Civic Intelligence

Whole Learners Inc

990 • Fiscal year 2025 • EIN 47-1048623

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 08, 2025

48 Riverside DiveCanton, NY 13617

(315) 244-3034

Siviq Scores

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

Liabilities / Assets

94th percentile

0.61x

Higher debt load relative to assets than 94% of similar nonprofits.

2025 filings • NTEE B • <$500k nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

0.96x

Higher debt load relative to revenue than 97% of similar nonprofits.

2025 filings • NTEE B • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2025 filings • NTEE B80 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2025 filings • NTEE B80 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2025 filings • NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-1.7%

Faster revenue growth than 44% of similar nonprofits.

2025 filings • NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$85,572

Up $9,409 (+12%) from 2024

Net Assets

Up

$33,084

Up $20,048 (+154%) from 2024

Liabilities

Down

$52,488

Down $10,639 (-17%) from 2024

Revenue

Down

$54,805

Down $964 (-1.7%) from 2024

Expenses

Down

$34,757

Down $24,425 (-41%) from 2024

Net Income

Up

$20,048

Up $23,461 (+687%) from 2024

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $101,795Liabilities 2022: $74,830Net Assets 2022: $26,9652022Assets 2023: $84,468Liabilities 2023: $69,548Net Assets 2023: $14,9202023Assets 2024: $76,163Liabilities 2024: $63,127Net Assets 2024: $13,0362024Assets 2025: $85,572Liabilities 2025: $52,488Net Assets 2025: $33,0842025

Highlighted filing

2025

Assets$85,572
Liabilities$52,488
Net Assets$33,084

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2022: $53,527Expenses 2022: $56,390Net Income 2022: -$2,8632022Revenue 2023: $47,531Expenses 2023: $59,576Net Income 2023: -$12,0452023Revenue 2024: $55,769Expenses 2024: $59,182Net Income 2024: -$3,4132024Revenue 2025: $54,805Expenses 2025: $34,757Net Income 2025: $20,0482025

Highlighted filing

2025

Revenue$54,805
Expenses$34,757
Net Income$20,048
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 8, 2025
Return Version
2024v5.0
Gross Receipts
$55,257
Mission and Program Overview

Mission

At deep root center (drc), we believe that all young people deserve a safe educational environment where they feel like they are part of a community - and where they are free to explore all the possibilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$67,788$70,309▲ $2,521
Savings and Temporary Cash Investments$2,883$12,421▲ $9,538
Cash and Non-Interest-Bearing Accounts$5,492$2,842▼ $2,650
Total Assets$76,163$85,572▲ $9,409
Liabilities
Mortgage Notes Payable Secured by Investment Property$61,567$51,857▼ $9,710
Accounts Payable and Accrued Expenses$1,560$629▼ $931
Other Liabilities-$2-
Total Liabilities$63,127$52,488▼ $10,639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,436$33,084▲ $20,648
Net Assets With Donor Restrictions$600--
Total Net Assets Fund Balance$13,036$33,084▲ $20,048
Total Liabilities and Net Assets / Fund Balance$76,163$85,572▲ $9,409

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$69,309$15,111$84,420
Land$1,000-$1,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tiffanie JacobPresident
Jaclyn MarxBoard Member
Maria CorseExecutive Di
Lexi MarolfSecretary
Susan FosterTreasurer
Kris RozelleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$25,243
Program Service Revenue
$27,582
Investment Income
$42
Other Revenue
$1,938
All Other Contributions
$22,743
Change in Net Assets
$20,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,339
Salaries, Compensation, and Employee Benefits$16,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,962--$14,962
Occupancy$5,028$136-$5,164
Insurance$3,338$371-$3,709
Interest$3,043--$3,043
Depreciation Depletion$2,479--$2,479
Office Expenses$2,350$6-$2,356
Payroll Taxes$1,456--$1,456
Other Expenses$919--$919
Fees for Services Accounting-$350-$350
Advertising$299--$299
Travel$20--$20
Total Functional Expenses$33,894$863$0$34,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,870
Fundraising Direct Expenses$452
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
Rounding$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board of directors reviews the form 990 and approves it at the first board meeting after the draft form 990 is received.

Form 990, Page 6, Part VI, Line 19

All governing documents are made available upon the request from the public.

Filing and Contact Details

Filer

Filer Name
Whole Learners Inc
EIN
47-1048623
Phone
3152443034
Address
48 RIVERSIDE DIVE, CANTON, NY 13617
Doing Business As
Deep Roots Center

Signing Officer

Name
Maria Corse
Title
Executive Director
Phone
3153231435
Signed
2025-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tiffanie Jacob
Formed
2014
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
20

Preparer

Firm
Wray Enterprises Inc
Address
1888 STATE HIGHWAY 72, POTSDAM, NY 13676
Preparer
Nathan B Wray Ea
Phone
3152122993
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers are students from st. Lawrence university who participant in the program and work directly with the children in a one-on-one learning environment.

Form 990, Page 2, Part III, Line 4A

In-person membership now with two locations in st lawrence county - deep root center-canton and deep root center-east, in north lawrence, we serve children between ages 5- 19. Every student member has full access to drc facilities, programs (including the seedlings program for ages 5-10), resources, tools and equipment, learning plan development, as well as a mentoring relationship with our caring supportive staff and community. Consultation services this service is for students who want to pursue homeschooling on their own and need help with nys homeschool documentation (ihip, quarterly reports, etc), resources, as well as building transcripts. The drc executive director will schedule consultation appointments to help families navigate the process. Summer programs the drc-canton summer program is designed to offer opportunities for hands-on exploration, creativity, and fun that children crave. Drc provides a space filled with resources and materials where kids are encouraged to explore their interests freely. The drc-east summer programs at the north lawrence facility are designed to offer hands-on opportunities for children 7+ (12+ for 2nd week) within three specific themes: sustainability & survival, life skills & coping mechanisms, & art, music & creativity.

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IRS990/Desc0IN-PERSON MEMBERSHIP NOW WITH TWO LOCATIONS IN ST LAWRENCE COUNTY - DEEP ROOT CENTER-CANTON AND DEEP ROOT CENTER-EAST, IN NORTH LAWRENCE, WE SERVE CHILDREN BETWEEN AGES 5- 19. EVERY STUDENT MEMBER HAS FULL ACCESS TO DRC FACILITIES, PROGRAMS (INCLUDING THE SEEDLINGS PROGRAM FOR AGES 5-10), RESOURCES, TOOLS AND EQUIPMENT, LEARNING PLAN DEVELOPMENT, AS WELL AS A MENTORING RELATIONSHIP WITH OUR CARING SUPPORTIVE STAFF AND COMMUNITY. CONSULTATION SERVICES THIS SERVICE IS FOR STUDENTS WHO WANT TO PURSUE HOMESCHOOLING ON THEIR OWN AND NEED HELP WITH NYS HOMESCHOOL DOCUMENTATION (IHIP, QUARTERLY REPORTS, ETC), RESOURCES, AS WELL AS BUILDING TRANSCRIPTS. THE DRC EXECUTIVE DIRECTOR WILL SCHEDULE CONSULTATION APPOINTMENTS TO HELP FAMILIES NAVIGATE THE PROCESS. SUMMER PROGRAMS THE DRC-CANTON SUMMER PROGRAM IS DESIGNED TO OFFER OPPORTUNITIES FOR HANDS-ON EXPLORATION, CREATIVITY, AND FUN THAT CHILDREN CRAVE. DRC PROVIDES A SPACE FILLED WITH RESOURCES AND MATERIALS WHERE KIDS ARE ENCOURAGED TO EXPLORE THEIR INTERESTS FREELY. THE DRC-EAST SUMMER PROGRAMS AT THE NORTH LAWRENCE FACILITY ARE DESIGNED TO OFFER HANDS-ON OPPORTUNITIES FOR CHILDREN 7+ (12+ FOR 2ND WEEK) WITHIN THREE SPECIFIC THEMES: SUSTAINABILITY & SURVIVAL, LIFE SKILLS & COPING MECHANISMS, & ART, MUSIC & CREATIVITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ARE STUDENTS FROM ST. LAWRENCE UNIVERSITY WHO PARTICIPANT IN THE PROGRAM AND WORK DIRECTLY WITH THE CHILDREN IN A ONE-ON-ONE LEARNING ENVIRONMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN-PERSON MEMBERSHIP NOW WITH TWO LOCATIONS IN ST LAWRENCE COUNTY - DEEP ROOT CENTER-CANTON AND DEEP ROOT CENTER-EAST, IN NORTH LAWRENCE, WE SERVE CHILDREN BETWEEN AGES 5- 19. EVERY STUDENT MEMBER HAS FULL ACCESS TO DRC FACILITIES, PROGRAMS (INCLUDING THE SEEDLINGS PROGRAM FOR AGES 5-10), RESOURCES, TOOLS AND EQUIPMENT, LEARNING PLAN DEVELOPMENT, AS WELL AS A MENTORING RELATIONSHIP WITH OUR CARING SUPPORTIVE STAFF AND COMMUNITY. CONSULTATION SERVICES THIS SERVICE IS FOR STUDENTS WHO WANT TO PURSUE HOMESCHOOLING ON THEIR OWN AND NEED HELP WITH NYS HOMESCHOOL DOCUMENTATION (IHIP, QUARTERLY REPORTS, ETC), RESOURCES, AS WELL AS BUILDING TRANSCRIPTS. THE DRC EXECUTIVE DIRECTOR WILL SCHEDULE CONSULTATION APPOINTMENTS TO HELP FAMILIES NAVIGATE THE PROCESS. SUMMER PROGRAMS THE DRC-CANTON SUMMER PROGRAM IS DESIGNED TO OFFER OPPORTUNITIES FOR HANDS-ON EXPLORATION, CREATIVITY, AND FUN THAT CHILDREN CRAVE. DRC PROVIDES A SPACE FILLED WITH RESOURCES AND MATERIALS WHERE KIDS ARE ENCOURAGED TO EXPLORE THEIR INTERESTS FREELY. THE DRC-EAST SUMMER PROGRAMS AT THE NORTH LAWRENCE FACILITY ARE DESIGNED TO OFFER HANDS-ON OPPORTUNITIES FOR CHILDREN 7+ (12+ FOR 2ND WEEK) WITHIN THREE SPECIFIC THEMES: SUSTAINABILITY & SURVIVAL, LIFE SKILLS & COPING MECHANISMS, & ART, MUSIC & CREATIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AND APPROVES IT AT THE FIRST BOARD MEETING AFTER THE DRAFT FORM 990 IS RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON THE REQUEST FROM THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA CORSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN B WRAY EA
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ReturnHeader/ReturnTs02025-09-08T06:40:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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