Nonprofit · EIN 45-2981640
UPWARD ROOTS INC
Tax-exempt · OAKLAND, CA 94601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $166,630 | $164,381 | $2,249 | $212,484 | $5,933 | $206,551 |
| June 30, 2024 | 990-EZ | $181,177 | $159,616 | $21,561 | $208,571 | $4,269 | $204,302 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $120,833
- Program service revenue
- $45,450
- Investment income
- $347
Expenses
- Compensation of officers, directors and key employees
- $94,000
- Salaries, compensation and benefits (total)
- $122,773
- Professional fees and payments to contractors
- $7,344
- Occupancy
- $974
- Other expenses
- $33,290
- Program services (functional)
- $121,915
Balance sheet and other
- Total assets, start of year
- $208,571
- Total assets, end of year
- $212,484
- Total liabilities, end of year
- $5,933
- Net assets, end of year
- $206,551
- Cash, savings and investments
- $212,484
- Gross receipts
- $166,630
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Knight | Executive Dir. | 40 | $94,000 |
| Anthony Rodriguez | Board Chair | 0.5 | $0 |
| Andrea Lynn | Treasurer | 0.5 | $0 |
| Jacquelyn Perl | Secretary | 0.5 | $0 |
| Drew DeWalt | At Large | 0.5 | $0 |
| Francis Ortman | At Large | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Knight | Executive Dir. | 40 | $92,192 |
| Drew DeWalt | Board Chair | 0.5 | $0 |
| Jacqueline Calderon Perl | Secretary | 0.5 | $0 |
| Andrea Lynn | Treasurer | 0.5 | $0 |
| Anthony Rodriguez | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2744 E 11TH ST STE H03B-6, OAKLAND, CA 94601-1440
- Signed the 990-EZ
- Andrea Lynn, Treasurer
- Phone
- (510) 488-4490
- Website
- www.upwardroots.org
- Return prepared by
- Iryna AC
California records
California keeps its own records of charities and corporations. Search them by EIN 45-2981640 or by the name UPWARD ROOTS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.
Program accomplishments
- Founded in 2010, Upward Roots engages youth in a dynamic curriculum based on education, leadership, and service learning,promoting the idea that each and every young person can be a positive changemaker within their community. By providing thesupport needed to successfully plan and execute community service projects of their own design, Upward Rootshelps young people develop into emerging leaders, while also improving self-confidence, academic progress, personal developmentand civic attitudes.In our programs, community service is a youth-led, experiential learning process, where youth identify needs that they are passionateabout and design service solutions to address those needs. When we let youth lead, positive change happens. UR partners withOakland Title 1 public elementary and middle schools where over 90% of URs changemakers are eligible for free or reduced-price lunch. Over the course of 10-12 afterschool sessions in a semester, participants engage in URs dynamic curriculum. The program is designed to provide the space and structure for participants to grow personally and act collectively to create positive change through planning and leading a community service project to address a need that they are passionate about impacting.Expenses $121,915
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-2981640
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O50)
- Assets (IRS master file)
- $212,484
- Income (IRS master file)
- $166,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $166,630 | $164,381 | $212,484 | IRS |
| 990-EZ | June 2024 | $181,177 | $159,616 | $208,571 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2981640).
Questions about UPWARD ROOTS INC
- What is the EIN of UPWARD ROOTS INC?
- The employer identification number (EIN) of UPWARD ROOTS INC is 45-2981640.
- Is UPWARD ROOTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to UPWARD ROOTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPWARD ROOTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPWARD ROOTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPWARD ROOTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of UPWARD ROOTS INC?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $94,000 (Elizabeth Knight, Executive Dir.).
- How much revenue does UPWARD ROOTS INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $166,630, expenses of $164,381 and total assets of $212,484 at year end.
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