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Nonprofiteer
← ROOTED

Form 990 for tax year 2023

Filed by ROOTED.

Totals

Total revenue
$4,269,410
Total expenses
$4,986,941
Contributions and grants received
$4,264,285
Grants paid
$2,053,165
Program service revenue
$0
Investment income
$4,585
Other revenue
$540
Total assets, end of year
$698,230
Total liabilities, end of year
$202,164
Net assets or fund balances, end of year
$496,066
Program services expenses (Part IX)
$4,515,175
Management and general expenses
$443,292
Fundraising expenses
$28,474
Program service expenses (Part III)
$4,515,175

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $298,207

  • 1f · All other contributions, gifts and grants

    $3,966,078

  • 3 · Investment income

    total $4,585 · excluded $4,585

  • 11a · Other revenue: OTHER REVENUE

    total $540 · excluded $540

  • 11e · Other revenue, total

    $540

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,053,165 · program services $2,053,165

  • 5 · Compensation of officers, directors and key employees

    total $328,986 · program services $263,189 · management and general $49,348 · fundraising $16,449

  • 7 · Other salaries and wages

    total $536,346 · program services $344,147 · management and general $185,208 · fundraising $6,991

  • 8 · Pension plan contributions

    total $33,467 · program services $21,542 · management and general $11,473 · fundraising $452

  • 9 · Other employee benefits

    total $126,894 · program services $83,643 · management and general $41,078 · fundraising $2,173

  • 10 · Payroll taxes

    total $66,105 · program services $45,921 · management and general $18,504 · fundraising $1,680

  • 11b · Fees: legal

    total $6,215 · program services $5,285 · management and general $930

  • 11c · Fees: accounting

    total $32,646 · management and general $32,646

  • 11g · Fees: other

    total $17,200 · management and general $17,200

  • 12 · Advertising and promotion

    total $273,893 · program services $265,607 · management and general $8,286

  • 13 · Office expenses

    total $31,877 · program services $594 · management and general $31,283

  • 16 · Occupancy

    total $28,682 · program services $19,924 · management and general $8,029 · fundraising $729

  • 19 · Conferences, conventions and meetings

    total $40,285 · program services $10,308 · management and general $29,977

  • 22 · Depreciation, depletion and amortization

    total $4,372 · management and general $4,372

  • 23 · Insurance

    total $16,237 · program services $11,279 · management and general $4,958

  • 24a · Other expenses: CONSULTANTS

    total $1,390,571 · program services $1,390,571

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,223,751 · end of year $514,096

  • 3 · Pledges and grants receivable

    beginning of year $184,711 · end of year $100,318

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,882 · end of year $52,265

  • 10a · Land, buildings and equipment: cost or other basis

    $33,126

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,209

  • 10c · Land, buildings and equipment, net

    beginning of year $13,246 · end of year $11,917

  • 15 · Other assets

    beginning of year $42,462 · end of year $19,634

  • 17 · Accounts payable and accrued expenses

    beginning of year $155,587 · end of year $101,752

  • 18 · Grants payable

    beginning of year $83,000 · end of year $80,000

  • 25 · Other liabilities

    beginning of year $43,868 · end of year $20,412

  • 27 · Net assets without donor restrictions

    beginning of year $562,629 · end of year $262,789

  • 28 · Net assets with donor restrictions

    beginning of year $650,968 · end of year $233,277

Mission and programs · 2023

Mission

TO DRAMATICALLY INCREASE THE NUMBER OF DPS STUDENTS ATTENDING SCHOOLS THAT PARTNER AUTHENTICALLY WITH COMMUNITIES TO DELIVER A HIGH QUALITY EDUCATION FOR ALL.

Activities or mission (Part I)

SEE PAGE 2, PART III, LINE 1.

  • STRATEGIC PARTNER - ROOTED WILL COALESCE PARTNERS IN SUPPORT OF A VISION AND STRATEGIES TO IMPROVE ACADEMIC OUTCOMES, AND HOLD ALL OF THE STAKEHOLDERS ACCOUNTABLE FOR ACHIEVING THOSE OUTCOMES, ROOTED'S INDEPENDENCE WILL ALLOW IT TO APPROACH THIS TASK WITH URGENCY, LONG-TERM COMMITMENT AND STABILITY, AND A FOCUS ON BOTH HIGH QUALITY SCHOOLS AND EQUITY. ROOTED BELIEVES THAT THE BEST WAY FOR OUR PUBLIC EDUCATION SYSTEM TO DRAMATICALLY EXPAND ACCESS TO A HIGH QUALITY EDUCATION FOR ALL CHILDREN IS TO SUPPORT SCHOOL AUTONOMY AND AUTONOMOUS LEADERS AND EMPOWER AND PARTNER WITH THE COMMUNITIES MOST IMPACTED BY EDUCATIONAL INEQUITY.

    Expenses $1,935,888 · Grants $1,080,250

  • INVESTOR - ROOTED WILL RAISE AND COORDINATE THE USE OF PHILANTHROPIC RESOURCES ALIGNED WITH ACHIEVING THE ORGANIZATIONS MISSION. ROOTED WILL ENSURE THAT THE RESOURCES AVAILABLE ARE ALIGNED WITH EFFECTIVE HIGH QUALITY SEATS AND COMMUNITY PARTNERSHIP STRATEGIES AND ARE USED TO SUPPORT THE MOST CRITICAL STRATEGIES, TACTICS, AND PARTNERS. ROOTED WILL FOCUS ON INVESTMENTS IN QUALITY SCHOOL DEVELOPMENT, COMMUNITY EMPOWERMENT PARTNERSHIP/ADVOCACY AND EFFECTIVE SCHOOL LEADER AND TEACHER TALENT.

    Expenses $2,018,457 · Grants $674,110

  • ADVOCATE -ROOTED WILL WORK TO ENSURE THE EXISTENCE OF A POLICY ENVIRONMENT THAT SUPPORTS THE SUCCESS OF QUALITY SCHOOLS. ROOTED WILL SEEK AN ENVIRONMENT WHERE SCHOOL LEADERS AND COMMUNITIES HAVE THE AUTONOMY THEY NEED TO MAKE AND ADVOCATE FOR DECISIONS IN THE BEST INTERESTS OF STUDENTS: WHERE SCHOOLS OPERATE UNDER CLEAR PERFORMANCE EXPECTATIONS AND ACCOUNTABILITY AND WHERE PARENTS/FAMILIES ARE PROVIDED INFORMATION AND AGENCY TO MAKE INFORMED CHOICES FOR THEIR CHILDREN, AND HAVE RESOURCES THAT ARE EQUITABLY ALLOCATED TO SUPPORT HIGH QUALITY EDUCATION.

    Expenses $494,010 · Grants $267,805

  • FUNDING FOR CHARTER SCHOOLS SEEKING FACILITY OPTIONS.

    Expenses $66,820 · Grants $31,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patrick Donovan

    MANAGING PAR

    Total calculated
    $324,874
    From this org
    $265,888
    From related orgs
    $0
    Other
    $58,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,888
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,200
    Nontaxable benefits
    $42,786
    Filer's total
    $324,874

  • Victoria Scott-Haynes

    PARTNER OF R

    Total calculated
    $190,293
    From this org
    $159,000
    From related orgs
    $0
    Other
    $31,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,540
    Nontaxable benefits
    $21,753
    Filer's total
    $190,293

  • Latia Henderson

    PARTNER OF C

    Total calculated
    $187,583
    From this org
    $140,079
    From related orgs
    $0
    Other
    $47,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,079
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,250
    Nontaxable benefits
    $39,254
    Filer's total
    $187,583

  • Ambar Suero

    PARTNER OF A

    Total calculated
    $181,780
    From this org
    $144,431
    From related orgs
    $0
    Other
    $37,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,431
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,250
    Nontaxable benefits
    $29,099
    Filer's total
    $181,780

  • Brenda J Allen

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ethan Gray

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dwight Jones

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Luis De La Fuente

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angie Paccione

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas A Gougeon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sean Vanberschot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART III
PART I, LINE 3: EXECUTIVE CONTRACTS ARE APPROVED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2025
IRS schema version
2023v6.0
Source object
202541069349300429

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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