2024-11-14T18:10:45-06:00 2023-12-31 465577902 RICHARDSON & COMPANY LLP 550 HOWE AVENUE SUITE 210 SACRAMENTO CA 95825 990 2023-01-01 872183308 ORGANIZING ROOTS INC ORGA 5622014494 548 MARKET ST 46028 SAN FRANCISCO CA 94104 TIA MARTINEZ CO-MANAGING PARTNER 5622014494 2024-11-12 1 0 CURT JENSON P01208626 9165648727 2024-11-06 2023 2024-10-15 13:58:12Z TIA E MARTINEZ 548 MARKET ST 46028 SAN FRANCISCO CA 94104 1111209 0 X WWW.ORGANIZINGROOTS.ORG X 2021 CA 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. 3 3 9 3 0 0 1746765 724288 0 383257 0 3664 4725 0 1751490 1111209 0 100 0 0 0 922500 0 0 9088 84250 231238 84250 1153838 1667240 -42629 1670710 1675837 3470 50470 1667240 1625367 X 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. 0 0 885482 100 383257 EDUCATION JUSTICE: STRATEGY PLANNING, IMPLEMENTATION SUPPORT, TRAINING, AND DATA ANALYSIS FOR A REGIONAL COALITION OF COMMUNITY ORGANIZING GROUPS IN CALIFORNIA'S CENTRAL VALLEY. RAN WEEK-LONG TRAINING ON THE BASIC ELEMENTS OF COMMUNITY ORGANIZING. THROUGH A YEAR-LONG PROCESS, WE DEVELOPED A TWO-YEAR TRANSITION PLAN FOR THE FOUNDING, OUTGOING LEADERSHIP COMMITTEE OF A STATEWIDE GRASSROOTS COALITION ADVOCATING FOR THE DISMANTLING OF THE SCHOOL-TO-PRISON PIPELINE. IN 2023, WE PROVIDED A NINE-MONTH LEADERSHIP DEVELOPMENT PROGRAM FOR COALITION MEMBERS AND THEN, IN 2024, OPENED A SERIES OF MONTHLY LEARNING SESSIONS TO ALL STAFF AT MEMBER ORGANIZATIONS. IN THE COMING YEAR, WE PLAN TO ONBOARD THE NEW LEADERSHIP COMMITTEE.DESIGNED AND DELIVERED TRAINING ON THE IMPACTS OF THE SCHOOL-TO-PRISON PIPELINE IN CALIFORNIA NATIVE COMMUNITIESFOUNDATION STRATEGY: SUPPORTED PROGRAM LEADERSHIP IN A LARGE FOUNDATION TO EXECUTE ACROSS NINE TEAMS A LONG-TERM INTEGRATED STRATEGY TO STRENGTHEN THE FOUNDATION'S SUPPORT FOR GRASSROOTS RACIAL JUSTICE ORGANIZING. JUSTICE REINVESTIMENT: PROVIDED BACKBONE SUPPORT TO A NEW COALITION OF GROUPS FOCUSED ON ENDING INCARCERATION AND IMPROVING OUTCOMES AMONG GIRLS INVOLVED IN THE JUVENILE JUSTICE AND CHILD WELFARE SYSTEMS. THE WORK INCLUDED CONVENING, COACHING, TRAININGS, AND STRATEGY DEVELOPMENT.MOVEMENT INFRASTRUCTURE: TRAINED COHORTS OF ORGANIZERS IN DATA ANALYSIS, INCLUDING USE OF TABLEAU, AND EXCEL, AND SPSS INCLUDING NATIVE ORGANIZERS.EDUCATION JUSTICE & JUSTICE REINVESTMENT: DESIGNED AND RAN AN EXPERIENTIAL LEARNING COHORT OF YOUTH AND COMMUNITY ORGANIZERS IN OAKLAND TO IMPROVE AND REFINE THEIR PRACTICE.DESIGNED AND RAN A COHORT OF NEW, SMALL GRASSROOTS ORGANIZATIONS IN THE CENTRAL VALLEY DESIGNED TO INCREASE KNOWLEDGE AND IMPROVE THEIR ABILITY TO RUN A NON-PROFIT. AREAS COVERED INCLUDED FINANCIAL SYSTEMS, HUMAN RESOURCES, OPERATIONS, LABOR LAW, TAX LAW, STRATEGY, AND COMMUNICATIONS. 885482 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X BALANCEEDGE ACCOUNTING & TAX SERVICES LLC 5622014494 7970 COPPERWOOD DR CITRUS HEIGHTS CA 95610 TAMMY LUU PRESIDENT 0.10 0.00 X X 0 0 0 KATHY MAESTAS TREASURER 0.10 0.00 X X 0 0 0 DAMON AZALI-ROJAS SECRETARY 0.10 0.00 X 0 0 0 JACQUELYN JOHNSON SENIOR PARTNER 40.00 0.00 X 158453 0 9883 DANIEL KIM CO-MANAGING PARTNER 40.00 0.00 X 134615 0 15546 TIA MARTINEZ CO-MANAGING PARTNER 40.00 0.00 X 158622 0 9883 451690 0 35312 3 0 1 0 0 724288 724288 CONTRACT REVENUE 541610 383257 383257 383257 3664 3664 1111209 383257 0 3664 100 100 487002 417821 60505 8676 350233 304843 45390 12414 10351 2063 10979 169 10810 61872 53312 8148 412 2685 2685 48812 48812 47144 41449 5695 3237 3237 1116 114 1002 10197 5054 5143 184 8 176 80815 45007 35808 20844 7254 13590 16204 16204 1153838 885482 259268 9088 1202652 691408 633664 468058 350765 1670710 1675837 3470 50470 3470 50470 X 1667240 1548078 77289 1667240 1625367 1670710 1675837 -42629 756 0 X 0 0 0 X 1746765 724288 2471053 1746765 724288 2471053 1564197 906856 3664 3664 2474717 377982 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 0 0 0 0 0 0 0 TIA MARTINEZ CO-MANAGING PARTNER 158622 0 0 0 0 0 7933 0 1950 0 168505 0 0 0 JACQUELYN JOHNSON SENIOR PARTNER 158453 0 0 0 0 0 7933 0 1950 0 168336 0 0 0 DANIEL KIM CO-MANAGING PARTNER 134615 0 0 0 0 0 6731 0 8815 0 150161 0 0 0 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 15 A FULL ANALYSIS OF THE FIELD AND COMPENSATION FOR ALL STAFF WERE MADE IN 2022 FOR THE 2023 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 STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.