DEEP ROOTS CHARTER SCHOOL

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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

2016

Legal Domicile

Principal Officer

LUCILLA PERRY

Phone

2673993727

Tax Period

2022-07-01 to 2023-06-30

DEEP ROOTS CHARTER SCHOOL, founded in 2016, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring.

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.

Program Service Accomplishments

Program 1

Expenses: $5,011,448 Revenue: $4,088,618

DEEP 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...

DEEP 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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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 (2022)

Revenue Breakdown

Contributions & Grants $1,904,517

Program Service Revenue $4,088,618

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,993,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,225,348

Fundraising Expenses $0

Program Expenses $5,011,448

Other Expenses $2,883,897

TOTAL EXPENSES $6,109,245

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,993,135	$8,266,316	-0.3%
Expenses	$6,109,245	$6,945,830	-0.1%
Net Income	$-116,110	$1,320,486	-1.1%

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

$91,823

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCILLA PERRY	SCHOOL LEADER/CEO	40.00	Officer	$80,995	$10,828	$91,823
GWEN BAILEY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KIM GRIFFITH	SECRETARY	2.00	Officer Director	$0	$0	$0
ERIC WHITE	TREASURER	2.00	Officer Director	$0	$0	$0
SOLEDAD ALFARO	MEMBER	2.00	Director	$0	$0	$0
DEBI DURSO	MEMBER	2.00	Director	$0	$0	$0
VALERIE JOELL	MEMBER	2.00	Director	$0	$0	$0
VICTORIA SIPES	MEMBER	2.00	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,993,135	$6,109,245	$7,044,108	$-116,110
2022	$8,266,316	$6,945,830	$7,264,494	$1,320,486
2021	$6,596,118	$5,433,459	$2,540,908	$1,162,659