Civic Intelligence

Phoenix Tree Educational Foundation Inc.

990 • Fiscal year 2024 • EIN 46-1337013

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 22, 2024

Organization Profilewww.deeperrootacademy.org

View Organization Page

9600 West Colonial DriveOcoee, FL 34761

(407) 270-6755

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

3.33x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.37x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

93rd percentile

72%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$124,327

Up $52,114 (+72%) from 2023

Net Assets

Up

-$289,541

Up $5,248 (+1.8%) from 2023

Liabilities

Up

$413,868

Up $46,866 (+13%) from 2023

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin46th percentile

Revenue

Up

$1,105,820

Up $189,799 (+21%) from 2023

Expenses

Up

$1,076,629

Up $159,456 (+17%) from 2023

Net Income

Up

$29,191

Up $30,343 (+2634%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$124,327
Liabilities$413,868
Net Assets-$289,541
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$1,105,820
Expenses$1,076,629
Net Income$29,191
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 22, 2024
Return Version
2023v6.0
Gross Receipts
$1,105,820
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$52,464→ $0
Cash and Non-Interest-Bearing Accounts$19,749$31,863▲ $12,114
Rtn Earn Endowment Incm Other Fnds$-294,789$-289,541▲ $5,248
Total Assets$72,213$124,327▲ $52,114
Other Assets Total-$40,000-
Liabilities
Other Liabilities$366,296$413,162▲ $46,866
Accounts Payable and Accrued Expenses$706$706→ $0
Total Liabilities$367,002$413,868▲ $46,866
Net Assets / Fund Balance
Total Net Assets Fund Balance$-294,789$-289,541▲ $5,248
Total Liabilities and Net Assets / Fund Balance$72,213$124,327▲ $52,114

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,563--
Equipment$8,901--
Other Assets Org$40,000--
Compensation and Service Providers
Top Officer Pay40th percentile

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
$18,494
Program Service Revenue
$1,087,324
Investment Income
$2
Other Revenue
$0
All Other Contributions
$18,494
Change in Net Assets
$29,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$584,174
Other Expenses$492,455
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$458,576$0$0$458,576
All Other Expenses$229,163$0$0$229,163
Occupancy$144,374$0$0$144,374
Payroll Taxes$101,680$0$0$101,680
Fees for Services Legal$49,708$0$0$49,708
Other Expenses$27,821$0$0$27,821
Other Employee Benefits$23,918$0$0$23,918
Interest$15,154$0$0$15,154
Insurance$10,390$0$0$10,390
Advertising$4,883$0$0$4,883
Office Expenses$3,459$0$0$3,459
Total Functional Expenses$1,076,629$0$0$1,076,629
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$150,000
Unearned Revenue$40,000
Short Term liability$12,394
Loans$10,000
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
2024-08-22
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 97825. 97825. 0. 0.”

Form 990, Part IX, Line 24E

“Field trip expenses 15906. 15906. 0. 0.”

Form 990, Part IX, Line 24E

“Entertainment 16170. 16170. 0. 0.”

Form 990, Part IX, Line 24E

“Fundraising 1000. 1000. 0. 0.”

Form 990, Part IX, Line 24E

“Special Events 2262. 2262. 0. 0.”

Form 990, Part IX, Line 24E

“Repair & Maintenance 18327. 18327. 0. 0.”

Form 990, Part IX, Line 24E

“Subcontractor 12961. 12961. 0. 0.”

Form 990, Part IX, Line 24E

“Supplies & Material 22541. 22541. 0. 0.”

Form 990, Part IX, Line 24E

“Travel 5651. 5651. 0. 0.”

Form 990, Part IX, Line 24E

“Meals 3509. 3509. 0. 0.”

Form 990, Part IX, Line 24E

“Merchant Fee 8301. 8301. 0. 0.”

Form 990, Part IX, Line 24E

“School Pictures 1090. 1090. 0. 0.”

Form 990, Part IX, Line 24E

“Software 4291. 4291. 0. 0.”

Form 990, Part IX, Line 24E

“Stationery & Printing 1084. 1084. 0. 0.”

Form 990, Part IX, Line 24E

“Storage 1757. 1757. 0. 0.”

Form 990, Part IX, Line 24E

“Uniform 13527. 13527. 0. 0.”

Form 990, Part IX, Line 24E

“Virtual School 2961. 2961. 0. 0.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Long Term Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Short Term liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Comm Loans
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Loans
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Unearned Revenue
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052464
IRS990ScheduleD/TotalBookValueOtherAssetsAmt040000
IRS990ScheduleD/TotalLiabilityAmt0413162
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 97825. 97825. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field trip expenses 15906. 15906. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Entertainment 16170. 16170. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fundraising 1000. 1000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special Events 2262. 2262. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Repair & Maintenance 18327. 18327. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Subcontractor 12961. 12961. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies & Material 22541. 22541. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Travel 5651. 5651. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals 3509. 3509. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Merchant Fee 8301. 8301. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13School Pictures 1090. 1090. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Software 4291. 4291. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Stationery & Printing 1084. 1084. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Storage 1757. 1757. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Uniform 13527. 13527. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Virtual School 2961. 2961. 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt072213
IRS990/TotalAssetsEOYAmt0124327
IRS990/TotalAssetsGrp/BOYAmt072213
IRS990/TotalAssetsGrp/EOYAmt0124327
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018494
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01076629
IRS990/TotalFunctionalExpensesGrp/TotalAmt01076629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0367002
IRS990/TotalLiabilitiesEOYAmt0413868
IRS990/TotalLiabilitiesGrp/BOYAmt0367002
IRS990/TotalLiabilitiesGrp/EOYAmt0413868
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-294789
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-289541
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt092957
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01076629
IRS990/TotalProgramServiceRevenueAmt01087324
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01087326
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01105820
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt072213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0124327
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09600 West Colonial Drive
IRS990/USAddress/CityNm0Ocoee
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034761
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0http://www.deeperrootacademy.org/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angela Kennedy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04072706755
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoenix Tree Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0461337013
ReturnHeader/Filer/PhoneNum04072706755
ReturnHeader/Filer/USAddress/AddressLine1Txt09600 WEST COLONIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0Ocoee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$124,327
Liabilities
$413,868
Net assets
-$289,541
Revenue
$1,105,820
Expenses
$1,076,629
Net income
$29,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.40$0.32$1.08$1.22$0.14
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.41$0.29$1.11$1.08$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.37$0.29$0.92$0.92$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.07$0.01$0.76$0.64$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.49$0.48$0.01
2015Summary only. Only limited summary data is available for this year.$0.00$0.05$0.08$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$0.00$0.03$0.03$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00