Civic Intelligence

Rooted Alliance Inc

EIN 83-0574010 • Chicago, IL

401 N Michigan Avenue 3100Chicago, IL 60611
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

1.37x

Higher debt load relative to assets than 98% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.12x

Higher debt load relative to revenue than 45% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

62%

Higher net margin than 90% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2022

Asset Growth

3rd percentile

-29%

Faster asset growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1862%

Faster revenue growth than 99% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,994,355

Down $798,056 (-29%) from 2023

Liabilities

Down

$2,737,848

Down $15,393,383 (-85%) from 2023

Net Assets

Up

-$743,493

Up $14,595,327 (+95%) from 2023

Revenue

Up

$23,577,755

Up $22,375,988 (+1862%) from 2023

Expenses

Down

$8,982,428

Down $884,550 (-9.0%) from 2023

Net Income

Up

$14,595,327

Up $23,260,538 (+268%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$10M$0-$10M-$20MAssets 2019: $2,555,825Liabilities 2019: $911,262Net Assets 2019: $1,644,5632019Assets 2020: $4,659,683Liabilities 2020: $1,830,583Net Assets 2020: $2,829,1002020Assets 2021: $2,335,555Liabilities 2021: $2,230,114Net Assets 2021: $105,4412021Assets 2022: $3,493,193Liabilities 2022: $10,166,802Net Assets 2022: -$6,673,6092022Assets 2023: $2,792,411Liabilities 2023: $18,131,231Net Assets 2023: -$15,338,8202023Assets 2024: $1,994,355Liabilities 2024: $2,737,848Net Assets 2024: -$743,4932024

Highlighted filing

2024

Assets$1,994,355
Liabilities$2,737,848
Net Assets-$743,493

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2019: $3,302,500Expenses 2019: $2,358,919Net Income 2019: $943,5812019Revenue 2020: $5,424,874Expenses 2020: $4,240,337Net Income 2020: $1,184,5372020Revenue 2021: $4,487,602Expenses 2021: $7,211,261Net Income 2021: -$2,723,6592021Revenue 2022: $408,383Expenses 2022: $7,187,433Net Income 2022: -$6,779,0502022Revenue 2023: $1,201,767Expenses 2023: $9,866,978Net Income 2023: -$8,665,2112023Revenue 2024: $23,577,755Expenses 2024: $8,982,428Net Income 2024: $14,595,3272024

Highlighted filing

2024

Revenue$23,577,755
Expenses$8,982,428
Net Income$14,595,327

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN RHODESVice President And SecretaryFT$247,500-$247,500
BYRON D TROTTDirector-$0--
WILLIAM R BUSHDirector-$0--
DAN H JESTERDirector-$0--
NOA A MEYERDirector / Chair-$0--
MICHAEL E BURNSTreasurer-$0--
LISA MACDOUGALLPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rooted Alliance Inc
EIN
83-0574010
Phone
3125296577
Address
401 N MICHIGAN AVENUE 3100, CHICAGO, IL 60611

Signing Officer

Name
Michael Burns
Title
Treasurer
Phone
3125296577
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
12830 EL CAMINO REAL SUITE 600, SAN DIEGO, CA 92130-2978
Preparer
Jocelyne Miller
Phone
6192326500
Raw XML AppendixShowing 400 of 632 raw XML fields

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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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2SUPPORT THE IMPLEMENTATION OF ROOTED MISSOURI, A STATEWIDE INITIATIVE TO IMPROVE OUTCOMES FOR MISSOURI STUDENTS AND COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE RIO GRANDE VALLEY AREA OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT UNION HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CITIZENS FOR EDUCATION EXCELLENCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1KILGORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2OZARKS TECHNICAL COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3WEST CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4EDUCATION SERVICE CENTER REGION 1 OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5TETON HIGHSCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6UNION R-XI SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt11100 BROADWAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt21001 E CHESTNUT EXPRESS WAY STE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3500 CHESTNUT ST STE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt41900 W SCHUNIOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt5555 ROSS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt61217 WEST MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0CORP CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1KILGORE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3ABILENE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4EDINBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5DRIGGS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm6UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd078405
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd175662
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd3796021464
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0398323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1115994
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9432490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10390625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11170788
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12140352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13533830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14141740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151094756
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROVIDE POSTSECONDARY ADVISING FOR HIGH SCHOOL STUDENTS IN SCHOOLS THAT HAVE BEEN SELECTED FOR THE TEXAS RURAL CCMR ACCELERATOR AND TO ADMINISTER THE ACCELERATOR INITIATIVE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT THE IMPLEMENTATION OF ROOTED MISSOURI, A STATEWIDE INITIATIVE TO IMPROVE OUTCOMES FOR MISSOURI STUDENTS AND COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT GRANTEES PROFESSIONAL DEVELOPMENT INSTITUTE AND THE PRESENTATION OF PROGRAMS OPEN TO THE PUBLIC, INCLUDING PROGRAMS AND EDUCATION REGARDING FINANCIAL AID, AND THE CREATION OF CAREER ADVISING RESOURCES AVAILABLE TO ALL COUNSELORS AND ADVISORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT UNRESTRICTED PAYMENTS TO GRADUATING SENIORS OF ARCADIA VALLEY HIGH SCHOOL AS PART OF AN EFFORT TO ENCOURAGE EXCITEMENT ABOUT AND COMMITMENT TO EDUCATION IN A COMMUNITY THAT HAS EXPERIENCED BARRIERS TO HIGHER EDUCATION RELATED TO LOW INCOME AND FAMILY BACKGROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT THE GRANTEES PROFESSIONAL DEVELOPMENT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT UNION HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE RIO GRANDE VALLEY AREA OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SUPPORT THE IMPLEMENTATION OF ROOTED MISSOURI, A STATEWIDE INITIATIVE TO IMPROVE OUTCOMES FOR MISSOURI STUDENTS AND COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT CLINTON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17LET'S GET READY INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITIZENS FOR EDUCATION EXCELLENCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KILGORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TETON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITIES FOUNDATION OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OZARKS TECHNICAL COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MISSOURI COLLEGE AND CAREER ATTAINMENT NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WEST CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7IMPACT CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MISSOURI CHAMBER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CITIZENS FOR EDUCATION EXCELLENCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10WEST CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11UNION HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12TETON HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13EDUCATION SERVICE CENTER REGION 1 OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14KILGORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15OZARKS TECHNICAL COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16CLINTON SR HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17NATIONAL GOVERNORS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15GOV

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