PHOENIX VILLAGE ACADEMY PRIMARY (EIN 201824149) - 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

2011

Legal Domicile

Principal Officer

STEPHANIE ATAYA

Phone

2168120244

Tax Period

2024-07-01 to 2025-06-30

PHOENIX VILLAGE ACADEMY PRIMARY, founded in 2011, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE INSTRUCTION AT A PUBLIC COMMUNITY SCHOOL FOR GRADES THREE THROUGH SIX.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,543,344

Program Service Revenue $0

Investment Income $0

Other Revenue $200,837

TOTAL REVENUE $1,744,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $619,353

Fundraising Expenses $0

Program Expenses $1,535,691

Other Expenses $1,237,784

TOTAL EXPENSES $1,857,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,744,181	$2,276,200	-0.2%
Expenses	$1,857,137	$2,909,896	-0.4%
Net Income	$-112,956	$-633,696	-0.8%

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

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

$1,500

Total Directors

$3,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HARDIMAN	CHAIR	0.50	Officer Director	$875	$0	$875
GEORGE FRASER	VICE CHAIR	0.30	Officer Director	$625	$0	$625
RONALD GARRISON	DIRECTOR	0.30	Director	$625	$0	$625
SANDY JONES	DIRECTOR	0.30	Director	$875	$0	$875
DONALD WILLIAMS	DIRECTOR	0.30	Director	$625	$0	$625
STEPHANIE ATAYA	FISCAL OFFICER	1.00	Officer	$0	$0	$0

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	$1,744,181	$1,857,137	$1,254,884	$-112,956
2024	No data	No data	No data	No data
2023	$3,541,342	$3,719,267	$2,250,805	$-177,925
2022	$3,282,123	$3,344,820	$2,092,959	$-62,697
2021	$2,857,642	$2,691,480	$1,747,301	$166,162
2020	$2,579,053	$2,579,254	$1,516,648	$-201
2019	$2,137,669	$2,242,909	$597,135	$-105,240
2018	$1,342,994	$1,082,084	$536,102	$260,910

PHOENIX VILLAGE ACADEMY PRIMARY