Civic Intelligence

Organizing Roots Inc

EIN 87-2183308 • 501(c)3 • San Francisco, CA

Profile

Organizing Roots seeks to advance racial, gender, economic, and health justice by building the power of those most impacted by systemic injustice. We do this through providing leadership and staff of grassroots organizing groups with a potent combination of capacity building and coaching on conscious organizing and movement building, strategy development, and data. We see ourselves as a shared back office resource for smaller grassroots and advocacy groups that can enable them to access high quality training on transformative organizing and use sophisticated research and evidence to support their movement building efforts.

548 Market St 46028San Francisco, CA 94104

www.organizingroots.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

52%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,542,744

Up $866,907 (+52%) from 2023

Liabilities

Up

$56,927

Up $6,457 (+13%) from 2023

Net Assets

Up

$2,485,817

Up $860,450 (+53%) from 2023

Revenue

Up

$2,469,188

Up $1,357,979 (+122%) from 2023

Expenses

Up

$1,608,738

Up $454,900 (+39%) from 2023

Net Income

Up

$860,450

Up $903,079 (+2118%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2022: $1,670,710Liabilities 2022: $3,470Net Assets 2022: $1,667,2402022Assets 2023: $1,675,837Liabilities 2023: $50,470Net Assets 2023: $1,625,3672023Assets 2024: $2,542,744Liabilities 2024: $56,927Net Assets 2024: $2,485,8172024

Highlighted filing

2024

Assets$2,542,744
Liabilities$56,927
Net Assets$2,485,817

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $1,751,490Expenses 2022: $84,250Net Income 2022: $1,667,2402022Revenue 2023: $1,111,209Expenses 2023: $1,153,838Net Income 2023: -$42,6292023Revenue 2024: $2,469,188Expenses 2024: $1,608,738Net Income 2024: $860,4502024

Highlighted filing

2024

Revenue$2,469,188
Expenses$1,608,738
Net Income$860,450

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$2,469,188
Mission and Program Overview

Mission

Organizing Roots strengthens statewide organizations through leadership development, training, and capacity-building support. We provide coaching, strategy planning, and data resources that improve nonprofit infrastructure and sustainability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$691,408$1,824,851▲ $1,133,443
Accounts Receivable$350,765$717,592▲ $366,827
Savings and Temporary Cash Investments$633,664$0▼ $633,664
Prepaid Expenses and Deferred Charges-$300-
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-
Total Assets$1,675,837$2,542,744▲ $866,907
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses$50,470$56,927▲ $6,457
Total Liabilities$50,470$56,927▲ $6,457
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,548,078$1,866,455▲ $318,377
Net Assets With Donor Restrictions$77,289$619,362▲ $542,073
Total Net Assets Fund Balance$1,625,367$2,485,817▲ $860,450
Total Liabilities and Net Assets / Fund Balance$1,675,837$2,542,744▲ $866,907
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tia E MartinezCo-founderFT$174,482$174,482
Jacquelyn JohnsonManaging PartneFT$174,285$174,285
Daniel KimCo-founderFT$148,077$148,077

Board Members and Trustees

NameTitle
Tammy Bang LuuPresident
Damon Azali RojasSecretary
Kathy MaestasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,762,069
Program Service Revenue
$696,928
Investment Income
$10,191
Other Revenue
$0
All Other Contributions
$1,762,069
Change in Net Assets
$860,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,355,536
Other Expenses$253,202
Total Fundraising Expense$25,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$681,655$93,291$15,757$790,703
Current Officers, Directors, Trustees, and Key Employees$278,713$38,145$6,442$323,300
Travel$87,802$19,272$322$107,396
Payroll Taxes$73,170$25,666$1,661$100,497
Other Employee Benefits$81,681$13,168$1,112$95,961
Fees for Services Accounting$15,365$39,185-$54,550
Pension Plan Contributions$39,045$5,510$520$45,075
Conferences and Meetings$9,387$13,674-$23,061
Insurance-$13,811-$13,811
Information Technology$4,286$7,412-$11,698
Fees for Services Other$670$2,026-$2,696
Office Expenses-$1,935-$1,935
Occupancy$8$491-$499
Other Expenses$182$386-$386
Advertising$125--$125
Interest-$5-$5
Total Functional Expenses$1,283,006$299,918$25,814$1,608,738
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
Yes
Other officer compensation reviewed
Yes
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 990 form was prepared by an outside tax preparer. The first draft was reviewed by the internal senior administrator and the external bookkeeper. Before the draft was sent to the board treasurer and co-managing partner, necessary changes and corrections were made. After approval, a co-managing partner signed the 990 form.

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

The senior administrator and co-managing partner hold monthly meetings to review staffing, partnerships, and funding opportunities to address any conflicts that may need attention. The board is evaluated during the annual board of directors meeting.

Form 990, Part VI, Section B, Line 15A

A full analysis of the field and compensation for all staff were made in 2023 for the 2024 calendar year. The final report and findings was shared with the board of directors during the budget review and approval process. Final compensation for all employees including the ones listed above was reviewed and approved.

Form 990, Part VI, Section C, Line 19

Governing document, conflict of interest policy, and financial statementsare available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Organizing Roots Inc
EIN
87-2183308
Phone
5622014494
Address
548 MARKET ST 46028, SAN FRANCISCO, CA 94104

Signing Officer

Name
Jacquelyn Johnson
Title
Managing Partner
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
10
Volunteers
3

Preparer

Firm
Manosh Singh CPA & Associates
Address
8035 Madison Ave E 3, Citrus Heights, CA 95610
Preparer
Manosh Singh CPA
Phone
9164818550
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 FORM WAS PREPARED BY AN OUTSIDE TAX PREPARER. THE FIRST DRAFT WAS REVIEWED BY THE INTERNAL SENIOR ADMINISTRATOR AND THE EXTERNAL BOOKKEEPER. BEFORE THE DRAFT WAS SENT TO THE BOARD TREASURER AND CO-MANAGING PARTNER, NECESSARY CHANGES AND CORRECTIONS WERE MADE. AFTER APPROVAL, A CO-MANAGING PARTNER SIGNED THE 990 FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SENIOR ADMINISTRATOR AND CO-MANAGING PARTNER HOLD MONTHLY MEETINGS TO REVIEW STAFFING, PARTNERSHIPS, AND FUNDING OPPORTUNITIES TO ADDRESS ANY CONFLICTS THAT MAY NEED ATTENTION. THE BOARD IS EVALUATED DURING THE ANNUAL BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A FULL ANALYSIS OF THE FIELD AND COMPENSATION FOR ALL STAFF WERE MADE IN 2023 FOR THE 2024 CALENDAR YEAR. THE FINAL REPORT AND FINDINGS WAS SHARED WITH THE BOARD OF DIRECTORS DURING THE BUDGET REVIEW AND APPROVAL PROCESS. FINAL COMPENSATION FOR ALL EMPLOYEES INCLUDING THE ONES LISTED ABOVE WAS REVIEWED AND APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTSARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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 B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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