Civic Intelligence

Deep Roots Charter School

990 • Fiscal year 2023 • EIN 82-1969704

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

Organization ProfileDEEPROOTSCS.ORG
3556 Frankford AvenuePhiladelphia, PA 19134

(267) 399-3727

Siviq Scores

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

Liabilities / Assets

84th percentile

0.62x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.73x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

33rd percentile

-1.9%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$91,823

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

22nd percentile

-3.0%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$7,044,108

Down $220,386 (-3.0%) from 2022

Net Assets

Down

$2,686,541

Down $116,110 (-4.1%) from 2022

Liabilities

Down

$4,357,567

Down $104,276 (-2.3%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin33rd percentile

Revenue

Down

$5,993,135

Down $2,273,181 (-27%) from 2022

Expenses

Down

$6,109,245

Down $836,585 (-12%) from 2022

Net Income

Down

-$116,110

Down $1,436,596 (-109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2017: $94,359Liabilities 2017: $12,682Net Assets 2017: $81,6772017Assets 2019: $1,019,351Liabilities 2019: $1,195,066Net Assets 2019: -$175,7152019Assets 2020: $1,290,536Liabilities 2020: $971,030Net Assets 2020: $319,5062020Assets 2021: $2,540,908Liabilities 2021: $1,058,743Net Assets 2021: $1,482,1652021Assets 2022: $7,264,494Liabilities 2022: $4,461,843Net Assets 2022: $2,802,6512022Assets 2023: $7,044,108Liabilities 2023: $4,357,567Net Assets 2023: $2,686,5412023Assets 2024: $6,812,071Liabilities 2024: $4,483,260Net Assets 2024: $2,328,8112024

Highlighted filing

2023

Assets$7,044,108
Liabilities$4,357,567
Net Assets$2,686,541
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$10M$5.0M$0-$5.0MRevenue 2017: $291,084Expenses 2017: $209,407Net Income 2017: $81,6772017Revenue 2019: $3,864,059Expenses 2019: $4,121,451Net Income 2019: -$257,3922019Revenue 2020: $5,509,886Expenses 2020: $5,014,665Net Income 2020: $495,2212020Revenue 2021: $6,596,118Expenses 2021: $5,433,459Net Income 2021: $1,162,6592021Revenue 2022: $8,266,316Expenses 2022: $6,945,830Net Income 2022: $1,320,4862022Revenue 2023: $5,993,135Expenses 2023: $6,109,245Net Income 2023: -$116,1102023Revenue 2024: $6,430,051Expenses 2024: $6,787,781Net Income 2024: -$357,7302024

Highlighted filing

2023

Revenue$5,993,135
Expenses$6,109,245
Net Income-$116,110
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$5,993,135
Mission and Program Overview

Mission

Deep roots charter school's mission is to teach disciplined learners and to empower them to grow and serve in their community, in college and beyond through the core values of practice, service, and purpose.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,398,763$4,917,978▼ $480,785
Cash and Non-Interest-Bearing Accounts$614,259$1,381,365▲ $767,106
Pledges and Grants Receivable$1,170,558$706,178▼ $464,380
Prepaid Expenses and Deferred Charges$68,414$26,087▼ $42,327
Total Assets$7,264,494$7,044,108▼ $220,386
Other Assets Total$12,500$12,500→ $0
Liabilities
Other Liabilities$3,628,418$3,573,827▼ $54,591
Unsecured Notes Loans Payable$438,602$383,761▼ $54,841
Accounts Payable and Accrued Expenses$339,379$373,836▲ $34,457
Deferred Revenue$55,444$26,143▼ $29,301
Total Liabilities$4,461,843$4,357,567▼ $104,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,802,651$2,686,541▼ $116,110
Total Net Assets Fund Balance$2,802,651$2,686,541▼ $116,110
Total Liabilities and Net Assets / Fund Balance$7,264,494$7,044,108▼ $220,386

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,285,683$435,670$3,721,353
Leasehold Improvements$1,312,051$377,436$1,689,487
Equipment$317,031$522,464$839,495
Other Land Buildings$3,213$226,845$230,058
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lucilla PerrySchool Leader/CEOFT$80,995$10,828$91,823

Board Members and Trustees

NameTitle
Gwen BaileyBoard Chair
Debi DursoMember
Soledad AlfaroMember
Valerie JoellMember
Victoria SipesMember
Kim GriffithSecretary
Eric WhiteTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mandrel ConstructionMaintenance & Repairs Services115 PHEASANT RUN SUITE 210, Newtown, PA 18940$443,685
Nyman AssociatesSpecial Education Support Services220 COMMERCE DRIVE SUITE 205, Fort Washington, PA 19034$238,587
Cora Services INCSpecial Ed/psych Support Services8540 VEREE ROAD, Philadelphia, PA 19111$208,309
Team CleanCustodial Services104 N 63RD STREET, Philadelphia, PA 19139$161,916
Revenue and Support

Revenue Composition

Contributions and Grants
$1,904,517
Program Service Revenue
$4,088,618
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,373
Change in Net Assets
$-116,110

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,993,135
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,993,135
Total Revenue per Form 990
$5,993,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,225,348
Other Expenses$2,883,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,861,927$526,528-$2,388,455
Fees for Services Other$876,009$38,885-$914,894
Depreciation Depletion$605,645--$605,645
Occupancy$357,937$2,647-$360,584
Other Employee Benefits$314,697$41,041-$355,738
Payroll Taxes$140,513$53,269-$193,782
Current Officers, Directors, Trustees, and Key Employees-$192,970-$192,970
Travel$149,914$25-$149,939
Fees for Services Accounting$127,733--$127,733
Information Technology$44,349$74,160-$118,509
Interest$117,234--$117,234
Fees for Services Legal$79,275$29,630-$108,905
Pension Plan Contributions$68,564$25,839-$94,403
Insurance$39,389--$39,389
All Other Expenses$4,614$12,916-$17,530
Other Expenses$27,664$16,352-$16,352
Office Expenses-$10,828-$10,828
Advertising-$4,156-$4,156
Total Functional Expenses$5,011,448$1,097,797$0$6,109,245

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,109,245
Total Expenses per Audited Statements$6,109,245
Total Expenses per Form 990$6,109,245
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lease Liability$3,573,827
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization has no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm. The school leader/ceo and board of directors review the form 990 before it is submitted to the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy applies to all board members and officers of the organization. In addition to the conflict of interest forms that are filled out by board members annually, the conflict of interest policy includes a duty to timely disclose any actual or potential conflicts. In the event that a conflict of interest arises, the matter shall be referred to and investigated by the school leader/ceo who will report the results of the investigation to the board of trustees. Appropriate action will be determined by the board of trustees upon review.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Deep Roots Charter School
EIN
82-1969704
Phone
2673993727
Address
3556 FRANKFORD AVENUE, PHILADELPHIA, PA 19134

Signing Officer

Name
Lucilla Perry
Title
School Leader/CEO
Phone
2673993727
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucilla Perry
Formed
2016
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
72
Volunteers
13

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
David M Sekerak
Phone
2156433900
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 11F:

“Deep roots charter school's financial statements are prepared under governmental auditing standards, which do not require disclosure of management's evaluation of uncertain tax positions. Management has performed this evaluation and is not aware of any activities that would jeopardize the school's tax-exempt status.”

Form 990, Part IX, Line 11G

“Other professional services: program service expenses 263,054. Management and general expenses 38,885. Total expenses 301,939. Professional services - substitute services: program service expenses 76,194. Total expenses 76,194. Professional services - payroll services: program service expenses 6,240. Total expenses 6,240. Professional educational services - other: program service expenses 371,939. Total expenses 371,939. Approved private schools: program service expenses 158,582. Total expenses 158,582.”

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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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IRS990/Desc0DEEP ROOTS CHARTER SCHOOL IS AN ACTIVELY ANTIRACIST AND INCLUSIVE ORGANIZATION. WE SERVE ALL STUDENTS, SUPPORT ALL FAMILIES, AND ADVOCATE FOR OUR COMMUNITIES. OUR LEARNERS AND TEAM WILL DISCOVER THEIR PURPOSE, POTENTIAL AND ACTIVELY WORK TO DISMANTLE BARRIERS WITH AND BEYOND OUR WALLS.FOR FY23, THE SCHOOL CONTINUED TO FOCUS ON ELEMENTARY GRADE STUDENTS WITH AN EMPHASIS ON CLOSING GAPS FROM COVID-RELATED LEARNING LOSS, EMPLOYING ADDITIONAL FEDERAL ELEMENTARY AND SECONDARY SCHOOL EMERGENCY RELIEF (ESSER) FUNDS RECEIVED VIA THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE SCHOOL SERVED APPROXIMATELY 370 STUDENTS IN GRADES K THROUGH 5 IN THE KENSINGTON/HARROWGATE NEIGHBORHOODS OF PHILADELPHIA.
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEEP ROOTS CHARTER SCHOOL'S MISSION IS TO TEACH DISCIPLINED LEARNERS AND TO EMPOWER THEM TO GROW AND SERVE IN THEIR COMMUNITY, IN COLLEGE AND BEYOND THROUGH THE CORE VALUES OF PRACTICE, SERVICE, AND PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02802651
IRS990/NetAssetsOrFundBalancesEOYAmt02686541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02802651
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02686541
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02647
IRS990/OccupancyGrp/ProgramServicesAmt0357937
IRS990/OccupancyGrp/TotalAmt0360584
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010828
IRS990/OfficeExpensesGrp/TotalAmt010828
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012500
IRS990/OtherAssetsTotalGrp/EOYAmt012500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041041
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0314697
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0355738
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BOOKS AND CURRICULUM
IRS990/OtherExpensesGrp/Desc2FURNITURE AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc3DUES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037936
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130615
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216352
IRS990/OtherExpensesGrp/ProgramServicesAmt085887
IRS990/OtherExpensesGrp/ProgramServicesAmt1110097
IRS990/OtherExpensesGrp/ProgramServicesAmt227664
IRS990/OtherExpensesGrp/TotalAmt0123823
IRS990/OtherExpensesGrp/TotalAmt1110097
IRS990/OtherExpensesGrp/TotalAmt258279
IRS990/OtherExpensesGrp/TotalAmt316352
IRS990/OtherLiabilitiesGrp/BOYAmt03628418
IRS990/OtherLiabilitiesGrp/EOYAmt03573827
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0526528
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01861927
IRS990/OtherSalariesAndWagesGrp/TotalAmt02388455
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053269
IRS990/PayrollTaxesGrp/ProgramServicesAmt0140513
IRS990/PayrollTaxesGrp/TotalAmt0193782
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025839
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt068564
IRS990/PensionPlanContributionsGrp/TotalAmt094403
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01170558
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0706178
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068414
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026087
IRS990/PrincipalOfficerNm0LUCILLA PERRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT SUBSIDIES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04054003
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133141
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21474
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04054003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133141
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21474
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02929763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02723471
IRS990/PYOtherRevenueAmt028768
IRS990/PYProgramServiceRevenueAmt05307785
IRS990/PYRevenuesLessExpensesAmt01320486
IRS990/PYSalariesCompEmpBnftPaidAmt04222359
IRS990/PYTotalExpensesAmt06945830
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08266316
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-116110
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04088618
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03285683
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0435670
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03721353
IRS990ScheduleD/EquipmentGrp/BookValueAmt0317031
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0522464
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0839495
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06109245
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01312051
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0377436
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01689487
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03213
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0226845
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0230058
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03573827
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05993135
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04917978
IRS990ScheduleD/TotalExpensesPerForm990Amt06109245
IRS990ScheduleD/TotalLiabilityAmt03573827
IRS990ScheduleD/TotalRevenuePerForm990Amt05993135
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05993135
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06109245
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS INCLUDED IN THE STUDENT/PARENT HANDBOOK AND AS A MEANS OF MAKING IT WIDELY KNOWN, A STATEMENT AFFIRMING THE NONDISCRIMINATION POLICY IS INCLUDED ON THE HOME PAGE OF THE SCHOOL'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES VARIOUS GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE SCHOOL DISTRICT OF PHILADELPHIA, PASSED THROUGH THE PENNSYLVANIA DEPARTMENT OF EDUCATION, AND ALSO PARTICIPATES IN VARIOUS REIMBURSEMENT PROGRAMS WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEEP ROOTS CHARTER SCHOOL'S FINANCIAL STATEMENTS ARE PREPARED UNDER GOVERNMENTAL AUDITING STANDARDS, WHICH DO NOT REQUIRE DISCLOSURE OF MANAGEMENT'S EVALUATION OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS PERFORMED THIS EVALUATION AND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE SCHOOL'S TAX-EXEMPT STATUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE SCHOOL LEADER/CEO AND BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION. IN ADDITION TO THE CONFLICT OF INTEREST FORMS THAT ARE FILLED OUT BY BOARD MEMBERS ANNUALLY, THE CONFLICT OF INTEREST POLICY INCLUDES A DUTY TO TIMELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES, THE MATTER SHALL BE REFERRED TO AND INVESTIGATED BY THE SCHOOL LEADER/CEO WHO WILL REPORT THE RESULTS OF THE INVESTIGATION TO THE BOARD OF TRUSTEES. APPROPRIATE ACTION WILL BE DETERMINED BY THE BOARD OF TRUSTEES UPON REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 263,054. MANAGEMENT AND GENERAL EXPENSES 38,885. TOTAL EXPENSES 301,939. PROFESSIONAL SERVICES - SUBSTITUTE SERVICES: PROGRAM SERVICE EXPENSES 76,194. TOTAL EXPENSES 76,194. PROFESSIONAL SERVICES - PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 6,240. TOTAL EXPENSES 6,240. PROFESSIONAL EDUCATIONAL SERVICES - OTHER: PROGRAM SERVICE EXPENSES 371,939. TOTAL EXPENSES 371,939. APPROVED PRIVATE SCHOOLS: PROGRAM SERVICE EXPENSES 158,582. TOTAL EXPENSES 158,582.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 11F:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07264494
IRS990/TotalAssetsEOYAmt07044108
IRS990/TotalAssetsGrp/BOYAmt07264494
IRS990/TotalAssetsGrp/EOYAmt07044108
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01904517
IRS990/TotalEmployeeCnt072
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01097797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05011448
IRS990/TotalFunctionalExpensesGrp/TotalAmt06109245
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04461843
IRS990/TotalLiabilitiesEOYAmt04357567
IRS990/TotalLiabilitiesGrp/BOYAmt04461843
IRS990/TotalLiabilitiesGrp/EOYAmt04357567

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,044,108
Liabilities
$4,357,567
Net assets
$2,686,541
Revenue
$5,993,135
Expenses
$6,109,245
Net income
-$116,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$4.48$2.33$6.43$6.79$0.36
2023Detailed filing. Detailed filing data is available for this year.$7.04$4.36$2.69$5.99$6.11$0.12
2022Detailed filing. Detailed filing data is available for this year.$7.26$4.46$2.80$8.27$6.95$1.32
2021Detailed filing. Detailed filing data is available for this year.$2.54$1.06$1.48$6.60$5.43$1.16
2020Summary only. Only limited summary data is available for this year.$1.29$0.97$0.32$5.51$5.01$0.50
2019Summary only. Only limited summary data is available for this year.$1.02$1.20$0.18$3.86$4.12$0.26
2017Summary only. Only limited summary data is available for this year.$0.09$0.01$0.08$0.29$0.21$0.08