PHOENIX ACADEMY DAY SCHOOL (EIN 020732028) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

NANCY LIEBERMANN

Phone

4023900556

Tax Period

2022-07-01 to 2023-06-30

PHOENIX ACADEMY DAY SCHOOL, founded in 1991, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2022. Revenue surged 176% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 61% operating margin.

Mission

TO EDUCATE AND INSPIRE STUDENTS WITH LEARNING DIFFERENCES TO REALIZE THEIR ACADEMIC POTENTIAL IN A TRADITIONAL CLASSROOM SETTING AND TO HELP THEM BECOME SUCCESSFUL IN SCHOOL AND LIFE.

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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 $3,571,076

Program Service Revenue $346,714

Investment Income $24,103

Other Revenue $38,273

TOTAL REVENUE $3,980,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,159,942

Fundraising Expenses $61,999

Program Expenses $1,397,580

Other Expenses $401,810

TOTAL EXPENSES $1,561,752

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,980,166	$1,441,990	+1.8%
Expenses	$1,561,752	$1,506,389	+0.0%
Net Income	$2,418,414	$-64,399	-38.6%

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

N/A

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

$103,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN MACTIER MORIARTY	DIRECTOR	0.00	Director	$0	$0	$0
SANDY LOZIER	DIRECTOR	0.00	Director	$0	$0	$0
DANIEL GUINAN	PRESIDENT	0.00	Officer Director	$0	$0	$0
EMILY LISCHER	SECRETARY	0.00	Officer Director	$0	$0	$0
CLARICE JACKSON	DIRECTOR	0.00	Director	$0	$0	$0
ERNIE BOYKIN	DIRECTOR	0.00	Director	$0	$0	$0
BRIDGET CANNON-HALE	DIRECTOR	0.00	Director	$0	$0	$0
LINDA BURT	DIRECTOR	0.00	Director	$0	$0	$0
SUSAN TOOHEY	DIRECTOR	0.00	Director	$0	$0	$0
LINDA DOWNEY	TREASURER	0.00	Officer Director	$0	$0	$0
VONTARRIUS CLOY	DIRECTOR	0.00	Director	$0	$0	$0
LAURA MILLAGE	ASSISTANT TREASURER	0.00	Officer Director	$0	$0	$0
MEGAN MOSLANDER	DIRECTOR	0.00	Director	$0	$0	$0
GEORGE LOZIER	DIRECTOR	0.00	Director	$0	$0	$0
NANCY LIEBERMANN	EXECUTIVE DIRECTOR	40.00	Officer	$100,000	$3,000	$103,000

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	$3,980,166	$1,561,752	$6,578,545	$2,418,414
2022	$1,441,990	$1,506,389	$4,142,212	$-64,399
2021	$1,315,717	$1,353,339	$4,206,324	$-37,622
2020	$1,182,897	$1,420,120	$4,217,199	$-237,223
2018	$1,270,815	$1,311,669	$4,419,538	$-40,854

PHOENIX ACADEMY DAY SCHOOL