Civic Intelligence

Root and Branch Inc.

990EZ • Fiscal year 2021 • EIN 83-2405726

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profilehealthoutreach.org
2627 East Beverly DriveTucson, AZ 85716

(520) 390-0379

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

31%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$44,857

No earlier filing loaded for comparison.

Net Assets

$44,857

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

$105,256

No earlier filing loaded for comparison.

Expenses

$72,491

No earlier filing loaded for comparison.

Net Income

$32,765

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$44,857
Liabilities$0
Net Assets$44,857
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$105,256
Expenses$72,491
Net Income$32,765
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$105,256
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 any Tucsonan in need, using a grant from the Southern Arizona Community Food Bank to our umbrella project "Tucson Food Share."$0$65,651
Delivered medical and household supplies to the homes of Navajo (Dine) elders in need, specifically those living on Hopi Partitioned Land and who have no running water, power or regular road maintenance. This community was particularly ravaged by COVID.$0$7,090
Provided health-related clinical support to the Navajo (Dine) community.$0$2,500
Compensation and Service Providers
Top Officer Pay77th 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
2022-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Food for distribution. Supplies to assist in food storage/distribution (refrigerators, etc). Gas for vehicles.”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt012092
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IRS990EZ/ExcessOrDeficitForYearAmt032765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01011
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt044857
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012092
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012092
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044857
IRS990EZ/OccupancyRentUtltsAndMaintAmt017425
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
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053598
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/PrintingPublicationsPostageAmt0457
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided free essential foods to any Tucsonan in need, using a grant from the Southern Arizona Community Food Bank to our umbrella project "Tucson Food Share."
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Delivered medical and household supplies to the homes of Navajo (Dine) elders in need, specifically those living on Hopi Partitioned Land and who have no running water, power or regular road maintenance. This community was particularly ravaged by COVID.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided health-related clinical support to the Navajo (Dine) community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065651
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17090
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
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/TotalExpensesAmt072491
IRS990EZ/TotalProgramServiceExpensesAmt075241
IRS990EZ/TotalRevenueAmt0105256
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02021: $60,000 grant received from Southern Arizona Community Food Bank in January 2021. Remaining income from in person and online (GoFundMe) fundraising.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The relationship between Root and Branch Inc and Tucson Food Share is historic and continuing. Root and Branch Inc provides an administrative umbrella through which Tucson Food Share may do tax-deductible fundraising for the purposes of serving the mission statement of itself and Root and Branch Inc concurrently. Root and Branch supports health education and provides related resources in Arizona. Tucson Food Share provides basic food staples in Tucson AZ, to anyone who asks (based on availability). Fresh items are sourced locally whenever possible. Delivery is currently available up to a 6 mile radius (formerly 12 miles, during 2020 and 2021).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0832405726
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Tucson Food Share
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Food for distribution. Supplies to assist in food storage/distribution (refrigerators, etc). Gas for vehicles.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0This was the first year we made over 100,000$ and our tax preparer (for other business) believed he would be able to complete them in time. After nearly two months with our financials, he said he would not be able to do it. Since then we as an organization have figured out how to do the 990EZ ourselves. And now we know how for future filings!!
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum05203900379
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/ReturnTs02022-11-15T18:28:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,857
Liabilities
$0
Net assets
$44,857
Revenue
$105,256
Expenses
$72,491
Net income
$32,765
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