Civic Intelligence

Aldert Root Elementary Educational Foundation

990 • Fiscal year 2021 • EIN 20-2447719

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 15, 2022

Organization Profilerootfoundation.weebly.com
PO Box 20981Raleigh, NC 27619

(919) 787-8880

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

47%

Higher net margin than 82% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

94th percentile

165%

Faster asset growth than 94% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

52nd percentile

-2.5%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$122,690

Up $105,203 (+602%) from 2019

Net Assets

Up

$122,690

Up $105,203 (+602%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin82nd percentile

Revenue

Down

$175,300

Down $9,084 (-4.9%) from 2019

Expenses

Down

$92,065

Down $83,368 (-48%) from 2019

Net Income

Up

$83,235

Up $74,284 (+830%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2021

Assets$122,690
Liabilities$0
Net Assets$122,690
Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

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

2021

Revenue$175,300
Expenses$92,065
Net Income$83,235
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 15, 2022
Return Version
2021v4.2
Gross Receipts
$175,300
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
Cash and Non-Interest-Bearing Accounts$39,455$122,690▲ $83,235
Rtn Earn Endowment Incm Other Fnds$39,455$122,690▲ $83,235
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$39,455$122,690▲ $83,235
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,455$122,690▲ $83,235
Total Liabilities and Net Assets / Fund Balance$39,455$122,690▲ $83,235
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Ashley ParkerChair
Helen MoriseyPresident/Chair
Avery KnightDirector
Avril TannerDirector
Blake FricksDirector
Caroline BoykinDirector
Caroline CarrisonDirector
Chris SmithDirector
Christina TaylorDirector
Henriette Williams-AlexanderDirector
Jessie MaynardDirector
Jonathan BroylesDirector
Stacey BuescherDirector
Will EcksteinDirector
Rachael YelvertonSecretary
Shannon CassellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,300
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$175,300
Change in Net Assets
$83,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,065
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$91,861--$91,861
Fees for Services Other-$204-$204
Total Functional Expenses$91,861$204$0$92,065
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
9197878880
Address
PO Box 20981, Raleigh, NC 27619

Signing Officer

Name
Shannon Cassell
Title
Treasurer
Phone
9197878880
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Morisey
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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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt039455
IRS990/TotalAssetsEOYAmt0122690
IRS990/TotalAssetsGrp/BOYAmt039455
IRS990/TotalAssetsGrp/EOYAmt0122690
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0175300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0204
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091861
IRS990/TotalFunctionalExpensesGrp/TotalAmt092065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039455
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0122690
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091861
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175300
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039455
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0122690
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 20981
IRS990/USAddress/CityNm0Raleigh
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027619
IRS990/VotingMembersGoverningBodyCnt024
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0rootfoundation.weebly.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Shannon Cassell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09197878880
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aldert Root Elementary Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALDE
ReturnHeader/Filer/EIN0202447719
ReturnHeader/Filer/PhoneNum09197878880
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 20981
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027619
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/PreparationDt02022-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Heroux CPA
ReturnHeader/ReturnTs02022-10-05T11:53:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Shannon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cassell
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,690
Liabilities
$0
Net assets
$122,690
Revenue
$175,300
Expenses
$92,065
Net income
$83,235
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