Civic Intelligence

Aldert Root Elementary Educational Foundation

990 • Fiscal year 2023 • EIN 20-2447719

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 18, 2024

Organization Profilerootfoundation.weebly.com
3202 Northampton StreetRaleigh, NC 27609

(919) 260-2715

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$98,135

Up $12,706 (+15%) from 2022

Net Assets

Up

$98,135

Up $12,706 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$272,796

Up $26,347 (+11%) from 2022

Expenses

Down

$257,132

Down $26,578 (-9.4%) from 2022

Net Income

Up

$15,664

Up $52,925 (+142%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $20,643Liabilities 2011: $02011Assets 2012: $37,457Liabilities 2012: $02012Assets 2013: $26,218Liabilities 2013: $02013Assets 2014: $31,876Liabilities 2014: $02014Assets 2015: $24,080Liabilities 2015: $02015Assets 2016: $41,818Liabilities 2016: $02016Assets 2017: $19,861Liabilities 2017: $02017Assets 2018: $8,536Liabilities 2018: $0Net Assets 2018: $8,5362018Assets 2019: $17,487Liabilities 2019: $0Net Assets 2019: $17,4872019Assets 2021: $122,690Liabilities 2021: $0Net Assets 2021: $122,6902021Assets 2022: $85,429Liabilities 2022: $0Net Assets 2022: $85,4292022Assets 2023: $98,135Liabilities 2023: $0Net Assets 2023: $98,1352023Assets 2024: $76,523Liabilities 2024: $0Net Assets 2024: $76,5232024

Highlighted filing

2023

Assets$98,135
Liabilities$0
Net Assets$98,135
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $78,193Expenses 2011: $64,348Net Income 2011: $13,8452011Revenue 2012: $92,076Expenses 2012: $75,262Net Income 2012: $16,8142012Revenue 2013: $53,083Expenses 2013: $64,322Net Income 2013: -$11,2392013Revenue 2014: $90,986Expenses 2014: $85,328Net Income 2014: $5,6582014Revenue 2015: $127,935Expenses 2015: $135,731Net Income 2015: -$7,7962015Revenue 2016: $168,103Expenses 2016: $150,365Net Income 2016: $17,7382016Revenue 2017: $171,346Expenses 2017: $193,303Net Income 2017: -$21,9572017Revenue 2018: $172,282Expenses 2018: $183,607Net Income 2018: -$11,3252018Revenue 2019: $184,384Expenses 2019: $175,433Net Income 2019: $8,9512019Revenue 2021: $175,300Expenses 2021: $92,065Net Income 2021: $83,2352021Revenue 2022: $246,449Expenses 2022: $283,710Net Income 2022: -$37,2612022Revenue 2023: $272,796Expenses 2023: $257,132Net Income 2023: $15,6642023Revenue 2024: $304,251Expenses 2024: $329,222Net Income 2024: -$24,9712024

Highlighted filing

2023

Revenue$272,796
Expenses$257,132
Net Income$15,664
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 18, 2024
Return Version
2023v5.1
Gross Receipts
$283,792
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$85,429$98,135▲ $12,706
Investments Other Securities$0$53,449▲ $53,449
Cash and Non-Interest-Bearing Accounts$85,429$44,686▼ $40,743
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$85,429$98,135▲ $12,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$85,429$98,135▲ $12,706
Total Liabilities and Net Assets / Fund Balance$85,429$98,135▲ $12,706

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$53,449--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ashley ParkerChair
Liz HarrellVice Chair
Alex BeanDirector
Andrew BernsteinDirector
Chesire WebbDirector
Edwin BraswellDirector
Jessie BarringerDirector
Jonathan BroylesDirector
Kimarie AnkenbrandDirector
Leslie ThompsonDirector
Nicholas HoferDirector
Penn ClarkeDirector
Stacey BuescherDirector
Whitney OttoDirector
Kade RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$236,750
Program Service Revenue
$0
Investment Income
$3,263
Other Revenue
$32,783
All Other Contributions
$50
Change in Net Assets
$15,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$254,577--$254,577
Fees for Services Other-$2,555-$2,555
Total Functional Expenses$254,577$2,555$0$257,132
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,635
Fundraising Direct Expenses$10,852
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Root Rocks Gala$280,335$43,635$1,823$41,812
Total Events$280,335$43,635$10,852$32,783
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A review of current year Form 990 is reviewed, approved and then signed by the Treasurer.”

Form 990, Part VI, Section C, line 19

“Governing Documents, conflict of interest policy, and financial statements are available by request in writing to the board of directors.”

Filing and Contact Details

Filer

Filer Name
Aldert Root Elementary Educational
EIN
20-2447719
Phone
9192602715
Address
3202 Northampton Street, Raleigh, NC 27609

Signing Officer

Name
Kade Ross
Title
Treasurer
Phone
9192602715
Signed
2024-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Parker
Formed
2005
Legal Domicile
Nc
Voting Board Members
24
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Heroux & Company LLP
Address
4700 Falls of Neuse Road Suite 110, Raleigh, NC 27609
Preparer
John P Heroux CPA
Phone
9197889570
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043635
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032783
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01823
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01823
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A review of current year Form 990 is reviewed, approved and then signed by the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing Documents, conflict of interest policy, and financial statements are available by request in writing to the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt085429
IRS990/TotalAssetsEOYAmt098135
IRS990/TotalAssetsGrp/BOYAmt085429
IRS990/TotalAssetsGrp/EOYAmt098135
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0236750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02555
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0254577
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt085429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098135
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0254577
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032783
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03263
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272796
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt085429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098135
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03202 Northampton Street
IRS990/USAddress/CityNm0Raleigh
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027609
IRS990/VotingMembersGoverningBodyCnt024
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0rootfoundation.weebly.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kade Ross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09192602715
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aldert Root Elementary Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALDE
ReturnHeader/Filer/EIN0202447719
ReturnHeader/Filer/PhoneNum09192602715
ReturnHeader/Filer/USAddress/AddressLine1Txt03202 Northampton Street
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562082565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heroux & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 Falls of Neuse Road Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197889570
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Heroux CPA
ReturnHeader/ReturnTs02024-07-18T17:21:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kade
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ross
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,135
Liabilities
$0
Net assets
$98,135
Revenue
$272,796
Expenses
$257,132
Net income
$15,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$3.04$3.29$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.73$2.57$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$2.46$2.84$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.75$0.92$0.83
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.84$1.75$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.72$1.84$0.11
2017Summary only. Only limited summary data is available for this year.$0.20$0.00$1.71$1.93$0.22
2016Summary only. Only limited summary data is available for this year.$0.42$0.00$1.68$1.50$0.18
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$1.28$1.36$0.08
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.91$0.85$0.06
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.53$0.64$0.11
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.92$0.75$0.17
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.78$0.64$0.14