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Roots & Branches Conservancy FY2020 filing

Tax-deductible

Mill Valley, CA501(c)(3)Arts & Culture EIN 47-1113611Revenue $11K in FY2020

On file with the IRSsoundsummit.net/roots-and-branchesPo Box 180, 94942-0180 · Mill Valley, CATax-exempt since Sep 2014Publicly supported — 509(a)(2)

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501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Status: IRS Pub. 78 · Programs: Part IX

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $12K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
20 mo
of spending, in cash
Looks good: 19.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $66K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11K
Spent
$9K
To programs
88%
Net assets
$14K
By yearFY2020–FY2024
Revenue
$11K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$11K
FY2021$574K
FY2022$528K
FY2023$660K
FY2024$677K
Expenses
$9K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$9K
FY2021$533K
FY2022$575K
FY2023$657K
FY2024$614K
Net assets
$14K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$14K
FY2021$55K
FY2022$8K
FY2023$11K
FY2024$74K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2014.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $8K Fundraising 12% · $1K

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

4 people listed on the 990.

Part VII, Section A · reportable compensation
Jon Luini
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Michael Nash
President
$0Pt VII · Sec A
$0Pt VII · Sec A
See Roots & Branches Conservancy 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 15aNo

Programs and updates

Roots & Branches Conservancy is an arts and culture nonprofit based in Mill Valley, CA.

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Provided by the organization

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1 program · $8K · in their own filed words · FY2020
01

In 2020, a year when the live music performance industry was shut down due to the pandemic, we edited footage from all artists who performed at our 2016 sound summit festival and streamed a program entitled sound effects to raise money for out-of-work san francisco bay area musicians who were unable to pursue their livelihoods.

$8Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$20K
Fidelity Investments Charitable Gift FundFY2024$15K
Network for Good INCFY2024$10K
Marin Community FoundationFY2024$10K
The Lef FoundationFY2024$10K
The Hanley FoundationFY2024$1K
Total grants receivedfrom 6 funders$66K
See all 6 funders →
Grants paid · 2 grants · $50K · 2021–2023
California State Parks FoundationCA · FY2023$25,000
California State Parks FoundationCA · FY2021$25,000

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$11K
Ln 12
Gifts and grantsLn 1h$10K
Fees for servicesLn 2g$402
Investment incomeLn 3$3
Money outPt IX
$9K
Ln 25
Programscol B$8K
Fundraisingcol D$1K
Owns and owesPt X
$14K
net assets · Ln 32
Cash and savingsLn 1–2$14K
Total assetsLn 16$14K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Government grantsLn 1e$1K
Fees for servicesLn 2g$402
Investment incomeLn 3$3
Total revenueLn 12$11K
Assets in detailPt X, end of year
CashLn 1$14K
Cash and savings togetherLn 1–2$14K
Total assetsLn 16$14K
LiabilitiesLn 26$0
Net assetsLn 32$14K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
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$172K$14K
Total assetsLn 16$172K$14K
LiabilitiesLn 26$160K$0
Net assetsLn 32$12K$14K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Advertising and promotionLn 12$150$150
Office expensesLn 13$3K$3K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$814$814
All other expensesLn 24e$1K$175$1K
Total functional expensesLn 25$9K$8K$0$1K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $677K$614K$63K$74K 990 PDF
FY2023 $660K$657K$3K$11K 990 PDF
FY2022 $528K$575K−$47K$8K 990 PDF
FY2021 $574K$533K$41K$55K 990 PDF
FY2020 Viewing $11K$9K$2K$14K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $10,533 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,501$10,128
I-9 Program service revenuePrior year $682$402
I-10 Investment incomePrior year $49$3
I-11 Other revenue$0
I-12 Total revenuePrior year $11,232$10,533
I-13 Grants and similar amounts paidPrior year $160,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $15,190$8,655
I-18 Total expensesPrior year $175,190$8,655
I-19 Revenue less expensesPrior year −$163,958$1,878
Part VI · Governance 3 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $10,533 across 6 lines filed
VIII-1e Government grants$1,000
VIII-1f All other contributions, gifts and grants$9,128
VIII-1h Total contributions, gifts and grants$10,128
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $402$402
VIII-3 Investment incomeExcluded from tax $3$3
VIII-12 Total revenueRelated to mission $402 · Unrelated business $0 · Excluded from tax $3$10,533
Part IX · Statement of functional expenses $8,655 across 5 lines filed
IX-12 Advertising and promotionPrograms $150$150
IX-13 Office expensesPrograms $3,325$3,325
IX-23 InsurancePrograms $3,110$3,110
IX-24 Other expenses (24a–d)Programs $814$814
IX-24e All other expensesPrograms $175 · Fundraising $1,081$1,256
IX-25 Total functional expensesPrograms $7,574 · Management $0 · Fundraising $1,081$8,655
Part X · Balance sheet $14,246 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $172,368$14,246
X-16 Total assetsStart of year $172,368$14,246
X-26 Total liabilitiesStart of year $160,000$0
X-27 Net assets without donor restrictionsStart of year $12,368$14,246
X-32 Total net assets or fund balancesStart of year $12,368$14,246
X-33 Total liabilities and net assetsStart of year $172,368$14,246
Part XI · Reconciliation of net assets $14,246 net assets at year end
XI-1 Total revenue$10,533
XI-2 Total expenses$8,655
XI-3 Revenue less expenses$1,878
XI-4 Net assets at start of year$12,368
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,246

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

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