Aldert Root Elementary Educational Foundation (EIN 202447719) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Ashley Parker

Phone

9192602715

Tax Period

2024-01-01 to 2024-12-31

Aldert Root Elementary Educational Foundation, founded in 2005, is a small nonprofit in the Education sector that reported $304K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $230,173

Program Service Revenue $0

Investment Income $17,394

Other Revenue $56,684

TOTAL REVENUE $304,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $324,842

Other Expenses $329,222

TOTAL EXPENSES $329,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,251	$272,796	+0.1%
Expenses	$329,222	$257,132	+0.3%
Net Income	$-24,971	$15,664	-2.6%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimarie Ankenbrand	Director	1.00	Director	$0	$0	$0
Jessie Barringer	Director	1.00	Director	$0	$0	$0
Alex Bean	Director	1.00	Director	$0	$0	$0
Andrew Bernstein	Director	1.00	Director	$0	$0	$0
Edwin Braswell	Director	1.00	Director	$0	$0	$0
Jonathan Broyles	Director	1.00	Director	$0	$0	$0
Stacey Buescher	Director	1.00	Director	$0	$0	$0
Penn Clarke	Director	1.00	Director	$0	$0	$0
Nicholas Hofer	Director	1.00	Director	$0	$0	$0
Whitney Otto	Director	1.00	Director	$0	$0	$0
Leslie Thompson	Director	1.00	Director	$0	$0	$0
Cheshire Webb	Director	1.00	Director	$0	$0	$0
Kade Ross	Treasurer	2.00	Officer	$0	$0	$0
Ashley Parker	Chair	2.00	Officer	$0	$0	$0
Liz Harrell	Vice Chair	2.00	Officer	$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
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

Aldert Root Elementary Educational Foundation