Rooted Alliance Inc is a private foundation based in Chicago, Illinois, dedicated to increasing access to higher education. The organization operates as a 501(c)(3) entity and focuses on supporting postsecondary education initiatives, particularly for students in underserved communities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-28.6% YoY
Annual Giving
$6.1M
-6.6% YoY
Grant Count
18
-5.3% YoY
Avg Grant Size
$340K
-1.4% YoY
Mission & Focus Areas
Rooted Alliance Inc supports organizations dedicated to increasing access to higher education. Primary funding areas include:
- Youth Education
- College Access
- Scholarships
- Professional Development
- Postsecondary Student Advising
- Rural Communities
The foundation's work emphasizes supporting students in rural areas and those transitioning through the higher education pipeline, from high school through community college to four-year institutions.
Grantmaking
The foundation operates several grant programs including:
Grant Range
$1,500 - $1,225,926
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Geographic Focus
Where this funder awards grants
The foundation primarily funds initiatives in:
- Texas
- Missouri
- Idaho
Recent grants have supported programs in rural Texas communities and the Corpus Christi area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $1,994,355
- Total revenues: $23,577,755
- Total expenses: $8,982,428
- Giving rate: 296.2%
Staffing:
- 1 full-time employee
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,994,355 | $2,792,411 | $3,493,193 |
| Revenue | $23,577,755 | $1,201,767 | $408,383 |
| Expenses | $8,982,428 | $9,866,978 | $7,187,433 |
| Qualifying Distributions | $9,102,361 | $9,309,192 | $6,626,214 |
| Net Investment Income | $92,955 | $131,767 | — |
| Distributable Amount | $121,353 | $60,727 | $252,885 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Open Grants
2 open opportunities from Rooted Alliance Inc
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
| Name | Title | Hours/Week |
|---|---|---|
| NOA A MEYER | Director/President | 0.2 |
| LISA MACDOUGALL | Vice President & Secretary | 30 |
| SUSAN RHODES | Vice President and Secretary | 40 |
| MICHAEL E BURNS | Treasurer | 0.2 |
| BYRON D TROTT | Director | 0.5 |
| WILLIAM R BUSH | Director | 0.2 |
| DAN H JESTER | Director | 0.2 |
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BYRON D TROTT | DIRECTOR | 0.5 | — |
| WILLIAM R BUSH | DIRECTOR | 0.2 | — |
| DAN H JESTER | DIRECTOR | 0.2 | — |
| NOA A MEYER | DIRECTOR / CHAIR | 0.2 | — |
| MICHAEL E BURNS | TREASURER | 0.2 | — |
| LISA MACDOUGALL | PRESIDENT | 30 | — |
| SUSAN RHODES | VICE PRESIDENT AND SECRETARY | 40 | $247,500 |
Recent News & Activity
Recent developments and announcements
Rooted Alliance announced scholarships supporting 32 rural high school graduates in attaining college degrees, demonstrating ongoing commitment to expanding educational access for students in underserved areas.
rootEd Alliance Announces Scholarships to Support 32 Rural High School GraduatesSubject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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