Civic Intelligence

Root and Branch Inc.

990EZ • Fiscal year 2021 • EIN 83-2405726

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 25, 2024

Organization Profilehealthoutreach.org
2627 East Beverly DriveTucson, AZ 85716

(520) 390-0379

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$24,956

No earlier filing loaded for comparison.

Net Assets

$24,956

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$74,471

No earlier filing loaded for comparison.

Expenses

$61,607

No earlier filing loaded for comparison.

Net Income

$12,864

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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 2021: $24,956Liabilities 2021: $0Net Assets 2021: $24,9562021Assets 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$24,956
Liabilities$0
Net Assets$24,956
Open 2021 Filing

Operations Trend

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 2021: $74,471Expenses 2021: $61,607Net Income 2021: $12,8642021Revenue 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$74,471
Expenses$61,607
Net Income$12,864
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 25, 2024
Return Version
2021v4.0
Gross Receipts
$74,471
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

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
2024-07-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line B

“Amended Return”

Form 990-EZ, Part I, Line 16

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

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02627 East Beverly Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tucson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Cox
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IRS990EZ/PrimaryExemptPurposeTxt0To provide free health-related resources and services to those experiencing unmet need in Arizona.
IRS990EZ/PrintingPublicationsPostageAmt00
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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.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02021: $60,000 grant received from Southern Arizona Community Food Bank in January 2021. Remaining income from in person and online (GoFundMe) fundraising.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The relationship between Root and Branch Inc and Tucson Food Share is historic and continuing. Root and Branch Inc provides an administrative umbrella through which Tucson Food Share may do tax-deductible fundraising for the purposes of serving the mission statement of itself and Root and Branch Inc concurrently. Root and Branch supports health education and provides related resources in Arizona. Tucson Food Share provides basic food staples in Tucson AZ, to anyone who asks (based on availability). Fresh items are sourced locally whenever possible. Delivery is currently available up to a 6 mile radius (formerly 12 miles, during 2020 and 2021).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amended Return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Food for distribution. Supplies to assist in food storage/distribution (refrigerators, etc). Gas for vehicles.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0This was the first year we made over 100,000$ 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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum05203900379
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-25
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/ReturnTs02024-08-07T14:54:33-07:00
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
$24,956
Liabilities
$0
Net assets
$24,956
Revenue
$74,471
Expenses
$61,607
Net income
$12,864
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
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.74$0.62$0.13