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Phalen Leadership Academy - Indiana

Quincy, MA · EIN 36-4729586 · 501(c)(3) · School
Latest filing: Form 990 for the fiscal year ending June 30, 2025 (tax year 2024) · View the filing · Correct or respond

Phalen Leadership Academy - Indiana reported $51.3 million in revenue and $46.4 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $80.45 went to program services, $19.55 to management and general costs and $0.00 to fundraising. Its largest source of revenue was contributions and grants: 97.4% of the total. Government grants made up 22.8%. The highest compensation it reported for one person was $216,689 (CHEIF HUMAN ASSET OFFICER). 19 people received more than $100,000 in reportable compensation. Revenue rose 150% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $46M

For context, the median across 5,499 covered education charities: $85.56 programs, $13.59 management, $0.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $51M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 5,499 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
80.5%84.4%
Management & general
Part IX 25(C) ÷ 25(A)
19.5%13.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%0.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.00$0.04
Contributions & grants share of revenue
Part VIII 1h ÷ 12
97.4%19.1%
Government grants share of revenue
Part VIII 1e ÷ 12
22.8%1.1%
Program service revenue share
Part VIII 2g ÷ 12
2.4%69.9%
Highest reported compensation
Part VII-A, columns D–F
$216,689$331,578
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
0.47%1.28%
People paid over $100,000
Part VII, line 2
198
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
4.813.3
Independent voting board members
Part VI 1a–1b
4 of 5100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$37M expenses · 100.0% of program spending · revenue $1.2M

Phalen Leadership Academy educates future leaders based on the following principles: exceptional teachers and school leaders, partnerships with parents, innovative use of technology to supplement teacher instruction, differentiated instruction and ongoing assessment to measure progress

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
CHEIF HUMAN ASSET OFFICER
Highest compensated employee, 40.00 hrs/week
$215,133$0$1,556$216,689
REGIONAL DIRECTOR
Officer, 40.00 hrs/week
$169,491$0$10,554$180,045
ELEMENTARY ED
Highest compensated employee, 40.00 hrs/week
$146,137$0$16,606$162,743
VP OF CAREER & TEACH EDUCATION
Highest compensated employee, 40.00 hrs/week
$137,240$0$19,345$156,585
EXECUTIVE DIRECTOR
Highest compensated employee, 40.00 hrs/week
$145,346$0$0$145,346
PRINCIPAL
Highest compensated employee, 40.00 hrs/week
$130,759$0$10,554$141,313

19 people received more than $100,000 in reportable compensation from Phalen Leadership Academy - Indiana (Part VII, line 2). Compensation of current officers, directors and key employees totaled $145K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$20M$40M$60M$80MFY2020FY2021FY2022FY2023FY2024FY2025$51M$46M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$51M$46M80.5%$18M$216,689
FY2024 ⓘ$46M$44M79.3%$14M$190,147
FY2023 ⓘ$46M$47M66.5%$12M$157,382
FY2022 ⓘ$40M$37M77.5%$12M$369,399
FY2021 ⓘ$31M$29M72.9%$9.1M$371,762
FY2020 ⓘ$21M$20M69.6%$6.7M$331,089

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b5 · 4 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2Yes
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5462

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
4 MATIVE TECHNOLOGIES
Transportation
$1,492,007
G&M LLC
Janitorial services
$574,650
GLOBAL PSYCHOLOGICAL
Special education service
$448,064
PROGRESSIVE THERAPY SERVICE
Special needs support for students
$294,133
JUST A DASH CATERING
Food service
$292,016

Individuals listed as contractors are left out. 5 contractors were paid more than $100,000 in all.

Private foundation grants it received

3 private foundations reported grants to Phalen Leadership Academy - Indiana totaling $512K on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Phalen Leadership Academy - Indiana's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Phalen Leadership Academy - Indiana, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All education charities · Largest charities in Massachusetts

Questions people ask

How much of Phalen Leadership Academy - Indiana's spending goes to programs?

In the fiscal year ending June 30, 2025, Phalen Leadership Academy - Indiana reported that 80.5% of its $46.4 million in expenses went to program services, 19.5% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does Phalen Leadership Academy - Indiana pay its top executive?

The largest total compensation Phalen Leadership Academy - Indiana reported for one person in the fiscal year ending June 30, 2025 was $216,689, for the role of CHEIF HUMAN ASSET OFFICER (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Phalen Leadership Academy - Indiana get its money?

Of $51.3 million in revenue in the fiscal year ending June 30, 2025, 97.4% came from contributions and grants (including 22.8% from government grants) and 2.4% from program service revenue (Form 990, Part VIII).

Is Phalen Leadership Academy - Indiana a registered charity?

The IRS lists EIN 36-4729586 as a 501(c)(3) organization (school), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202601259349302815 · read the filing · XML
  • FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202530669349300528 · read the filing
  • FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202401319349304600 · read the filing
  • FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202301319349303995 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202201329349305935 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202101309349300020 · read the filing

All filings for EIN 36-4729586: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.