Deep Roots Charter School FY2022 filing

Tax-deductible

Philadelphia, PA501(c)(3)Since 2016EducationEIN 82-1969704Revenue $8.3M in FY2022

On file with the IRSdeeprootscs.org3556 Frankford Ave, 19134-2118 · Philadelphia, PATax-exempt since Jul 2018School — 170(b)(1)(A)(ii)

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To teach disciplined learners and to empower them to grow and serve in their community

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$239K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
3 of 5
filings with a surplus
Average surplus $489K a year · 7% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$239K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $40
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.5M
61% of total assets
Fine: liabilities are 61% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.3M
+25% vs prior year
Spent
$6.9M
To programs
77%
Net assets
$2.8M
By yearFY2021–FY2025
Revenue
$8.3M
FY2022▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2021$6.6M
FY2022$8.3M
FY2023$6.0M
FY2024$6.4M
FY2025$8.1M
Expenses
$6.9M
FY2022▲ +28%
Tap a bar for its year
Expenses by fiscal year
FY2021$5.4M
FY2022$6.9M
FY2023$6.1M
FY2024$6.8M
FY2025$7.7M
Net assets
$2.8M
FY2022▲ +89%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.5M
FY2022$2.8M
FY2023$2.7M
FY2024$2.3M
FY2025$2.8M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2018.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $5.3M Management & general 23% · $1.6M

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

10 people listed on the 990; $239K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
School Leader/CEO
$124,992Pt VII · Sec A
Chief Operating Officer
$114,145Pt VII · Sec A
$0Pt VII · Sec A
Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lucilla Perry’s $178K as CEO is at the 76th percentile of top reported officer pay among 3395 $1–10M 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 · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Lucilla Perry$177,572$174,380$80,995——
George Logan Blyler———$124,992$132,709
Katherine H Derr—$124,163———
John Widmer$119,509————
Ashley McGrath———$114,145$117,437

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 15aNo

Programs and updates

Empowers disciplined learners to grow and serve their communities.

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Provided by the organization

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1 program · $5.3M · in their own filed words · FY2021
01

Deep roots charter school's mission is to teach disciplined learners and beyond. Deep roots charter school is an actively antiracist and inclusive organization. We serve all students, support all families, and advocate for our communities.

$5.3Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$40

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$8.3M
Ln 12
Fees for servicesLn 2g$5.3M
Gifts and grantsLn 1h$2.9M
Other incomeLn 4–11$29K
Money outPt IX
$6.9M
Ln 25
Programscol B$5.3M
Managementcol C$1.6M
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$614K
Total assetsLn 16$7.3M
LiabilitiesLn 26$4.5M
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Government grantsLn 1e$2.8M
Fees for servicesLn 2g$5.3M
Other incomeLn 4–11$29K
Total revenueLn 12$8.3M
Assets in detailPt X, end of year
CashLn 1$614K
Cash and savings togetherLn 1–2$614K
Land, buildings, equipmentLn 10c$5.4M
Other assetsLn 15$12K
Total assetsLn 16$7.3M
LiabilitiesLn 26$4.5M
Net assetsLn 32$2.8M
OperationsPt I, VI
EmployeesI 569
VolunteersI 613
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 FY22End FY22
Cash and savingsLn 1–2$1.6M$614K
Land, buildings, equipmentLn 10c$705K$5.4M
Total assetsLn 16$2.5M$7.3M
LiabilitiesLn 26$1.1M$4.5M
Net assetsLn 32$1.5M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$317K$317K
Other salaries and wagesLn 7$3.1M$2.5M$588K
Pension plan contributionsLn 8$126K$117K$9K
Other employee benefitsLn 9$434K$322K$112K
Payroll taxesLn 10$249K$186K$64K
Legal feesLn 11b$54K$54K
Accounting feesLn 11c$32K$32K
Other fees for servicesLn 11g$955K$787K$168K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$46K$46K
Information technologyLn 14$195K$87K$108K
OccupancyLn 16$386K$386K
TravelLn 17$361$300$61
InterestLn 20$120K$120K
Depreciation, depletion and amortizationLn 22$496K$496K
InsuranceLn 23$45K$45K
Other expenses (24a–d)Ln 24$384K$290K$94K
All other expensesLn 24e$7K$3K$4K
Total functional expensesLn 25$6.9M$5.3M$1.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $8.1M$7.7M$435K$2.8M 990 PDF
FY2024 $6.4M$6.8M−$358K$2.3M 990 PDF
FY2023 $6.0M$6.1M−$116K$2.7M 990 PDF
FY2022 Viewing $8.3M$6.9M$1.3M$2.8M 990 PDF
FY2021 $6.6M$5.4M$1.2M$1.5M 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 FY2022 990 (6 parts)
Part I · Summary $8,266,316 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,172,867$2,929,763
I-9 Program service revenuePrior year $5,423,251$5,307,785
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$28,768
I-12 Total revenuePrior year $6,596,118$8,266,316
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,640,534$4,222,359
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,792,925$2,723,471
I-18 Total expensesPrior year $5,433,459$6,945,830
I-19 Revenue less expensesPrior year $1,162,659$1,320,486
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $8,266,316 across 6 lines filed
VIII-1e Government grants$2,809,876
VIII-1f All other contributions, gifts and grants$119,887
VIII-1h Total contributions, gifts and grants$2,929,763
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,307,785$5,307,785
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $28,768$28,768
VIII-12 Total revenueRelated to mission $5,307,785 · Unrelated business $0 · Excluded from tax $28,768$8,266,316
Part IX · Statement of functional expenses $6,945,830 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $317,394$317,394
IX-7 Other salaries and wagesPrograms $2,508,101 · Management $587,626$3,095,727
IX-8 Pension plan contributionsPrograms $116,743 · Management $9,032$125,775
IX-9 Other employee benefitsPrograms $321,673 · Management $112,337$434,010
IX-10 Payroll taxesPrograms $185,620 · Management $63,833$249,453
IX-11b Legal feesManagement $54,049$54,049
IX-11c Accounting feesManagement $32,130$32,130
IX-11g Other fees for servicesPrograms $787,075 · Management $167,645$954,720
IX-12 Advertising and promotionManagement $3,427$3,427
IX-13 Office expensesManagement $46,307$46,307
IX-14 Information technologyPrograms $87,005 · Management $107,620$194,625
IX-16 OccupancyPrograms $385,973$385,973
IX-17 TravelPrograms $300 · Management $61$361
IX-20 InterestPrograms $120,334$120,334
IX-22 Depreciation, depletion and amortizationPrograms $495,780$495,780
IX-23 InsurancePrograms $44,782$44,782
IX-24 Other expenses (24a–d)Programs $290,324 · Management $93,882$384,206
IX-24e All other expensesPrograms $2,568 · Management $4,209$6,777
IX-25 Total functional expensesPrograms $5,346,278 · Management $1,599,552 · Fundraising $0$6,945,830
Part X · Balance sheet $7,264,494 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,573,153$614,259
X-3 Pledges and grants receivableStart of year $188,063$1,170,558
X-9 Prepaid expenses and deferred chargesStart of year $74,561$68,414
X-10c Land, buildings and equipment, netStart of year $705,131$5,398,763
X-15 Other assets$12,500
X-16 Total assetsStart of year $2,540,908$7,264,494
X-17 Accounts payable and accrued expensesStart of year $489,851$339,379
X-19 Deferred revenueStart of year $80,647$55,444
X-24 Unsecured notes and loans payableStart of year $488,245$438,602
X-25 Other liabilitiesStart of year $0$3,628,418
X-26 Total liabilitiesStart of year $1,058,743$4,461,843
X-27 Net assets without donor restrictionsStart of year $1,482,165$2,802,651
X-32 Total net assets or fund balancesStart of year $1,482,165$2,802,651
X-33 Total liabilities and net assetsStart of year $2,540,908$7,264,494
Part XI · Reconciliation of net assets $2,802,651 net assets at year end
XI-1 Total revenue$8,266,316
XI-2 Total expenses$6,945,830
XI-3 Revenue less expenses$1,320,486
XI-4 Net assets at start of year$1,482,165
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,802,651

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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