Phoenix Tree Educational Foundation INC

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $1,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

The vision of Deeper Root Academy is to provide business and educational excellence by serving our clients and community with compassion, commitment and character.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 46-1337013) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 3 volunteers and 20 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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $37K a year · 4% of revenue · last 3 filings
A surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
100%
of spending
100% of spending went to programs.
Pt IX · Ln 25 · col B
0.3 mo
of spending, in cash
0.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$403K
515% of total assets
Liabilities are 515% of assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.1M
-3% vs prior year
Spent
$1.2M
To programs
100%
Net assets
−$325K
By yearFY2023–FY2025
Revenue
$1.1M
FY2025▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2023$916K
FY2024$1.1M
FY2025$1.1M
Expenses
$1.2M
FY2025▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2023$917K
FY2024$1.1M
FY2025$1.2M
Net assets
−$325K
FY2025▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2023−$295K
FY2024−$290K
FY2025−$325K

From the FY2025 Form 990 (year ending June 2025) · see the original

Is it real?

Yes. Exemption reinstated (2015-11-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Jul 2025.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $1.2M

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Vice-President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
See Phoenix Tree Educational Foundation INC executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers business and education programs with compassion and commitment.

Questions for Phoenix Tree Educational Foundation INC

Tap to ask. Phoenix Tree Educational Foundation INC sees how many people are interested.

Your first name shows with your question. Phoenix Tree Educational Foundation INC answers here, for everyone.

1 program · $1.2M · in their own filed words · FY2024
01

The vision of Deeper Root Academy is to provide business and educational excellence by serving our clients and community with compassion, commitment and character.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 46-1337013) · Dispute this line
$1.2Mprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$814K
Gifts and grantsLn 1h$262K
Other incomeLn 4–11$1K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.2M
Owns and owesPt X
−$325K
net assets · Ln 32
Cash and savingsLn 1–2$32K
Total assetsLn 16$78K
LiabilitiesLn 26$403K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$262K
Fees for servicesLn 2g$814K
Investment incomeLn 3$16
Other incomeLn 4–11$1K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$32K
Cash and savings togetherLn 1–2$32K
Land, buildings, equipmentLn 10c$47K
Total assetsLn 16$78K
LiabilitiesLn 26$403K
Net assetsLn 32−$325K
OperationsPt I, VI
EmployeesI 520
VolunteersI 63
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$32K$32K
Land, buildings, equipmentLn 10c$52K$47K
Total assetsLn 16$124K$78K
LiabilitiesLn 26$414K$403K
Net assetsLn 32−$290K−$325K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$484K$484K$0$0
Other employee benefitsLn 9$58K$58K$0$0
Payroll taxesLn 10$101K$101K$0$0
Legal feesLn 11b$79K$79K$0$0
Advertising and promotionLn 12$2K$2K$0$0
Office expensesLn 13$4K$4K$0$0
OccupancyLn 16$133K$133K$0$0
InterestLn 20$13K$13K$0$0
Depreciation, depletion and amortizationLn 22$3K$3K$0$0
InsuranceLn 23$23K$23K$0$0
Other expenses (24a–d)Ln 24$60K$60K$0$0
All other expensesLn 24e$256K$256K$0$0
Total functional expensesLn 25$1.2M$1.2M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Sep 30, 2025 $1.1M$1.2M−$138K−$325K 990 PDF
FY2024Filed with the IRS Sep 30, 2025 $1.1M$1.1M$29K−$290K 990 PDF
FY2023Filed with the IRS Sep 30, 2025 $916K$917K−$1K−$295K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $1,077,062 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $18,494$262,099
I-9 Program service revenuePrior year $1,087,324$813,665
I-10 Investment incomePrior year $2$16
I-11 Other revenue$1,282
I-12 Total revenuePrior year $1,105,820$1,077,062
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $584,174$643,528
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $492,455$571,476
I-18 Total expensesPrior year $1,076,629$1,215,004
I-19 Revenue less expensesPrior year $29,191−$137,942
Part VI · Governance 6 of 6 board members independent, 2 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,077,062 across 5 lines filed
Lines not itemized here account for $76,922 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$262,099
VIII-1h Total contributions, gifts and grants$262,099
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$738,025
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$16
VIII-12 Total revenueRelated to mission $814,963 · Unrelated business $0 · Excluded from tax $0$1,077,062
Part IX · Statement of functional expenses $1,215,004 across 12 lines filed
IX-7 Other salaries and wagesPrograms $484,370 · Management $0 · Fundraising $0$484,370
IX-9 Other employee benefitsPrograms $58,188 · Management $0 · Fundraising $0$58,188
IX-10 Payroll taxesPrograms $100,970 · Management $0 · Fundraising $0$100,970
IX-11b Legal feesPrograms $78,583 · Management $0 · Fundraising $0$78,583
IX-12 Advertising and promotionPrograms $2,112 · Management $0 · Fundraising $0$2,112
IX-13 Office expensesPrograms $4,258 · Management $0 · Fundraising $0$4,258
IX-16 OccupancyPrograms $132,586 · Management $0 · Fundraising $0$132,586
IX-20 InterestPrograms $12,889 · Management $0 · Fundraising $0$12,889
IX-22 Depreciation, depletion and amortizationPrograms $2,885 · Management $0 · Fundraising $0$2,885
IX-23 InsurancePrograms $23,038 · Management $0 · Fundraising $0$23,038
IX-24 Other expenses (24a–d)Programs $59,562 · Management $0 · Fundraising $0$59,562
IX-24e All other expensesPrograms $255,563 · Management $0 · Fundraising $0$255,563
IX-25 Total functional expensesPrograms $1,215,004 · Management $0 · Fundraising $0$1,215,004
Part X · Balance sheet $78,326 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $31,863$31,632
X-10c Land, buildings and equipment, netStart of year $52,464$46,694
X-15 Other assetsStart of year $40,000$0
X-16 Total assetsStart of year $124,327$78,326
X-25 Other liabilitiesStart of year $413,162$403,208
X-26 Total liabilitiesStart of year $413,868$403,208
X-31 Retained earnings or endowmentStart of year −$289,541−$324,882
X-32 Total net assets or fund balancesStart of year −$289,541−$324,882
X-33 Total liabilities and net assetsStart of year $124,327$78,326
Part XI · Reconciliation of net assets −$324,882 net assets at year end
XI-1 Total revenue$1,077,062
XI-2 Total expenses$1,215,004
XI-3 Revenue less expenses−$137,942
XI-4 Net assets at start of year−$289,541
XI-9 Other changes in net assets$102,601
XI-10 Net assets at end of year−$324,882

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

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.