Civic Intelligence

Phoenix Tree Education Foundation Inc

EIN 46-1337013 • 501(c)3 • Ocoee, FL

Profile

The vision of Deeper Root Academy is to provide Using the Common Core State Standards and Nationwide benchmarks, our teaching will incorporate each of the seven major intellectual domains defined by Dr. Gardner and provide opportunities for each student to use his or her unique intelligence to understand the subject matter. In addition, we will help students understand their strengths and challenges using Multiple Intelligence as a tool. Our Christian values and character education will also foster the sound qualities that should be at the core of humanity.

9600 West Colonial DriveOcoee, FL 34761

www.deeperrootacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

5.15x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.37x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-37%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-2.6%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$78,326

Down $46,001 (-37%) from 2024

Liabilities

Down

$403,208

Down $10,660 (-2.6%) from 2024

Net Assets

Down

-$324,882

Down $35,341 (-12%) from 2024

Revenue

Down

$1,077,062

Down $28,758 (-2.6%) from 2024

Expenses

Up

$1,215,004

Up $138,375 (+13%) from 2024

Net Income

Down

-$137,942

Down $167,133 (-573%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200K-$400KAssets 2012: $1Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $34,5132014Assets 2015: $3,800Liabilities 2015: $45,3342015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2019: $78,045Liabilities 2019: $66,394Net Assets 2019: $11,6512019Assets 2023: $72,213Liabilities 2023: $367,002Net Assets 2023: -$294,7892023Assets 2024: $124,327Liabilities 2024: $413,868Net Assets 2024: -$289,5412024Assets 2025: $78,326Liabilities 2025: $403,208Net Assets 2025: -$324,8822025

Highlighted filing

2025

Assets$78,326
Liabilities$403,208
Net Assets-$324,882

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $30,914Expenses 2014: $65,427Net Income 2014: -$34,5132014Revenue 2015: $81,586Expenses 2015: $88,607Net Income 2015: -$7,0212015Revenue 2016: $488,110Expenses 2016: $481,590Net Income 2016: $6,5202016Revenue 2019: $763,513Expenses 2019: $643,034Net Income 2019: $120,4792019Revenue 2023: $916,021Expenses 2023: $917,173Net Income 2023: -$1,1522023Revenue 2024: $1,105,820Expenses 2024: $1,076,629Net Income 2024: $29,1912024Revenue 2025: $1,077,062Expenses 2025: $1,215,004Net Income 2025: -$137,9422025

Highlighted filing

2025

Revenue$1,077,062
Expenses$1,215,004
Net Income-$137,942

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 10, 2025
Return Version
2024v5.2
Gross Receipts
$1,077,062
Mission and Program Overview

Mission

The vision of Deeper Root Academy is to provide Using the Common Core State Standards and Nationwide benchmarks, our teaching will incorporate each of the seven major intellectual domains defined by Dr. Gardner and provide opportunities for each student to use his or her unique intelligence to understand the subject matter. In addition, we will help students understand their strengths and challenges using Multiple Intelligence as a tool. Our Christian values and character education will also foster the sound qualities that should be at the core of humanity.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$52,464$46,694▼ $5,770
Cash and Non-Interest-Bearing Accounts$31,863$31,632▼ $231
Rtn Earn Endowment Incm Other Fnds$-289,541$-324,882▼ $35,341
Total Assets$124,327$78,326▼ $46,001
Other Assets Total$40,000$0▼ $40,000
Liabilities
Other Liabilities$413,162$403,208▼ $9,954
Accounts Payable and Accrued Expenses$706--
Total Liabilities$413,868$403,208▼ $10,660
Net Assets / Fund Balance
Total Net Assets Fund Balance$-289,541$-324,882▼ $35,341
Total Liabilities and Net Assets / Fund Balance$124,327$78,326▼ $46,001

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,358$2,543-
Leasehold Improvements$40,336$3,227-
Other Assets Org$0--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Angela KennedyPresident
DeJuan KennedyVice-President
Nathifa DraytonMember
Valeria MaxwellMember
Wanakee MillerMember
Lliane CannonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$262,099
Program Service Revenue
$813,665
Investment Income
$16
Other Revenue
$1,282
All Other Contributions
$262,099
Change in Net Assets
$-137,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$643,528
Other Expenses$571,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$484,370$0$0$484,370
All Other Expenses$255,563$0$0$255,563
Occupancy$132,586$0$0$132,586
Payroll Taxes$100,970$0$0$100,970
Fees for Services Legal$78,583$0$0$78,583
Other Employee Benefits$58,188$0$0$58,188
Insurance$23,038$0$0$23,038
Interest$12,889$0$0$12,889
Office Expenses$4,258$0$0$4,258
Depreciation Depletion$2,885$0$0$2,885
Advertising$2,112$0$0$2,112
Other Expenses$1,945$0$0$1,945
Total Functional Expenses$1,215,004$0$0$1,215,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Comm Loans$200,768
Long Term Liability$149,551
Unearned Revenue$40,000
Short Term liability$12,889
Loans$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Phoenix Tree Education Foundation Inc
EIN
46-1337013
Phone
4072706755
Address
9600 WEST COLONIAL DRIVE, Ocoee, FL 34761
Doing Business As
Deeper Root Academy

Signing Officer

Name
Angela Kennedy
Title
President
Phone
4072706755
Signed
2025-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Kennedy
Formed
2012
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
20
Volunteers
3

Preparer

Firm
Donaldson CPA
Address
605 E Robinson St Ste 135, Orlando, FL 32801
Preparer
Juan C Masias
Phone
4077206151
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Angela Kennedy (President) and DeJuan Kennedy (Vice-President) are married.

Pt VI, Line 11B

All Members receive a copy of the most recent 990 at the begining of the year. Any member that miss the first meeting of the year receive a copy of the 990 via mail.

Form 990, Part IX, Line 24E

Food service program 83604. 83604. 0. 0.

Form 990, Part IX, Line 24E

Field trip expenses 8926. 8926. 0. 0.

Form 990, Part IX, Line 24E

Entertainment 11814. 11814. 0. 0.

Form 990, Part IX, Line 24E

Vehicle 1390. 1390. 0. 0.

Form 990, Part IX, Line 24E

Repair & Maintenance 30012. 30012. 0. 0.

Form 990, Part IX, Line 24E

Subcontractor 10116. 10116. 0. 0.

Form 990, Part IX, Line 24E

Supplies & Material 37122. 37122. 0. 0.

Form 990, Part IX, Line 24E

Taxes & Licenses 13105. 13105. 0. 0.

Form 990, Part IX, Line 24E

Travel 1418. 1418. 0. 0.

Form 990, Part IX, Line 24E

Meals 6156. 6156. 0. 0.

Form 990, Part IX, Line 24E

Transportation 1300. 1300. 0. 0.

Form 990, Part IX, Line 24E

Charitable Contributions 3153. 3153. 0. 0.

Form 990, Part IX, Line 24E

Business Exp 37498. 37498. 0. 0.

Form 990, Part IX, Line 24E

Software 5808. 5808. 0. 0.

Form 990, Part IX, Line 24E

Stationery & Printing 2049. 2049. 0. 0.

Form 990, Part IX, Line 24E

Storage 2092. 2092. 0. 0.

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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02543
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt08901
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040336
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03227
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt043563
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Escrow Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0149551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112889
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2200768
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt30
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt440000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Long Term Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Short Term liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Comm Loans
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Loans
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Unearned Revenue
IRS990ScheduleD/TotalBookValueLandBuildingsAmt046694
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalLiabilityAmt0403208
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Angela Kennedy (President) and DeJuan Kennedy (Vice-President) are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All Members receive a copy of the most recent 990 at the begining of the year. Any member that miss the first meeting of the year receive a copy of the 990 via mail.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Food service program 83604. 83604. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field trip expenses 8926. 8926. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Entertainment 11814. 11814. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Vehicle 1390. 1390. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repair & Maintenance 30012. 30012. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Subcontractor 10116. 10116. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies & Material 37122. 37122. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes & Licenses 13105. 13105. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Travel 1418. 1418. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals 6156. 6156. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Transportation 1300. 1300. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Charitable Contributions 3153. 3153. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Business Exp 37498. 37498. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Software 5808. 5808. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Stationery & Printing 2049. 2049. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Storage 2092. 2092. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0124327
IRS990/TotalAssetsEOYAmt078326
IRS990/TotalAssetsGrp/BOYAmt0124327
IRS990/TotalAssetsGrp/EOYAmt078326
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0262099
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01215004
IRS990/TotalFunctionalExpensesGrp/TotalAmt01215004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0413868
IRS990/TotalLiabilitiesEOYAmt0403208
IRS990/TotalLiabilitiesGrp/BOYAmt0413868
IRS990/TotalLiabilitiesGrp/EOYAmt0403208
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-289541
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-324882
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt075640
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01215004
IRS990/TotalProgramServiceRevenueAmt0813665
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0814963
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01077062
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078326
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09600 West Colonial Drive
IRS990/USAddress/CityNm0Ocoee
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034761

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