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-9.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-3.8%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$29,880

Down $3,046 (-9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$29,880

Down $3,046 (-9.3%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin38th percentile

Revenue

Down

$75,976

Down $3,035 (-3.8%) from 2023

Expenses

Up

$79,022

Up $2,184 (+2.8%) from 2023

Net Income

Down

-$3,046

Down $5,219 (-240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2021: $44,857Liabilities 2021: $0Net Assets 2021: $44,8572021Assets 2022: $54,401Liabilities 2022: $0Net Assets 2022: $54,4012022Assets 2023: $32,926Liabilities 2023: $0Net Assets 2023: $32,9262023Assets 2024: $29,880Liabilities 2024: $0Net Assets 2024: $29,8802024

Highlighted filing

2024

Assets$29,880
Liabilities$0
Net Assets$29,880
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $105,256Expenses 2021: $72,491Net Income 2021: $32,7652021Revenue 2022: $104,572Expenses 2022: $95,028Net Income 2022: $9,5442022Revenue 2023: $79,011Expenses 2023: $76,838Net Income 2023: $2,1732023Revenue 2024: $75,976Expenses 2024: $79,022Net Income 2024: -$3,0462024

Highlighted filing

2024

Revenue$75,976
Expenses$79,022
Net Income-$3,046
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,880
Liabilities
$0
Net assets
$29,880
Revenue
$75,976
Expenses
$79,022
Net income
-$3,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.76$0.79$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.79$0.77$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.05$0.95$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.05$0.72$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$75,976
Mission and Program Overview

Mission

To provide free health-related resources and services to those experiencing unmet need in Arizona.

Program Services

DescriptionGrantsExpenses
Provided free essential foods to households in need, using individual and grant contributions to our project "Tucson Food Share." Approximate (non-unique) persons served in 2024 was 32,500.$20,000$79,022
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan CoxDirector & PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Root and Branch Inc
EIN
83-2405726
Phone
5203900379
Address
2627 East Beverly Drive, Tucson, AZ 85716

Signing Officer

Name
Megan Cox
Title
Director & President
Phone
5203900379
Signed
2025-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees;32|Equipment;93|FS Food;52904|Supplies;1167|Insurance;662^Total;54858^”

Raw XML Appendix173 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Megan Cox
IRS990EZ/BooksInCareOfDetail/PhoneNum05203900379
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02627 East Beverly Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tucson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085716
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029880
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3046
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt029880
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsAmt075976
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032926
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032926
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029880
IRS990EZ/OccupancyRentUtltsAndMaintAmt023868
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director & President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054858
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide free health-related resources and services to those experiencing unmet need in Arizona.
IRS990EZ/PrintingPublicationsPostageAmt0296
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided free essential foods to households in need, using individual and grant contributions to our project "Tucson Food Share." Approximate (non-unique) persons served in 2024 was 32,500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079022
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079022
IRS990EZ/TotalProgramServiceExpensesAmt079022
IRS990EZ/TotalRevenueAmt075976
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0healthoutreach.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0365052
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96357
IRS990ScheduleA/PublicSupportPY170Pct00.94
IRS990ScheduleA/PublicSupportTotal170Amt0351753
IRS990ScheduleA/SubstantialContributorsTotAmt013299
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075976
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095572
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0365052
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank Fees;32|Equipment;93|FS Food;52904|Supplies;1167|Insurance;662^Total;54858^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0We are a volunteer organization with no paid employees operating on slim margins. The volunteers preparing these tax documents were not available until now.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum05203900379
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOT AND BRANCH INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0832405726
ReturnHeader/Filer/PhoneNum05203900379
ReturnHeader/Filer/USAddress/AddressLine1Txt02627 East Beverly Drive
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085716
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-14T11:22:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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