Roots & Branches Conservancy is a 501(c)(3) organization based in Mill Valley, California, registered in 2014, with $677,292 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$677K
▲ 2.6% vs prior year
Arts & Culture median: $159K
Expenses (FY2024)
$614K
Net assets
$74K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Roots & Branches Conservancy— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Roots & Branches Conservancy: 1 mo reserves · +9% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Roots & Branches Conservancy— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Roots & Branches Conservancy: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $101K (FY2014) to $677K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
9.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$74K
Total liabilities
$0
Net assets
$74K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $677,292▲2.6% | $614,091▼6.6% | $74,123▲579% | $74,123▲579% | 990 |
| 2023 | $660,441▲25.1% | $657,269▲14.3% | $10,922▲40.9% | $10,922▲40.9% | 990 |
| 2022 | $527,913▼8.0% | $575,187▲8.0% | $7,750▼85.9% | $7,750▼85.9% | 990 |
| 2021 | $573,537▲5345% | $532,759▲6056% | $55,024▲286% | $55,024▲286% | 990 |
| 2020 | $10,533▼6.2% | $8,655▼95.1% | $14,246▲15.2% | $14,246▼91.7% | 990 |
| 2019 | $11,232▼97.5% | $175,190▼71.7% | $12,368▼92.9% | $172,368▼1.0% | 990 |
| 2018 | $441,550▼45.3% | $618,352▲3.4% | $174,101▼50.4% | $174,101▼50.4% | 990 |
| 2017 | $807,069▲20.0% | $597,918▲21.7% | $350,866▲49.4% | $350,866▲32.5% | 990 |
| 2015 | $672,641▲566% | $491,381▲938% | $234,900▲338% | $264,900▲380% | 990 |
| 2014 | $101,000 | $47,360 | $53,640 | $55,140 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
13 grants to Roots & Branches Conservancy totaling $182K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Network For Good Inc | Unrestricted | 2024 | $10,023 |
| Impactassets Inc | General support | 2024 | $10,000 |
| Donor Advised Charitable Giving | Arts, culture & humanities | 2023 | $20,000 |
| Network For Good Inc | Unrestricted | 2023 | $12,684 |
| Marin Community Foundation | Provide general operating support | 2023 | $10,000 |
| Impactassets Inc | General support | 2023 | $10,000 |
| Marin Community Foundation | General operating support | 2022 | $50,000 |
| Impactassets Inc | General support | 2022 | $10,500 |
| Impactassets Inc | General support | 2021 | $15,000 |
| Donor Advised Charitable Giving | Arts, culture & humanities | 2021 | $12,000 |
| Marin Community Foundation | Conservation work at mount tam | 2018 | $8,000 |
| Donor Advised Charitable Giving | Arts, culture & humanities | 2018 | $7,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2017 | $6,000 |
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Data for Roots & Branches Conservancy (EIN 47-1113611) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.