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US nonprofit · EIN 860909286 · Phoenix, AZiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 860909286) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Phoenix School of Academic Excellence

Donations deductible
Revenue
$1.2m
year to 30 June 2025
Expenses
$1.4m
year to 30 June 2025
Total assets
$668k
$702k liabilities
Net assets
Minus $34k
assets less liabilities
Directors and trustees
6
5.4 years on average
Staff
17
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Voting members
6
reported in Part VI
How am I connected?

Phoenix School of Academic Excellence's network

6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Caitlin TranBoard Member2022
4 yrs
Chris FreerBoard Member2022
4 yrs
Esther ZufeltCompany secretary2020
6 yrs
Jordan PalmaBoard Member/Curriculum Coordinator2022
4 yrs
Karen LugoBoard Member2020
6 yrs
Nate PalmaBoard President/Exec Director2020
6 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Nate PalmaBoard President/Exec Director40$100k$31k
Jordan PalmaBoard Member/Curriculum Coordinator40$86k$30k
Caitlin TranBoard Member30$34k$23k
Chris FreerBoard Member5$0
Esther ZufeltSecretary1$0
Karen LugoBoard Member1$0

About

Legal name
Phoenix School of Academic Excellence
EIN
860909286
Address
5312 N 12th St Ste 302, Phoenix, AZ, 85014-2926
State
Arizona
Mission
The Schools mission is to promote the academic, occupational, and personal life skills of all students based on community collaboration, parental involvement, staff commitment. (as filed on the Form 990)
Activity (NTEE)
B25Z Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
5 (IRS master file code)
Formed
1998
Principal officer
Nate Palma (as named on the Form 990)
IRS ruling date
1 September 1998
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥6years on the filingsEsther Zufelt
≥6years on the filingsKaren Lugo
≥6years on the filingsNate Palma
≥4years on the filingsCaitlin Tran

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$668k
Total liabilities
$702k
Net assets or fund balances
Minus $34k
Contributions and grants received
$1.2m
Program service revenue
$0
Employees
17

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$1.4m$1.5mDeficit $4k

As filed on the IRS Form 990. US dollars.