Esperanza Academy Charter School

Tax-deductible

Philadelphia, PA501(c)(3)Since 2000EducationEIN 23-2853988Revenue $35.7M in FY2025

On file with the IRSesperanzaacademycs.org4261 N 5th St, 19140-2615 · Philadelphia, PATax-exempt since Oct 1998School — 170(b)(1)(A)(ii)

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In 1987 the hispanic clergy of philadelphia founded and incorporated the non-profit organization nueva Esperanza, INC. (nei), DBA Esperanza, to provide support to hispanic communities. For more than 30 years neis efforts have focused on creating opportunities for hispanic children and families living in philadelphias hunting park community. Neis intentional focus on creating quality education delivery systems and facilities include founding Esperanza Academy Charter School as a continued effort to raise the economic and social levels of the hispanic community through quality education. Esperanza Academy Charter School is a Charter School located in philadelphia, pennsylvania. The School serves grades one and six through twelve. The School was established and operates under the provisions enacted by the general assembly of the commonwealth of pennsylvania in 1997. In september 2000 nei received a Charter for the opening of Esperanza Academy Charter School and is currently operating unde

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 9 volunteers and 367 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $438K a year · 1% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$835K
to officers and key staff · 2% of spending
Top officer’s pay lower than 62% of similar orgs
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $622K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$162.6M
112% of total assets
Concern: liabilities are 112% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$35.7M
-8% vs prior year
Spent
$41.2M
To programs
84%
Net assets
−$17.5M
By yearFY2020–FY2025
Revenue
$35.7M
FY2025▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$26.1M
FY2021$31.4M
FY2022$31.2M
FY2023$34.7M
FY2024$39.0M
FY2025$35.7M
Expenses
$41.2M
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$23.8M
FY2021$25.9M
FY2022$31.1M
FY2023$34.7M
FY2024$38.9M
FY2025$41.2M
Net assets
−$17.5M
FY2025▼ -46%
Tap a bar for its year
Net assets by fiscal year
FY2020−$15.8M
FY2021−$10.3M
FY2022−$10.2M
FY2023−$10.2M
FY2024−$12.0M
FY2025−$17.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $34.5M Management & general 16% · $6.8M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $835K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Lead Director of Instruction
$202,691Pt VII · Sec A
Director of Instruction
$147,899Pt VII · Sec A
Director of Student Services
$139,005Pt VII · Sec A
Dir. of Student Exp. & Part.
$131,817Pt VII · Sec A
Director of Mathematics
$125,332Pt VII · Sec A
$88,404Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

Jeana G Davis’s $203K as Lead Director of Instruction is at the 38th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Rossi—$217,686$202,115$189,881$189,351$179,612
Jeana G Davis$202,691$159,509$128,679$107,797——
Tania Diaz$147,899———$121,634$115,828
Lori D Walinsky$139,005——$108,111——
Jorge Calixto$131,817—$116,124$108,769$111,950$103,286
Tania D Diaz——$131,102$123,484——
Danielle Venable$125,332—————
Lori D Walinski——$124,021———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds quality education systems and facilities to improve Hispanic community lives.

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Provided by the organization

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1 program · $34.5M · in their own filed words · FY2024
01

In 1987 the Hispanic Clergy of Philadelphia founded and incorporated the non-profit organization Nueva Esperanza, Inc. (NEI), dba Esperanza, to provide support to Hispanic communities. For more than 30 years NEI's efforts have focused on creating opportunities for Hispanic children and families living in Philadelphia's Hunting Park…

$34.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Elevate 215FY2024$622K
Total grants receivedfrom 1 funder$622K
Grants paid · 5 grants · $20K · 2021–2024
Unitemized GrantFY2024$3,500
Unitemized GrantFY2024$2,481
Unitemized GrantFY2023$4,058
Unitemized GrantFY2023$3,670
Unitemized GrantFY2021$5,973

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$35.7M
Ln 12
Fees for servicesLn 2g$29.9M
Gifts and grantsLn 1h$5.5M
Investment incomeLn 3$146K
Money outPt IX
$41.2M
Ln 25
Programscol B$34.5M
Managementcol C$6.8M
Owns and owesPt X
−$17.5M
net assets · Ln 32
Cash and savingsLn 1–2$6.0M
Total assetsLn 16$145.1M
LiabilitiesLn 26$162.6M
PeoplePt VI, VII
15
listed · VII A
PaidVII A6
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.5M
Government grantsLn 1e$4.6M
Noncash giftsLn 1g$87K
Fees for servicesLn 2g$29.9M
Investment incomeLn 3$146K
Other incomeLn 4–11$144K
Gains on assetsLn 7$0
Total revenueLn 12$35.7M
Assets in detailPt X, end of year
CashLn 1$689K
SavingsLn 2$5.3M
Cash and savings togetherLn 1–2$6.0M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$133.8M
Other assetsLn 15$3.3M
Total assetsLn 16$145.1M
LiabilitiesLn 26$162.6M
Net assetsLn 32−$17.5M
OperationsPt I, VI
EmployeesI 5367
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$6.7M$6.0M
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$58.8M$133.8M
Total assetsLn 16$77.4M$145.1M
LiabilitiesLn 26$89.4M$162.6M
Net assetsLn 32−$12.0M−$17.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$6K$6K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$142K$142K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$18.0M$16.8M$1.2M
Pension plan contributionsLn 8$2.1M$1.8M$252K
Other employee benefitsLn 9$4.3M$4.1M$195K
Payroll taxesLn 10$1.3M$1.3M$84K
Management feesLn 11a$2.5M$2.5M
Legal feesLn 11b$71K$71K
Accounting feesLn 11c$55K$51K$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$1.5M$1.2M$292K
Advertising and promotionLn 12$47K$30K$17K
Office expensesLn 13$2.8M$854K$1.9M
Information technologyLn 14$618K$618K
RoyaltiesLn 15$0
OccupancyLn 16$1.4M$1.4M
TravelLn 17$113K$104K$9K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$783K$780K$3K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$3.6M$3.6M
InsuranceLn 23$259K$259K
Other expenses (24a–d)Ln 24$1.7M$1.7M
Total functional expensesLn 25$41.2M$34.5M$6.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $35.7M$41.2M−$5.5M−$17.5M 990 PDF
FY2024 $39.0M$38.9M$137K−$12.0M 990 PDF
FY2023 $34.7M$34.7M$24K−$10.2M 990 PDF
FY2022 $31.2M$31.1M$87K−$10.2M 990 PDF
FY2021 $31.4M$25.9M$5.5M−$10.3M 990 PDF
FY2020 $26.1M$23.8M$2.4M−$15.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $35,716,066 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,885,899$5,486,598
I-9 Program service revenuePrior year $26,896,218$29,939,577
I-10 Investment incomePrior year $133,738$145,882
I-11 Other revenuePrior year $82,224$144,009
I-12 Total revenuePrior year $38,998,079$35,716,066
I-13 Grants and similar amounts paidPrior year $7,728$5,981
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $24,105,521$25,797,823
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $14,747,906$15,411,045
I-18 Total expensesPrior year $38,861,155$41,214,849
I-19 Revenue less expensesPrior year $136,924−$5,498,783
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $35,716,066 across 13 lines filed
VIII-1d Related organizations$230,478
VIII-1e Government grants$4,613,721
VIII-1f All other contributions, gifts and grants$642,399
VIII-1g Noncash contributions (included above)$87,499
VIII-1h Total contributions, gifts and grants$5,486,598
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,939,577$29,939,577
VIII-3 Investment incomeExcluded from tax $145,882$145,882
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $144,009$144,009
VIII-12 Total revenueRelated to mission $30,083,586 · Excluded from tax $145,882$35,716,066
Part IX · Statement of functional expenses $41,214,849 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $5,981$5,981
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $142,233$142,233
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $16,836,266 · Management $1,150,388$17,986,654
IX-8 Pension plan contributionsPrograms $1,812,213 · Management $252,339$2,064,552
IX-9 Other employee benefitsPrograms $4,062,211 · Management $195,102$4,257,313
IX-10 Payroll taxesPrograms $1,263,140 · Management $83,931$1,347,071
IX-11a Management feesManagement $2,507,914$2,507,914
IX-11b Legal feesManagement $71,009$71,009
IX-11c Accounting feesPrograms $51,012 · Management $3,659$54,671
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $1,233,440 · Management $292,069$1,525,509
IX-12 Advertising and promotionPrograms $30,108 · Management $16,930$47,038
IX-13 Office expensesPrograms $853,992 · Management $1,906,540$2,760,532
IX-14 Information technologyPrograms $617,654$617,654
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,375,612$1,375,612
IX-17 TravelPrograms $103,960 · Management $9,333$113,293
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $780,262 · Management $3,088$783,350
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $3,628,230$3,628,230
IX-23 InsuranceManagement $259,031$259,031
IX-24 Other expenses (24a–d)Programs $1,667,202$1,667,202
IX-25 Total functional expensesPrograms $34,463,516 · Management $6,751,333 · Fundraising $0$41,214,849
Part X · Balance sheet $145,116,561 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $2,590,173$689,219
X-2 Savings and temporary cash investmentsStart of year $4,151,511$5,294,319
X-3 Pledges and grants receivableStart of year $4,313,593$1,935,218
X-4 Accounts receivableStart of year $1,541,822$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $62,748$110,080
X-10c Land, buildings and equipment, netStart of year $58,752,399$133,811,541
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $6,033,720$3,276,184
X-16 Total assetsStart of year $77,445,966$145,116,561
X-17 Accounts payable and accrued expensesStart of year $4,110,286$4,387,595
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $3,886,372$3,886,372
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $17,495,847$16,157,456
X-26 Total liabilitiesStart of year $89,424,391$162,593,769
X-27 Net assets without donor restrictionsStart of year −$11,978,425−$17,477,208
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year −$11,978,425−$17,477,208
X-33 Total liabilities and net assetsStart of year $77,445,966$145,116,561
Part XI · Reconciliation of net assets −$17,477,208 net assets at year end
XI-1 Total revenue$35,716,066
XI-2 Total expenses$41,214,849
XI-3 Revenue less expenses−$5,498,783
XI-4 Net assets at start of year−$11,978,425
XI-10 Net assets at end of year−$17,477,208

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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