Skip to main content

Nonprofit · EIN 20-4761182

PHOENIX CHARTER ACADEMY FOUNDATION

Tax-exempt · BOSTON, MA 02117

Financials

$1.6M$1.3M2022$1.3M$2.1M2023$1.2M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of PHOENIX CHARTER ACADEMY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,211,201$1,104,700$106,501$2,152,980$672,492$1,480,488
June 30, 2024990$1,344,696$2,097,497-$752,801$3,034,111$1,713,704$1,320,407
June 30, 2023990$1,551,342$1,337,904$213,438$4,178,715$2,171,684$2,007,031
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,196,069
Program service revenue
$0
Investment income
$15,132
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,093,804
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,093,804
Management and general (functional)
$4,646
Fundraising (functional)
$6,250

Balance sheet and other

Total assets, start of year
$3,034,111
Total assets, end of year
$2,152,980
Total liabilities, end of year
$672,492
Net assets, end of year
$1,480,488
Net assets without donor restrictions
$831,919
Net assets with donor restrictions
$648,569
Gross receipts
$1,211,201
Employees
0
Volunteers
25
Year formed
2008
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES STANZLERPRESIDENT
Trustee or director, Officer
0.3$0
LAUREN BAKERMEMBER
Trustee or director
0.3$0
PAUL STEZLERMEMBER
Trustee or director
0.3$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
JAMES STANZLERPRESIDENT
Trustee or director, Officer
0.3$0
LAUREN BAKERMEMBER
Trustee or director
0.3$0
PAUL STEZLERMEMBER
Trustee or director
0.3$0
990 for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
JAMES STANZLERPRESIDENT
Trustee or director, Officer
0.3$0
LAUREN BAKERMEMBER
Trustee or director
0.3$0
PAUL STEZLERMEMBER
Trustee or director
0.3$0

Address and contacts

Address (IRS master file)
PO BOX 170665, BOSTON, MA 02117-0935
Principal officer (990 for 2024)
BETH ANDERSON, PO BOX 170665, BOSTON, MA 02117
Signed the 990
BETH ANDERSON, EXECUTIVE DIRECTOR PHOENIX NETWORK
Phone
(617) 889-3100
Return prepared by
AAFCPAS INC

Mission

TO PROVIDE SUPPORT TO THE PHOENIX CHARTER ACADEMY NETWORK.

990 for the year ended June 30, 2025

Program accomplishments

  • THE PHOENIX CHARTER ACADEMY FOUNDATION SUPPORTS THE PHOENIX CHARTER ACADEMY NETWORK, WHICH INCLUDES THREE HIGH SCHOOLS IN CHELSEA, LAWRENCE, AND SPRINGFIELD. EACH SCHOOL RECEIVES SUPPORT FROM THE CHARTER MANAGEMENT ORGANIZATION (CMO) OFFICE IN COORDINATING ACADEMICS, TALENT AND RECRUITMENT, AND STUDENT SUPPORT. THIS ALIGNMENT ALLOWS PHOENIX TO DELIVER ITS MODEL WITH FIDELITY ACROSS MASSACHUSETTS.
    Expenses $1,093,804 · grants $1,093,804

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-4761182
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$2,152,980
Income (IRS master file)
$1,211,201

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,211,201$1,104,700$2,152,980XML
990June 2024$1,344,696$2,097,497$3,034,111IRS
990June 2023$1,551,342$1,337,904$4,178,715XML
990June 2022$1,401,758$1,097,910$2,752,141IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4761182).

Questions about PHOENIX CHARTER ACADEMY FOUNDATION

What is the EIN of PHOENIX CHARTER ACADEMY FOUNDATION?
The employer identification number (EIN) of PHOENIX CHARTER ACADEMY FOUNDATION is 20-4761182.
Is PHOENIX CHARTER ACADEMY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to PHOENIX CHARTER ACADEMY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PHOENIX CHARTER ACADEMY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PHOENIX CHARTER ACADEMY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHOENIX CHARTER ACADEMY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of PHOENIX CHARTER ACADEMY FOUNDATION?
The 990 for the year ended June 30, 2025 names BETH ANDERSON.
Who are the officers and directors of PHOENIX CHARTER ACADEMY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PHOENIX CHARTER ACADEMY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,211,201, expenses of $1,104,700 and total assets of $2,152,980 at year end.

Other nonprofits in BOSTON

All nonprofits in BOSTON · Massachusetts · Education