Nonprofit · EIN 20-2447719
ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION
Tax-exempt · RALEIGH, NC 27609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $290,446 | $286,970 | $3,476 | $99,647 | $0 | $99,647 |
| December 31, 2024 | 990 | $304,251 | $329,222 | -$24,971 | $76,523 | $0 | $76,523 |
| December 31, 2023 | 990 | $272,796 | $257,132 | $15,664 | $98,135 | $0 | $98,135 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $202,534
- Program service revenue
- $0
- Investment income
- $23,966
- Net gain from sales of assets
- $20,476
- Net income from fundraising events
- $63,946
- Other revenue
- $63,946
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $286,810
- Management and general (functional)
- $160
Balance sheet and other
- Total assets, start of year
- $76,523
- Total assets, end of year
- $99,647
- Total liabilities, end of year
- $0
- Net assets, end of year
- $99,647
- Publicly traded securities
- $49,752
- Net assets without donor restrictions
- $99,647
- Gross receipts
- $310,434
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2005
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ HARRELL | CHAIR Trustee or director, Officer | 2 | $0 |
| JESSIE BARRINGER | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| KADE ROSS | TREASURER Trustee or director, Officer | 2 | $0 |
| WILL MCELROY | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMARIE ANKENBRAND | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX BEAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW BERNSTEIN | BOARD MEMBER Trustee or director | 1 | $0 |
| STACEY BUESCHER | BOARD MEMBER Trustee or director | 1 | $0 |
| PENN CLARKE | BOARD MEMBER Trustee or director | 1 | $0 |
| NICHOLAS HOFER | BOARD MEMBER Trustee or director | 1 | $0 |
| WHITNEY OTTO | BOARD MEMBER Trustee or director | 1 | $0 |
| LESLIE THOMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| CHESHIRE WEBB | BOARD MEMBER Trustee or director | 1 | $0 |
| ASHLEY PARKER | BOARD MEMBER Trustee or director | 1 | $0 |
| OLIVER BROOKS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimarie Ankenbrand | Director Trustee or director | 1 | $0 |
| Jessie Barringer | Director Trustee or director | 1 | $0 |
| Alex Bean | Director Trustee or director | 1 | $0 |
| Andrew Bernstein | Director Trustee or director | 1 | $0 |
| Edwin Braswell | Director Trustee or director | 1 | $0 |
| Jonathan Broyles | Director Trustee or director | 1 | $0 |
| Stacey Buescher | Director Trustee or director | 1 | $0 |
| Penn Clarke | Director Trustee or director | 1 | $0 |
| Nicholas Hofer | Director Trustee or director | 1 | $0 |
| Whitney Otto | Director Trustee or director | 1 | $0 |
| Leslie Thompson | Director Trustee or director | 1 | $0 |
| Cheshire Webb | Director Trustee or director | 1 | $0 |
| Kade Ross | Treasurer Officer | 2 | $0 |
| Ashley Parker | Chair Officer | 2 | $0 |
| Liz Harrell | Vice Chair Officer | 2 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimarie Ankenbrand | Director Trustee or director | 1 | $0 |
| Jessie Barringer | Director Trustee or director | 1 | $0 |
| Alex Bean | Director Trustee or director | 1 | $0 |
| Andrew Bernstein | Director Trustee or director | 1 | $0 |
| Edwin Braswell | Director Trustee or director | 1 | $0 |
| Jonathan Broyles | Director Trustee or director | 1 | $0 |
| Stacey Buescher | Director Trustee or director | 1 | $0 |
| Penn Clarke | Director Trustee or director | 1 | $0 |
| Nicholas Hofer | Director Trustee or director | 1 | $0 |
| Whitney Otto | Director Trustee or director | 1 | $0 |
| Leslie Thompson | Director Trustee or director | 1 | $0 |
| Chesire Webb | Director Trustee or director | 1 | $0 |
| Kade Ross | Treasurer Officer | 2 | $0 |
| Ashley Parker | Chair Officer | 2 | $0 |
| Liz Harrell | Vice Chair Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3202 NORTHAMPTON ST, RALEIGH, NC 27609-6926
- In care of
- % ALDERT ROOT ELEMENTARY SCHOOL
- Mailing address (990-N for 2007)
- c/o John R Cella Jr Manning Fulton, Post Office Box 20389, Raleigh NC 276190389
- Principal officer (990 for 2025)
- KADE ROSS, 3202 NORTHAMPTON STREET, RALEIGH, NC 27609
- Principal officer (990-N for 2007)
- Alison R Cayton, Post Office Box 20389, Raleigh NC 276190389
- Signed the 990
- KADE ROSS, TREASURER
- Phone
- (919) 260-2715
- Website
- ROOTFOUNDATION.WEEBLY.COM
- Return prepared by
- THOMAS JUDY & TUCKER PA
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.
Program accomplishments
- 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. IN 2025-2026, THE ROOT EDUCATIONAL FOUNDATION IS FUNDING FOUR GRADE-LEVEL TEACHING POSITIONS. WE WORK WITH OUR PRINCIPAL TO DETERMINE HOW TO MAXIMIZE THE IMPACT OF FOUNDATION DOLLARS TO FUND TEACHERS ABOVE AND BEYOND HIS BUDGET.Expenses $286,810
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2447719
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B122)
- Assets (IRS master file)
- $99,647
- Income (IRS master file)
- $310,434
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $290,446 | $286,970 | $99,647 | XML |
| 990 | December 2024 | $304,251 | $329,222 | $76,523 | XML |
| 990 | December 2023 | $272,796 | $257,132 | $98,135 | XML |
| 990 | December 2022 | $246,449 | $283,710 | $85,429 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Alison R Cayton | December 31, 2007 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2447719).
Questions about ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION
- What is the EIN of ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION is 20-2447719.
- Is ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION?
- The 990 for the year ended December 31, 2025 names KADE ROSS.
- Who are the officers and directors of ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ALDERT ROOT ELEMENTARY EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $290,446, expenses of $286,970 and total assets of $99,647 at year end.
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