Civic Intelligence

Root and Branch Inc.

990EZ • Fiscal year 2023 • EIN 83-2405726

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 31, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-39%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

22nd percentile

-24%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$32,926

Down $21,475 (-39%) from 2022

Net Assets

Down

$32,926

Down $21,475 (-39%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

Down

$79,011

Down $25,561 (-24%) from 2022

Expenses

Down

$76,838

Down $18,190 (-19%) from 2022

Net Income

Down

$2,173

Down $7,371 (-77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2023

Assets$32,926
Liabilities$0
Net Assets$32,926
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

2023

Revenue$79,011
Expenses$76,838
Net Income$2,173
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.0
Gross Receipts
$79,011
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$0
Compensation and Service Providers
Top Officer Pay78th 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
2024-07-31
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^FUEL REIMBURSEMENT;7|EQUIPMENT;511|FOOD;54017|INSURANCE;340|SUPPLIES;672|REIMBURSEMENT FOR UTILITY COSTS FOR BORROWED OFFICE SPACE;710^Total;56257^”

Raw XML Appendix154 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/BOYAmt030753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032926
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IRS990EZ/ContributionsGiftsGrantsEtcAmt079011
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt02173
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
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IRS990EZ/GrossReceiptsAmt079011
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt030753
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032926
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030753
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032926
IRS990EZ/OccupancyRentUtltsAndMaintAmt020331
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
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056257
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/PrintingPublicationsPostageAmt00
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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/TotalExpensesAmt076838
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079011
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0healthoutreach.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The relationship between Root and Branch Inc and Tucson Food Share is historic and continuing during from 2020 to present. Fresh items are sourced locally whenever possible. Delivery is currently available up to a 6 mile radius (formerly 12 miles,provides related resources in Arizona. Tucson Food Share provides basic food staples in Tucson AZ, to anyone who asks (base
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, 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
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^FUEL REIMBURSEMENT;7|EQUIPMENT;511|FOOD;54017|INSURANCE;340|SUPPLIES;672|REIMBURSEMENT FOR UTILITY COSTS FOR BORROWED OFFICE SPACE;710^Total;56257^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Tucson Food Share and Root and Branch officers collectively completed and returned the 2023 990EZ, Schedule A, Schedule B, and Schedule O by the April due date VIA MAIL. We were misinformed that this was the appropriate filing method, not realizing we must submit electronically. Upon receiving our paper return returned to us in the mail, we began filing electronically. However at that time we realized our returns from 2021 and 2022 needed amending. Now that we have completed and submitted those amendments - as of today - we are submitting our accurate and completed 2023 amendment electronically as advised. Since April we have been in open communication with the IRS via telephone (as you will see in your records). With IRS telephone guidance we have made an appeal and navigated this process as best we can. However, these organizations run entirely on community donations with no paid staff or officers (ie. no experts, accountants or CPAs). Please accept our appeal and completed return without penalty as we attempted to file on time initially. Thank you for your consideration and understanding.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum05203900379
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
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/ReturnTs02024-08-07T15:54:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,926
Liabilities
$0
Net assets
$32,926
Revenue
$79,011
Expenses
$76,838
Net income
$2,173
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