ROOTED

EIN: 823215105 501(c)(3) Education

DENVER, CO

Total Revenue
$4,269,410
Total Expenses
$4,986,941
Total Assets
$698,230
Net Assets
$496,066
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CO
Principal Officer
PATRICK DONOVAN
Phone
7206028377
Tax Period
2023-07-01 to 2024-06-30

ROOTED, founded in 2017, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. Expenses of $5.0M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO DRAMATICALLY INCREASE THE NUMBER OF DPS STUDENTS ATTENDING SCHOOLS THAT PARTNER AUTHENTICALLY WITH COMMUNITIES TO DELIVER A HIGH QUALITY EDUCATION FOR ALL.

Program Service Accomplishments

Program 1
Expenses: $1,935,888

STRATEGIC PARTNER - ROOTED WILL COALESCE PARTNERS IN SUPPORT OF A VISION AND STRATEGIES TO IMPROVE ACADEMIC OUTCOMES, AND HOLD ALL OF THE STAKEHOLDERS ACCOUNTABLE FOR ACHIEVING THOSE OUTCOMES...

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STRATEGIC PARTNER - ROOTED WILL COALESCE PARTNERS IN SUPPORT OF A VISION AND STRATEGIES TO IMPROVE ACADEMIC OUTCOMES, AND HOLD ALL OF THE STAKEHOLDERS ACCOUNTABLE FOR ACHIEVING THOSE OUTCOMES, ROOTED'S INDEPENDENCE WILL ALLOW IT TO APPROACH THIS TASK WITH URGENCY, LONG-TERM COMMITMENT AND STABILITY, AND A FOCUS ON BOTH HIGH QUALITY SCHOOLS AND EQUITY. ROOTED BELIEVES THAT THE BEST WAY FOR OUR PUBLIC EDUCATION SYSTEM TO DRAMATICALLY EXPAND ACCESS TO A HIGH QUALITY EDUCATION FOR ALL CHILDREN IS TO SUPPORT SCHOOL AUTONOMY AND AUTONOMOUS LEADERS AND EMPOWER AND PARTNER WITH THE COMMUNITIES MOST IMPACTED BY EDUCATIONAL INEQUITY.

Program 2
Expenses: $2,018,457

INVESTOR - ROOTED WILL RAISE AND COORDINATE THE USE OF PHILANTHROPIC RESOURCES ALIGNED WITH ACHIEVING THE ORGANIZATIONS MISSION. ROOTED WILL ENSURE THAT THE RESOURCES AVAILABLE ARE ALIGNED WITH...

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INVESTOR - ROOTED WILL RAISE AND COORDINATE THE USE OF PHILANTHROPIC RESOURCES ALIGNED WITH ACHIEVING THE ORGANIZATIONS MISSION. ROOTED WILL ENSURE THAT THE RESOURCES AVAILABLE ARE ALIGNED WITH EFFECTIVE HIGH QUALITY SEATS AND COMMUNITY PARTNERSHIP STRATEGIES AND ARE USED TO SUPPORT THE MOST CRITICAL STRATEGIES, TACTICS, AND PARTNERS. ROOTED WILL FOCUS ON INVESTMENTS IN QUALITY SCHOOL DEVELOPMENT, COMMUNITY EMPOWERMENT PARTNERSHIP/ADVOCACY AND EFFECTIVE SCHOOL LEADER AND TEACHER TALENT.

Program 3
Expenses: $494,010

ADVOCATE -ROOTED WILL WORK TO ENSURE THE EXISTENCE OF A POLICY ENVIRONMENT THAT SUPPORTS THE SUCCESS OF QUALITY SCHOOLS. ROOTED WILL SEEK AN ENVIRONMENT WHERE SCHOOL LEADERS AND COMMUNITIES HAVE THE...

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ADVOCATE -ROOTED WILL WORK TO ENSURE THE EXISTENCE OF A POLICY ENVIRONMENT THAT SUPPORTS THE SUCCESS OF QUALITY SCHOOLS. ROOTED WILL SEEK AN ENVIRONMENT WHERE SCHOOL LEADERS AND COMMUNITIES HAVE THE AUTONOMY THEY NEED TO MAKE AND ADVOCATE FOR DECISIONS IN THE BEST INTERESTS OF STUDENTS: WHERE SCHOOLS OPERATE UNDER CLEAR PERFORMANCE EXPECTATIONS AND ACCOUNTABILITY AND WHERE PARENTS/FAMILIES ARE PROVIDED INFORMATION AND AGENCY TO MAKE INFORMED CHOICES FOR THEIR CHILDREN, AND HAVE RESOURCES THAT ARE EQUITABLY ALLOCATED TO SUPPORT HIGH QUALITY EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,264,285
Program Service Revenue $0
Investment Income $4,585
Other Revenue $540
TOTAL REVENUE $4,269,410

Expense Breakdown

Grants Paid $2,053,165
Salaries & Benefits $1,091,798
Fundraising Expenses $28,474
Program Expenses $4,515,175
Other Expenses $1,841,978
TOTAL EXPENSES $4,986,941

Year-over-Year Comparison

2023 2022 Change
Revenue $4,269,410 $2,050,074 +1.1%
Expenses $4,986,941 $5,697,961 -0.1%
Net Income $-717,531 $-3,647,887 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
8
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
4
$324,874
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK DONOVAN MANAGING PAR 40.00
Officer
$265,888 $58,986 $324,874
VICTORIA SCOTT-HAYNES PARTNER OF R 40.00
Highest
$159,000 $31,293 $190,293
LATIA HENDERSON PARTNER OF C 40.00
Highest
$140,079 $47,504 $187,583
AMBAR SUERO PARTNER OF A 40.00
Highest
$144,431 $37,349 $181,780
BRENDA J ALLEN CHAIR 1.00
Officer Director
$0 $0 $0
ETHAN GRAY TREASURER 1.00
Officer Director
$0 $0 $0
DWIGHT JONES SECRETARY 1.00
Officer Director
$0 $0 $0
LUIS DE LA FUENTE DIRECTOR 1.00
Director
$0 $0 $0
ANGIE PACCIONE DIRECTOR 1.00
Director
$0 $0 $0
THOMAS A GOUGEON DIRECTOR 1.00
Director
$0 $0 $0
SEAN VANBERSCHOT DIRECTOR 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 No data No data No data No data
2024 $4,269,410 $4,986,941 $698,230 $-717,531
2023 $2,050,074 $5,697,961 $1,496,052 $-3,647,887
2022 $5,451,366 $5,438,070 $4,954,535 $13,296
2021 $7,608,549 $9,226,972 $4,963,250 $-1,618,423
2020 $9,569,872 $6,876,558 $7,432,149 $2,693,314
2019 $8,098,345 $6,958,753 $4,526,362 $1,139,592
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