ROOTED ALLIANCE INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROOTED ALLIANCE INC (EIN 83-0574010)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349101219
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:12:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12830 EL CAMINO REAL SUITE 600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921302978 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830574010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOTED ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROOT | BusinessNameControlTxt |
| Phone | 3125296577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVENUE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BURNS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3125296577 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOCELYNE MILLER | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 6192326500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,994,355 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,484,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,955 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,577,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,955 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,051 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $78,273 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $79,529 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,364 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,571,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,623,371 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,212 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,212 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $234,827 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $239,345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,195,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,985,457 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,787,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,116,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,982,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,102,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,595,327 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,989,601 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,540,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,540,587 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $330,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $660,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $330,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $330,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $142,810 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $123,768 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $123,768 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $2,792,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,994,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,994,355 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $230,524 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $166,697 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,900,707 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,571,151 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $15,000,000 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $18,131,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,737,848 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$15,998,820 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$578,493 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $660,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | -$165,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$15,338,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$743,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,792,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,994,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$15,338,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,595,327 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$743,493 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$743,493 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,292 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,292 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,368 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $68 | EsPenaltyAmt |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://ROOTEDALLIANCE.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BURNS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126607308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVENUE NO 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BYRON D TROTT | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WILLIAM R BUSH | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| DAN H JESTER | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| NOA A MEYER | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | DIRECTOR / CHAIR | 0.20 | $0 | $0 | $0 |
| MICHAEL E BURNS | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | TREASURER | 0.20 | $0 | $0 | $0 |
| LISA MACDOUGALL | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| SUSAN RHODES | ||||||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | VICE PRESIDENT AND SECRETARY | 40.00 | $247,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MGT OF AMERICA CONSULTING LLC | |||||
| 4320 WEST KENNEDY BLVD | TAMPA | FL | 33609 | CONSULTING | $1,369,895 |
| WATERSHED ADVISORS LLC | |||||
| 3014 DAUPHINE ST STE A 50039 | NEW ORLEANS | LA | 70117 | CONSULTING | $943,755 |
| MARY GARNER | |||||
| 1099 HURRICANE CREEK RD | WAYNESBORO | TN | 38485 | CONSULTING | $77,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,490,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,490,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,490,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,452,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,292 | TotalTaxAmt |
| Distributable Before Adj | $121,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,102,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,102,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,731,083 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,266,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,706,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,373,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,248,465 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,326,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,102,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,981,008 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,307,347 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,731,083 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,576,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,266,718 | ExcessFromYear4Amt |
| Excess From Year3 | $6,706,744 | ExcessFromYear3Amt |
| Excess From Year2 | $6,373,329 | ExcessFromYear2Amt |
| Excess From Year1 | $9,248,465 | ExcessFromYear1Amt |
| Excess From Current Year | $8,981,008 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITIZENS FOR EDUCATION EXCELLENCE INC | ||||||
| 518 S ENTERPRISE PARKWAY SUITE D | CORP CHRISTI | TX | 78405 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS. | $398,323 |
| KILGORE COLLEGE | ||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS | $115,994 |
| TETON HIGH SCHOOL | ||||||
| 555 ROSS AVENUE | DRIGGS | ID | 834225220 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL | $85,859 |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 752258146 | PC | TO 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. | $665,304 |
| OZARKS TECHNICAL COMMUNITY COLLEGE | ||||||
| 1001 E CHESTNUT EXPRESS WAY STE 205 | SPRINGFIELD | MO | 65802 | GOV | SUPPORT THE IMPLEMENTATION OF ROOTED MISSOURI, A STATEWIDE INITIATIVE TO IMPROVE OUTCOMES FOR MISSOURI STUDENTS AND COMMUNITIES | $925,779 |
| MISSOURI COLLEGE AND CAREER ATTAINMENT NETWORK | ||||||
| 555 VANDIVER DRIVE | COLUMBIA | MO | 652021508 | PC | TO 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 | $250,000 |
| WEST CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD INC | ||||||
| 500 CHESTNUT ST STE 1200 | ABILENE | TX | 796021464 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS | $391,782 |
| IMPACT CHARITABLE | ||||||
| 1536 WYNKOOP ST STE 223 | DENVER | CO | 802021569 | PC | TO 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 | $97,200 |
| MISSOURI CHAMBER FOUNDATION | ||||||
| 428 E CAPITOL AVENUE | JEFFERSON CITY | MO | 651013164 | PC | TO SUPPORT THE GRANTEES PROFESSIONAL DEVELOPMENT PROGRAMS | $77,000 |
| CITIZENS FOR EDUCATION EXCELLENCE INC | ||||||
| 518 S ENTERPRISE PARKWAY SUITE D | CORP CHRISTI | TX | 78405 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS. | $432,490 |
| WEST CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD INC | ||||||
| 500 CHESTNUT ST STE 1200 | ABILENE | TX | 796021464 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS | $390,625 |
| UNION HIGH | ||||||
| 1217 WEST MAIN | UNION | MO | 630840440 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT UNION HIGH | $170,788 |
| TETON HIGH SCHOOL | ||||||
| 555 ROSS AVENUE | DRIGGS | ID | 834225220 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL | $140,352 |
| EDUCATION SERVICE CENTER REGION 1 OF TEXAS | ||||||
| 1900 W SCHUNIOR ST | EDINBURG | TX | 785412233 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE RIO GRANDE VALLEY AREA OF TEXAS | $533,830 |
| KILGORE COLLEGE | ||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS | $141,740 |
| OZARKS TECHNICAL COMMUNITY COLLEGE | ||||||
| 1001 E CHESTNUT EXPRESS WAY STE 205 | SPRINGFIELD | MO | 65802 | GOV | SUPPORT THE IMPLEMENTATION OF ROOTED MISSOURI, A STATEWIDE INITIATIVE TO IMPROVE OUTCOMES FOR MISSOURI STUDENTS AND COMMUNITIES | $1,094,756 |
| CLINTON SR HIGH | ||||||
| 1106 S 2ND STREET | CLINTON | MO | 647352901 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT CLINTON HIGH SCHOOL | $105,082 |
| NATIONAL GOVERNORS ASSOCIATION | ||||||
| 444 N CAPITOL ST NE STE 267 | WASHINGTON | DC | 20001 | PC | LET'S GET READY INITIATIVE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,116,904 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITIZENS FOR EDUCATION EXCELLENCE INC | ||||||
| 518 S ENTERPRISE PARKWAY SUITE D | CORP CHRISTI | TX | 78405 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS. | $339,868 |
| KILGORE COLLEGE | ||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS | $70,980 |
| OZARKS TECHNICAL COMMUNITY COLLEGE | ||||||
| 1001 E CHESTNUT EXPRESS WAY STE 205 | SPRINGFIELD | MO | 65802 | GOV | SUPPORT THE IMPLEMENTATION OF ROOTED MISSOURI, A STATEWIDE INITIATIVE TO IMPROVE OUTCOMES FOR MISSOURI STUDENTS AND COMMUNITIES | $1,005,850 |
| WEST CENTRAL TEXAS WORKFORCE DEVELOPMENT BOARD INC | ||||||
| 500 CHESTNUT ST STE 1200 | ABILENE | TX | 796021464 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS | $299,614 |
| EDUCATION SERVICE CENTER REGION 1 OF TEXAS | ||||||
| 1900 W SCHUNIOR ST | EDINBURG | TX | 785412233 | PC | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE RIO GRANDE VALLEY AREA OF TEXAS | $526,353 |
| TETON HIGHSCHOOL | ||||||
| 555 ROSS AVENUE | DRIGGS | ID | 834225220 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL | $286,690 |
| UNION R-XI SCHOOL | ||||||
| 1217 WEST MAIN | UNION | MO | 630840440 | GOV | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT UNION HIGH | $42,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,572,118 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,955 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BYRON TROTT | ||||||
| 1 | 401 N MICHIGAN AVE STE 3100 | CHICAGO | IL | 60611 | $22,000,000 | Yes (X) |
| GORDON AND LLURA GUND FOUNDATION | ||||||
| 2 | 14 NASSAU STREET | PRINCETON | NJ | 08542 | $50,000 | Yes (X) |
| BDTCP | ||||||
| 3 | 401 N MICHIGAN AVE STE 3100 | CHICAGO | IL | 60611 | $1,000,000 | Yes (X) |
| BDTCP AIV GP I LLC | ||||||
| 4 | 401 N MICHIGAN AVE STE 3100 | CHICAGO | IL | 60611 | $24,400 | Yes (X) |
| BDTCP GP I LLC | ||||||
| 5 | 401 N MICHIGAN AVE STE 3100 | CHICAGO | IL | 60611 | $410,400 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $21,364 | $0 | $16,081 |
| TAX FEES | $0 | $0 | $11,919 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $78,273 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $79,529 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $61,360 | $0 | $61,360 |
| TECHNOLOGY EXPENSE | $119,251 | $0 | $123,769 |
| BANK FEES | $2,515 | $0 | $2,515 |
| OTHER EXPENSES | $16,426 | $0 | $16,426 |
| INSURANCE EXPENSE | $18,656 | $0 | $18,656 |
| SUPPLIES | $1,619 | $0 | $1,619 |
| SPONSORSHIP | $15,000 | $0 | $15,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $2,487,512 | $0 | $2,538,930 |
| MARKETING AND BRANDING | $84,441 | $0 | $84,441 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX EXPENSE | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |