United Roots FY2020 filing

Tax-deductible

Oakland, CA501(c)(3)EducationEIN 27-3457152

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United Roots engages and empowers marginalized youth in socially innovative ways, through arts and media training, career and workforce development, community engagement, and wellness services.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$180K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $17K a year · 2% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$180K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
Cash reserves
17 mo
of spending, in cash
Looks good: 16.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$126K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$871K
To programs
74%
Net assets
$1.5M
By yearFY2020–FY2023
Revenue
$1.1M
FY2020
Revenue by fiscal year
FY2020$1.1M
FY2021$1.6M
FY2022$387K
FY2023$20K
FY2023$4K
Expenses
$871K
FY2020
Expenses by fiscal year
FY2020$871K
FY2021$1.4M
FY2022$947K
FY2023Not on file
FY2023$6K
Net assets
$1.5M
FY2020
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$152K
FY2023$144K
FY2023$143K

From the FY2020 Form 990 (year ending June 2020) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Nov 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $646K Management & general 10% · $86K Fundraising 16% · $139K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $180K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Co-Exec. Dir.
$76,374Pt VII · Sec A
Co-Exec. Dir.
$61,279Pt VII · Sec A
Dir. Operations
$42,582Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Rosalyn Reed’s $125K as Co-Exec. Dir. is at the 96th percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2021FY2020
Rosalyn Reed$125,265$76,374
Galen Silvestri—$61,279
Tammy Chan—$42,582

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See United Roots executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers marginalized youth through arts, media, career training, and wellness.

Provided by the organization

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3 program services account for $646K of program spending, described in the organization's own filed words · FY2019.
01

Youth Programs-United Roots provided youth ages 13-24 with free educational programming & co-working office space Monday through Friday 12:00-8:00pm for a total of 50 weeks at our 4,095 square foot facility located at 2781 Telegraph Avenue, Oakland, CA 94612.Youth members of United Roots have been highly impacted by street, domestic…

$230Kprogram expense
02

Determination

In partnership with Urban Peace Movement, the program supports young Black men to advance their personal and professional goals. Weekly sessions at United Roots offer participants cultural healing practices, media production training, paid employment opportunities, and community organizing.

$229Kprogram expense
03

Youth Impact Hub

The mission of Youth Impact Hub Oakland, a program at United Roots, is to support the leadership of low-income youth of color in creating an equitable, life-affirming economy by providing socially innovative training, collaborative co-working space and access to networks and resources.

$186Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$18

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$57K
Investment incomeLn 3$11K
Money outPt IX
$871K
Ln 25
Programscol B$646K
Managementcol C$86K
Fundraisingcol D$139K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.6M
LiabilitiesLn 26$126K
PeoplePt VI, VII
9
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$10K
Fees for servicesLn 2g$57K
Investment incomeLn 3$11K
Other incomeLn 4–11$8K
Gains on assetsLn 7$0
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$126K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$52K
Total assetsLn 16$1.6M
LiabilitiesLn 26$126K
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 58
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$878K$1.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.2M$1.6M
LiabilitiesLn 26$15K$126K
Net assetsLn 32$1.2M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$180K$117K$21K$42K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$221K$143K$26K$52K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$11K$7K$1K$3K
Payroll taxesLn 10$31K$20K$3K$7K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$15K$15K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$202K$197K$2K$3K
Advertising and promotionLn 12$1K$1K$17$43
Office expensesLn 13$2K$1K$201$348
Information technologyLn 14$6K$4K$766$1K
RoyaltiesLn 15$0
OccupancyLn 16$75K$49K$9K$17K
TravelLn 17$3K$3K$21$331
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$10K$5K$3K$2K
Other expenses (24a–d)Ln 24$67K$58K$2K$7K
All other expensesLn 24e$47K$40K$3K$4K
Total functional expensesLn 25$871K$646K$86K$139K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 $20K$144K 990 PDF
FY2022 $387K$947K−$560K$152K 990 PDF
FY2021 $1.6M$1.4M$247K$1.7M 990 PDF
FY2020 Viewing $1.1M$871K$264K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,135,260 across 11 lines filed
Lines not itemized here account for $90 of total revenue; see the IRS return.
VIII-1e Government grants$10,000
VIII-1f All other contributions, gifts and grants$1,047,943
VIII-1h Total contributions, gifts and grants$1,057,943
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $57,469$57,469
VIII-3 Investment incomeExcluded from tax $11,377$11,377
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,381$8,381
VIII-12 Total revenueRelated to mission $65,940 · Excluded from tax $11,377$1,135,260
Part IX · Statement of functional expenses $871,125 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $116,973 · Management $20,906 · Fundraising $42,356$180,235
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $143,363 · Management $25,767 · Fundraising $52,190$221,320
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $7,172 · Management $1,339 · Fundraising $2,748$11,259
IX-10 Payroll taxesPrograms $20,188 · Management $3,342 · Fundraising $7,455$30,985
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $14,795$14,795
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $196,501 · Management $2,334 · Fundraising $3,118$201,953
IX-12 Advertising and promotionPrograms $1,249 · Management $17 · Fundraising $43$1,309
IX-13 Office expensesPrograms $1,025 · Management $201 · Fundraising $348$1,574
IX-14 Information technologyPrograms $4,053 · Management $766 · Fundraising $1,258$6,077
IX-15 Royalties$0
IX-16 OccupancyPrograms $49,312 · Management $8,712 · Fundraising $16,973$74,997
IX-17 TravelPrograms $2,825 · Management $21 · Fundraising $331$3,177
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $4,822 · Management $3,435 · Fundraising $1,626$9,883
IX-24 Other expenses (24a–d)Programs $57,878 · Management $1,653 · Fundraising $7,025$66,556
IX-24e All other expensesPrograms $40,206 · Management $2,810 · Fundraising $3,989$47,005
IX-25 Total functional expensesPrograms $645,567 · Management $86,098 · Fundraising $139,460$871,125
Part X · Balance sheet $1,584,524 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $36,520$125,898
X-2 Savings and temporary cash investmentsStart of year $841,604$1,093,679
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $264,551$290,656
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $14,759$22,765
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $52,400$51,526
X-16 Total assetsStart of year $1,209,834$1,584,524
X-17 Accounts payable and accrued expensesStart of year $15,373$23,774
X-24 Unsecured notes and loans payable$102,154
X-26 Total liabilitiesStart of year $15,373$125,928
X-27 Net assets without donor restrictionsStart of year $331,346$325,151
X-28 Net assets with donor restrictionsStart of year $863,115$1,133,445
X-32 Total net assets or fund balancesStart of year $1,194,461$1,458,596
X-33 Total liabilities and net assetsStart of year $1,209,834$1,584,524
Part XI · Reconciliation of net assets $1,458,596 net assets at year end
XI-1 Total revenue$1,135,260
XI-2 Total expenses$871,125
XI-3 Revenue less expenses$264,135
XI-4 Net assets at start of year$1,194,461
XI-10 Net assets at end of year$1,458,596

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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