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Aldert Root Elementary Educational Foundation

Tax-deductible

Raleigh, NC501(c)(3)Since 2005Education EIN 20-2447719Revenue $290K in FY2025Latest return filed May 27, 2026

On file with the IRSrootfoundation.weebly.comRaleigh, NCTax-exempt since Jun 2005Publicly supported charity — 170(b)(1)(A)(vi)

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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.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2447719) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 15 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $8K a year · 3% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
99% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
2.1 mo
of spending, in cash
2.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $33K
4 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$290K
-5% vs prior year
Spent
$287K
To programs
99%
Net assets
$100K
By yearFY2021–FY2025
Revenue
$290K
FY2025▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2021$175K
FY2022$246K
FY2023$273K
FY2024$304K
FY2025$290K
Expenses
$287K
FY2025▼ -13%
Tap a bar for its year
Expenses by fiscal year
FY2021$92K
FY2022$284K
FY2023$257K
FY2024$329K
FY2025$287K
Net assets
$100K
FY2025▲ +30%
Tap a bar for its year
Net assets by fiscal year
FY2021$123K
FY2022$85K
FY2023$98K
FY2024$77K
FY2025$100K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $287K Management & general 0% · $160

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Kade Ross
Treasurer
$0Pt VII · Sec A
Will McElroy
Board Member
$0Pt VII · Sec A
Kimarie Ankenbrand
Board Member
$0Pt VII · Sec A
Alex Bean
Board Member
$0Pt VII · Sec A
Andrew Bernstein
Board Member
$0Pt VII · Sec A
Stacey Buescher
Board Member
$0Pt VII · Sec A
See Aldert Root Elementary Educational Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports student achievement and teaching excellence at Aldert Root Elementary through enrichment programs and resources.

Questions for Aldert Root Elementary Educational Foundation

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Your first name shows with your question. Aldert Root Elementary Educational Foundation answers here, for everyone.

1 program · $287K · in their own filed words · FY2025
01

The aldert root elementary educational foundation serves a critical role in the success of our school and our children. With your help, the root foundation is able to fund additional teaching positions above those provided by the wake county public school system budget.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2447719) · Dispute this line
$287Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
National Philanthropic TrustFY2024$13K
Vanguard Charitable Endowment ProgramFY2024$8K
American Online Giving Foundation INCFY2024$6K
Johnson Charitable Gift FundFY2024$6K
Total grants receivedfrom 4 funders$33K
See all 4 funders →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$290K
Ln 12
Gifts and grantsLn 1h$203K
Other incomeLn 4–11$64K
Investment incomeLn 3$24K
Money outPt IX
$287K
Ln 25
Programscol B$287K
Managementcol C$160
Owns and owesPt X
$100K
net assets · Ln 32
Cash and savingsLn 1–2$50K
Total assetsLn 16$100K
LiabilitiesLn 26$0
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$203K
Fundraising eventsLn 1c$203K
Investment incomeLn 3$24K
Other incomeLn 4–11$64K
Gains on assetsLn 7$20K
Total revenueLn 12$290K
Assets in detailPt X, end of year
CashLn 1$50K
Cash and savings togetherLn 1–2$50K
InvestmentsLn 11–13$50K
Total assetsLn 16$100K
LiabilitiesLn 26$0
Net assetsLn 32$100K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$50K$50K
InvestmentsLn 11–13$26K$50K
Total assetsLn 16$77K$100K
LiabilitiesLn 26$0$0
Net assetsLn 32$77K$100K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$150$150
Other fees for servicesLn 11g$10$10
Payments to affiliatesLn 21$285K$285K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$287K$287K$160$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 27, 2026 $290K$287K$3K$100K 990 PDF
FY2024Filed with the IRS Nov 10, 2025 $304K$329K−$25K$77K 990 PDF
FY2023Filed with the IRS Jul 18, 2024 $273K$257K$16K$98K 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $246K$284K−$37K$85K 990 PDF
FY2021Filed with the IRS Oct 5, 2022 $175K$92K$83K$123K 990 PDF

Schedules filed Part IV

A · Public support B · Donors G · Fundraising O · Explanations
See the full FY2025 990
Part I · Summary $290,446 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $230,173$202,534
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $17,394$23,966
I-11 Other revenuePrior year $56,684$63,946
I-12 Total revenuePrior year $304,251$290,446
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $329,222$286,970
I-18 Total expensesPrior year $329,222$286,970
I-19 Revenue less expensesPrior year −$24,971$3,476
Part VI · Governance 15 of 15 board members independent, 3 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $290,446 across 6 lines filed
VIII-1c Fundraising events$202,534
VIII-1h Total contributions, gifts and grants$202,534
VIII-3 Investment incomeExcluded from tax $3,490$3,490
VIII-7 Net gain or loss on sales of assetsExcluded from tax $20,476$20,476
VIII-8 Net income from fundraising eventsExcluded from tax $63,946$63,946
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $87,912$290,446
Part IX · Statement of functional expenses $286,970 across 4 lines filed
IX-11f Investment management feesManagement $150$150
IX-11g Other fees for servicesManagement $10$10
IX-21 Payments to affiliatesPrograms $284,585$284,585
IX-24 Other expenses (24a–d)Programs $2,225$2,225
IX-25 Total functional expensesPrograms $286,810 · Management $160 · Fundraising $0$286,970
Part X · Balance sheet $99,647 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $50,235$49,895
X-11 Publicly traded securitiesStart of year $26,288$49,752
X-16 Total assetsStart of year $76,523$99,647
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $76,523$99,647
X-32 Total net assets or fund balancesStart of year $76,523$99,647
X-33 Total liabilities and net assetsStart of year $76,523$99,647
Part XI · Reconciliation of net assets $99,647 net assets at year end
XI-1 Total revenue$290,446
XI-2 Total expenses$286,970
XI-3 Revenue less expenses$3,476
XI-4 Net assets at start of year$76,523
XI-5 Net unrealized gains (losses) on investments$19,648
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$99,647

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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