Phoenix Tree Education Foundation … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Angela Kennedy

Phone

4072706755

Tax Period

2024-07-01 to 2025-06-30

Phoenix Tree Education Foundation Inc, founded in 2012, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 13% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,215,004 Revenue: $1,077,062

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $262,099

Program Service Revenue $813,665

Investment Income $16

Other Revenue $1,282

TOTAL REVENUE $1,077,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $643,528

Fundraising Expenses $0

Program Expenses $1,215,004

Other Expenses $571,476

TOTAL EXPENSES $1,215,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,077,062	$1,105,820	0.0%
Expenses	$1,215,004	$1,076,629	+0.1%
Net Income	$-137,942	$29,191	-5.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Kennedy	President	60.00	Director	$0	$0	$0
DeJuan Kennedy	Vice-President	40.00	Officer	$0	$0	$0
Valeria Maxwell	Member	0.00	Officer	$0	$0	$0
Nathifa Drayton	Member	0.00	Officer	$0	$0	$0
Wanakee Miller	Member	0.00	Officer	$0	$0	$0
Lliane Cannon	Secretary	20.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,077,062	$1,215,004	$78,326	$-137,942
2024	$1,105,820	$1,076,629	$124,327	$29,191
2023	$916,021	$917,173	$72,213	$-1,152
2019	$763,513	$643,034	$78,045	$120,479

Phoenix Tree Education Foundation Inc