Upward Roots Inc

EIN: 452981640 501(c)(3) Youth Development

Oakland, CA

Total Revenue
$213,428
Total Expenses
$233,717
Total Assets
$190,828
Net Assets
$187,665
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
Elizabeth Knight
Phone
5104884490
Tax Period
2021-07-01 to 2022-06-30

Upward Roots Inc, founded in 2010, is a small nonprofit in the Youth Development sector that reported $213K in total revenue in fiscal year 2021.

Mission

Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.

Program Service Accomplishments

Program 1
Expenses: $199,061 Revenue: $34,640

During the fiscal year, Upward Roots engaged approximately 200 Oakland youth (some re-enrollees) each semester in its programs. Youth participants practiced and gained skills as leaders, critical...

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During the fiscal year, Upward Roots engaged approximately 200 Oakland youth (some re-enrollees) each semester in its programs. Youth participants practiced and gained skills as leaders, critical thinkers, collaborators and communicators as they identified a need in their community that they wanted to help through service. Together, they designed and led 28 community service projects benefitting more than 4,000 members of their communities.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $178,277
Program Service Revenue $34,640
Investment Income $163
Other Revenue $348
TOTAL REVENUE $213,428

Expense Breakdown

Grants Paid $0
Salaries & Benefits $204,690
Fundraising Expenses $19,257
Program Expenses $199,061
Other Expenses $29,027
TOTAL EXPENSES $233,717

Year-over-Year Comparison

2021 2020 Change
Revenue $213,428 N/A N/A
Expenses $233,717 N/A N/A
Net Income $-20,289 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
10
Volunteers
7

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$77,001
Total Directors
5
$77,001
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Elizabeth Knight Executive Dir. 40.00
Officer Director
$77,001 $0 $77,001
Drew DeWalt Board Chair 0.50
Officer Director
$0 $0 $0
Lisa Parks Treasurer 0.50
Officer Director
$0 $0 $0
Andrea Lynn Treasurer 0.50
Officer Director
$0 $0 $0
Jacqueline Perl Secretary 0.50
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $213,428 $233,717 $190,828 $-20,289
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