ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION

EIN: 202447719 501(c)(3) Education

RALEIGH, NC

Total Revenue
$290,446
Total Expenses
$286,970
Total Assets
$99,647
Net Assets
$99,647
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
NC
Principal Officer
KADE ROSS
Phone
9192602715
Tax Period
2025-01-01 to 2025-12-31

ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $290K in total revenue in fiscal year 2025.

Mission

TO PROMOTE STUDENT ACHIEVEMENT, TEACHING EXCELLENCE AND QUALITY EDUCATIONAL PROGRAMS AT ALDERT ROOT ELEMENTARY SCHOOL IN RALEIGH, NORTH CAROLINA THROUGH CURRICULUM ENRICHMENT PROGRAMS, TEACHING AND STAFF POSITIONS, LIBRARY AND TECHNOLOGY RESOURCES, AND TEACHER AND STAFF ENRICHMENT.

Program Service Accomplishments

Program 1
Expenses: $286,810

THE ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION SERVES A CRITICAL ROLE IN THE SUCCESS OF OUR SCHOOL AND OUR CHILDREN. WITH YOUR HELP, THE ROOT FOUNDATION IS ABLE TO FUND ADDITIONAL TEACHING...

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THE ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION SERVES A CRITICAL ROLE IN THE SUCCESS OF OUR SCHOOL AND OUR CHILDREN. WITH YOUR HELP, THE ROOT FOUNDATION IS ABLE TO FUND ADDITIONAL TEACHING POSITIONS ABOVE THOSE PROVIDED BY THE WAKE COUNTY PUBLIC SCHOOL SYSTEM BUDGET. IN 2025-2026, THE ROOT EDUCATIONAL FOUNDATION IS FUNDING FOUR GRADE-LEVEL TEACHING POSITIONS. WE WORK WITH OUR PRINCIPAL TO DETERMINE HOW TO MAXIMIZE THE IMPACT OF FOUNDATION DOLLARS TO FUND TEACHERS ABOVE AND BEYOND HIS BUDGET.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $202,534
Program Service Revenue $0
Investment Income $23,966
Other Revenue $63,946
TOTAL REVENUE $290,446

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $286,810
Other Expenses $286,970
TOTAL EXPENSES $286,970

Year-over-Year Comparison

2025 2024 Change
Revenue $290,446 $304,251 0.0%
Expenses $286,970 $329,222 -0.1%
Net Income $3,476 $-24,971 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LIZ HARRELL CHAIR 2.00
Officer Director
$0 $0 $0
JESSIE BARRINGER VICE CHAIR 2.00
Officer Director
$0 $0 $0
KADE ROSS TREASURER 2.00
Officer Director
$0 $0 $0
WILL MCELROY BOARD MEMBER 1.00
Director
$0 $0 $0
KIMARIE ANKENBRAND BOARD MEMBER 1.00
Director
$0 $0 $0
ALEX BEAN BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREW BERNSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
STACEY BUESCHER BOARD MEMBER 1.00
Director
$0 $0 $0
PENN CLARKE BOARD MEMBER 1.00
Director
$0 $0 $0
NICHOLAS HOFER BOARD MEMBER 1.00
Director
$0 $0 $0
WHITNEY OTTO BOARD MEMBER 1.00
Director
$0 $0 $0
LESLIE THOMPSON BOARD MEMBER 1.00
Director
$0 $0 $0
CHESHIRE WEBB BOARD MEMBER 1.00
Director
$0 $0 $0
ASHLEY PARKER BOARD MEMBER 1.00
Director
$0 $0 $0
OLIVER BROOKS BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $290,446 $286,970 $99,647 $3,476
2024 $304,251 $329,222 $76,523 $-24,971
2023 $272,796 $257,132 $98,135 $15,664
2022 $246,449 $283,710 $85,429 $-37,261
2021 $175,300 $92,065 $122,690 $83,235
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