Aldert Root Elementary Educational Foundation
Aldert Root Elementary Educational Foundation consistently directs all funds to programs with no executive compensation.
EIN: 202447719 · Raleigh, NC · NTEE: B122 · Updated: 2026-03-28
Is Aldert Root Elementary Educational Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Aldert Root Elementary Educational Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Aldert Root Elementary Educational Foundation
Aldert Root Elementary Educational Foundation (EIN: 202447719) is a nonprofit organization based in Raleigh, NC, classified under NTEE code B122. The organization reported total revenue of $326K and total assets of $77K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Aldert Root Elementary Educational Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Aldert Root Elementary Educational Foundation is a small nonprofit that has been operating for 21 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $273K |
| Total Expenses | $257K |
| Surplus / Deficit | +$16K |
| Total Assets | $98K |
| Net Assets | $98K |
| Operating Margin | 5.7% |
| Months of Reserves | 4.6 months |
Financial Health Grade: A
In 2023, Aldert Root Elementary Educational Foundation reported a surplus of $16K with revenue exceeding expenses, holds 4.6 months of operating reserves (adequate).
Financial Trends
Over 12 years of filings (2011–2023), Aldert Root Elementary Educational Foundation's revenue has grown at a compound annual growth rate (CAGR) of 11.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +10.7% | -9.4% | +14.9% |
| 2022 | +40.6% | +208.2% | -30.4% |
| 2021 | -4.9% | -47.5% | +601.6% |
| 2019 | +7.0% | -4.5% | +104.9% |
| 2018 | +0.5% | -5.0% | -57.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Aldert Root Elementary Educational Foundation with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Aldert Root Elementary Educational Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $16K, with revenue exceeding expenses.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is entirely volunteer-based, which is highly commendable for a nonprofit of its size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Aldert Root Elementary Educational Foundation:
- Consistent 0% officer compensation, indicating volunteer leadership.
- Zero reported liabilities across all filings, showing strong financial management.
- Consistent growth in revenue over the past decade, demonstrating increasing support.
- High percentage of expenses directed towards program services due to no executive compensation.
- Positive net assets and responsible spending, with expenses generally aligning with revenue.
Frequently Asked Questions about Aldert Root Elementary Educational Foundation
Is Aldert Root Elementary Educational Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Aldert Root Elementary Educational Foundation (EIN: 202447719) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.
How does Aldert Root Elementary Educational Foundation spend its money?
Aldert Root Elementary Educational Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Aldert Root Elementary Educational Foundation tax-deductible?
Aldert Root Elementary Educational Foundation is registered as a tax-exempt nonprofit (EIN: 202447719). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Aldert Root Elementary Educational Foundation a good charity?
Yes, based on its financial data, the foundation appears to be a very good charity. It consistently reports 0% officer compensation, indicating all funds are directed to its mission, and maintains zero liabilities, reflecting sound financial health.
How has the foundation's revenue trended over time?
The foundation has shown significant revenue growth, increasing from $53,083 in 2013 to $272,796 in 2023, demonstrating growing community support and fundraising success.
What is the organization's approach to executive compensation?
The organization has a highly commendable approach to executive compensation, consistently reporting 0% officer compensation, meaning all leadership roles are voluntary.
Filing History
IRS 990 filing history for Aldert Root Elementary Educational Foundation showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2011–2023), Aldert Root Elementary Educational Foundation's revenue has grown by 248.9%, moving from $78K to $273K. Total assets increased by 375.4% over the same period, from $21K to $98K. Total functional expenses rose by 299.6%, from $64K to $257K. In its most recent filing year (2023), Aldert Root Elementary Educational Foundation reported a surplus of $16K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $273K | $257K | $98K | $0 | — | — |
| 2022 | $246K | $284K | $85K | $0 | — | View 990 |
| 2021 | $175K | $92K | $123K | $0 | — | View 990 |
| 2019 | $184K | $175K | $17K | $0 | — | View 990 |
| 2018 | $172K | $184K | $9K | $0 | — | View 990 |
| 2017 | $171K | $193K | $20K | $0 | — | View 990 |
| 2016 | $168K | $150K | $42K | $0 | — | View 990 |
| 2015 | $128K | $136K | $24K | $0 | — | View 990 |
| 2014 | $91K | $85K | $32K | $0 | — | View 990 |
| 2013 | $53K | $64K | $26K | $0 | — | View 990 |
| 2012 | $92K | $75K | $37K | $0 | — | View 990 |
| 2011 | $78K | $64K | $21K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $273K, expenses of $257K, and assets of $98K (revenue +10.7% year-over-year).
- 2022: Revenue of $246K, expenses of $284K, and assets of $85K (revenue +40.6% year-over-year).
- 2021: Revenue of $175K, expenses of $92K, and assets of $123K (revenue -4.9% year-over-year).
- 2019: Revenue of $184K, expenses of $175K, and assets of $17K (revenue +7.0% year-over-year).
- 2018: Revenue of $172K, expenses of $184K, and assets of $9K (revenue +0.5% year-over-year).
- 2017: Revenue of $171K, expenses of $193K, and assets of $20K (revenue +1.9% year-over-year).
- 2016: Revenue of $168K, expenses of $150K, and assets of $42K (revenue +31.4% year-over-year).
- 2015: Revenue of $128K, expenses of $136K, and assets of $24K (revenue +40.6% year-over-year).
- 2014: Revenue of $91K, expenses of $85K, and assets of $32K (revenue +71.4% year-over-year).
- 2013: Revenue of $53K, expenses of $64K, and assets of $26K (revenue -42.3% year-over-year).
- 2012: Revenue of $92K, expenses of $75K, and assets of $37K (revenue +17.8% year-over-year).
- 2011: Revenue of $78K, expenses of $64K, and assets of $21K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Aldert Root Elementary Educational Foundation:
Data Sources and Methodology
This transparency report for Aldert Root Elementary Educational Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.