Civic Intelligence

Native Roots Global Fund

EIN 87-3062004 • 501(c)3 • Beverly Hills, CA

Pub. 78 Eligible

Profile

To connect people to god and one another

9903 Santa Monica Blvd 748Beverly Hills, CA 90212

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

83rd percentile

$4,800

Higher top officer pay than 83% of similar nonprofits.

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

Asset Growth

17th percentile

-61%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$37,922

Down $58,870 (-61%) from 2022

Liabilities

Flat

$500

Flat from 2022

Net Assets

Down

$37,422

Down $58,870 (-61%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$58,870

Down $66,738 (-53%) from 2022

Net Income

Up

-$58,870

Up $66,738 (+53%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$300K$200K$100K$0Assets 2021: $222,400Liabilities 2021: $500Net Assets 2021: $221,9002021Assets 2022: $96,792Liabilities 2022: $500Net Assets 2022: $96,2922022Assets 2023: $37,922Liabilities 2023: $500Net Assets 2023: $37,4222023

Highlighted filing

2023

Assets$37,922
Liabilities$500
Net Assets$37,422
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2021: $265,000Expenses 2021: $43,100Net Income 2021: $221,9002021Revenue 2022: $0Expenses 2022: $125,608Net Income 2022: -$125,6082022Revenue 2023: $0Expenses 2023: $58,870Net Income 2023: -$58,8702023

Highlighted filing

2023

Revenue$0
Expenses$58,870
Net Income-$58,870
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$37,922
Liabilities
$500
Net assets
$37,422
Revenue
$0
Expenses
$58,870
Net income
-$58,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.00$0.59$0.59
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.00$1.26$1.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.01$2.22$2.65$0.43$2.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 22, 2024
Return Version
2023v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To connect people to god and one another

Native roots global fund was created to help indigenous cultures, around the world, thrive through funding for projects including architecture, water and soil preservation, regenerative agricultural practices and protection of indigenous territory, language, tribal values and laws, among others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,792$37,922▼ $58,870
Rtn Earn Endowment Incm Other Fnds$96,292$37,422▼ $58,870
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$96,792$37,922▼ $58,870
Liabilities
Deferred Revenue$500$500→ $0
Total Liabilities$500$500→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$96,292$37,422▼ $58,870
Total Liabilities and Net Assets / Fund Balance$96,792$37,922▼ $58,870
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
Taleia MuellerOfficer$4,800$4,800

Board Members and Trustees

NameTitle
William M RamseyerOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-58,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$22,522--$22,522
Office Expenses$10,911--$10,911
Other Expenses$2,590$4,800-$2,590
All Other Expenses$250--$250
Total Functional Expenses$54,070$4,800$0$58,870
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Organization's process to review form 990: no review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation: no documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Native Roots Global Fund
EIN
87-3062004
Phone
3102703938
Address
9903 SANTA MONICA BLVD 748, BEVERLY HILLS, CA 90212

Signing Officer

Name
Taleia Mueller
Title
Officer
Phone
3102703938
Signed
2024-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taleia Mueller
Formed
2021
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Kallmanlogan & Company Llp
Address
125 S BARRINGTON PLACE, LOS ANGELES, CA 90049
Preparer
Gregg R Wind CPA
Phone
3109091900
Raw XML Appendix275 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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