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
Under IRS private-foundation payout rules, Rooted Alliance Inc reported a distributable amount of $121K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Ozarks Technical Community College ($1,094,756), Ozarks Technical Community College ($925,779), Communities Foundation of Texas ($665,304).
| Recipient | Purpose | Amount |
|---|---|---|
| CITIZENS FOR EDUCATION EXCELLENCE INC CORP CHRISTI, TX | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS. | $398,323 |
| KILGORE COLLEGE KILGORE, TX | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN EAST TEXAS | $115,994 |
| TETON HIGH SCHOOL DRIGGS, ID | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL AT TETON HIGH SCHOOL | $85,859 |
| COMMUNITIES FOUNDATION OF TEXAS DALLAS, TX | 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 SPRINGFIELD, MO | 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 COLUMBIA, MO | 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 ABILENE, TX | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN WEST CENTRAL TEXAS | $391,782 |
| IMPACT CHARITABLE DENVER, CO | 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 JEFFERSON CITY, MO | TO SUPPORT THE GRANTEES PROFESSIONAL DEVELOPMENT PROGRAMS | $77,000 |
| CITIZENS FOR EDUCATION EXCELLENCE INC CORP CHRISTI, TX | TO SUPPORT THE IMPLEMENTATION OF THE ROOTED MODEL IN THE CORPUS CHRISTI AREA OF TEXAS. | $432,490 |
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
Frequently Asked Questions
What does Rooted Alliance Inc fund?
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.
How do I apply for a grant from Rooted Alliance Inc?
**Grant Activity:** • Total giving (2024): $6,116,904 • Total giving (2023): $9,309,192 • Number of grants awarded: 18-20 grants annually • Grant range: $1,500 - $1,225,926 • Median grant amount: $210,000-$254,615 **Grant Programs:** The foundation operates several grant programs including: • **Postsecondary Student Advising:** Supports advisors providing guidance to high school and postsecondary students, with awards averaging $700,689 • **Rural Postsecondary Advising:** Supports advisors in r…
Where does Rooted Alliance Inc make grants?
The foundation primarily funds initiatives in: • Texas • Missouri • Idaho Recent grants have supported programs in rural Texas communities and the Corpus Christi area.
What size grants does Rooted Alliance Inc award?
In 2024, Rooted Alliance Inc awarded 18 grants totaling $6.1M — an average of about $340K per grant, based on its IRS Form 990 filings.
How much is Rooted Alliance Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rooted Alliance Inc reported a distributable amount of $121K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rooted Alliance Inc's EIN?
Rooted Alliance Inc's EIN (Employer Identification Number) is 83-0574010. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Rooted Alliance Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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