Nonprofit · EIN 36-4729586
PHALEN LEADERSHIP ACADEMIES INDIANA
Tax-exempt · INDIANAPOLIS, IN 46208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $51,347,432 | $46,404,585 | $4,942,847 | $32,089,494 | $13,592,582 | $18,496,912 |
| June 30, 2024 | 990 | $46,116,736 | $44,343,291 | $1,773,445 | $33,462,693 | $19,908,628 | $13,554,065 |
| June 30, 2023 | 990 | $46,371,047 | $47,082,345 | -$711,298 | $29,834,358 | $18,053,738 | $11,780,620 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,013,127
- of which government grants
- $11,681,674
- Program service revenue
- $1,209,549
- Investment income
- $124,756
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $145,346
- Other salaries and wages
- $22,654,254
- Salaries, compensation and benefits (total)
- $29,951,273
- Professional fundraising fees
- $0
- Accounting fees
- $226,874
- Occupancy
- $1,162,581
- Travel
- $320,023
- Depreciation
- $468,216
- Program services (functional)
- $37,332,912
- Management and general (functional)
- $9,071,673
Balance sheet and other
- Total assets, start of year
- $33,462,693
- Total assets, end of year
- $32,089,494
- Total liabilities, end of year
- $13,592,582
- Net assets, end of year
- $18,496,912
- Land, buildings and equipment
- $9,424,073
- Net assets without donor restrictions
- $12,793,701
- Net assets with donor restrictions
- $5,703,211
- Gross receipts
- $51,347,432
- Employees
- 462
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- IN
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANN GAMA | CHEIF HUMAN ASSET OFFICER Highest-paid employee | 40 | $215,133 | $1,556 |
| NICOLE FAMA | REGIONAL DIRECTOR Officer | 40 | $169,491 | $10,554 |
| LAWRENCE COURTNEY | ELEMENTARY ED Highest-paid employee | 40 | $146,137 | $16,606 |
| CRISSY FRANCO | VP OF CAREER & TEACH EDUCATION Highest-paid employee | 40 | $137,240 | $19,345 |
| LADONNA BIEVENS | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $145,346 | $0 |
| TORA TOWNSEND | PRINCIPAL Highest-paid employee | 40 | $130,759 | $10,554 |
| KRISTOPHER KINGERY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARLIN JACKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EARL MARTIN PHALEN | DIRECTOR/CEO Trustee or director, Officer | 1 | $0 | $0 |
| JIM PHALEN | DIRECTOR/TREASURER Trustee or director | 1 | $0 | $0 |
| DR FERNANDO REIMERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NICOLE FAMA | REGIONAL DIRECTOR Officer | 40 | $169,491 | $0 | $20,656 |
| EARL MARTIN PHALEN | DIRECTOR/CEO Trustee or director, Officer | 0.8 | $0 | $167,192 | $12,331 |
| LAWRENCE COURTNEY | ELEMENTARY ED Highest-paid employee | 40 | $146,187 | $0 | $24,563 |
| TORA TOWNSEND | PRINCIPAL Highest-paid employee | 40 | $130,759 | $0 | $18,212 |
| MATTHEW RIMER | PRINCIPAL Highest-paid employee | 40 | $121,376 | $0 | $26,095 |
| TROY LANE | ASSISTANT PRINCIPAL Highest-paid employee | 40 | $116,432 | $0 | $16,042 |
| TONJA EVANS | TEACHER Highest-paid employee | 40 | $111,710 | $0 | $10,554 |
| KRISTOPHER KINGERY | DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| MARLIN JACKSON | DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| JIM PHALEN | DIRECTOR/TREASURER Trustee or director | 0.8 | $0 | $0 | $0 |
| DR FERNANDO REIMERS | DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NICOLE FAMA | REGIONAL DIRECTOR Officer | 40 | $155,354 | $0 | $2,028 |
| EARL MARTIN PHALEN | DIRECTOR/CEO Trustee or director, Officer | 0.8 | $0 | $153,510 | $0 |
| TORA TOWNSEND | PRINCIPAL Highest-paid employee | 40 | $120,181 | $0 | $2,028 |
| KRISTOPHER KINGERY | DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| MARLIN JACKSON | DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
| JIM PHALEN | DIRECTOR/TREASURER Trustee or director | 0.8 | $0 | $0 | $0 |
| DR FERNANDO REIMERS | DIRECTOR Trustee or director | 0.8 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2323 N ILLINOIS ST, INDIANAPOLIS, IN 46208-5760
- In care of
- % EARL MARTIN PHALEN
- Principal officer (990 for 2024)
- EARL MARTIN PHALEN, 1001 MARINA DRIVE 410, QUINCY, MA 02171
- Signed the 990
- EARL MARTIN PHALEN, CHAIRMAN
- Phone
- (317) 333-6980
- Website
- WWW.PHALENACADEMIES.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO ENSURE EACH SCHOLAR ENROLLED MEETS HIGH ACADEMIC AND SOCIAL STANDARDS, AND THRIVES AS LEADERS AT HOME, IN THEIR COMMUNITIES, AND IN THE WORLD. THE ULTIMATE GOAL IS THAT EACH SCHOLAR MASTER KEY ACADEMIC SKILLS AND DEMONSTRATE STRONG CHARACTER, AS EXHIBITED BY: HONESTY, SERVICE TO OTHERS, A SUPERIOR WORK ETHIC, AND A STRONG VISION FOR AND BELIEF IN THEIR FUTURES.
Program accomplishments
- 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.Expenses $37,332,912 · revenue $1,209,549
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-4729586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $32,089,494
- Income (IRS master file)
- $51,347,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $51,347,432 | $46,404,585 | $32,089,494 | IRS |
| 990 | June 2024 | $46,116,736 | $44,343,291 | $33,462,693 | XML |
| 990 | June 2023 | $46,371,047 | $47,082,345 | $29,834,358 | XML |
| 990 | June 2022 | $39,570,152 | $36,626,589 | $22,278,820 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 36-4729586).
Questions about PHALEN LEADERSHIP ACADEMIES INDIANA
- What is the EIN of PHALEN LEADERSHIP ACADEMIES INDIANA?
- The employer identification number (EIN) of PHALEN LEADERSHIP ACADEMIES INDIANA is 36-4729586.
- Is PHALEN LEADERSHIP ACADEMIES INDIANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to PHALEN LEADERSHIP ACADEMIES INDIANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHALEN LEADERSHIP ACADEMIES INDIANA 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 PHALEN LEADERSHIP ACADEMIES INDIANA 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 PHALEN LEADERSHIP ACADEMIES INDIANA 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 PHALEN LEADERSHIP ACADEMIES INDIANA?
- The 990 for the year ended June 30, 2025 names EARL MARTIN PHALEN.
- Who are the officers and directors of PHALEN LEADERSHIP ACADEMIES INDIANA?
- The 990 for the year ended June 30, 2025 lists 11 people; 6 received compensation from the organization, the highest $215,133 (JOANN GAMA, CHEIF HUMAN ASSET OFFICER).
- How much revenue does PHALEN LEADERSHIP ACADEMIES INDIANA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $51,347,432, expenses of $46,404,585 and total assets of $32,089,494 at year end.
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