PHIL'S FRIENDS NFP (EIN 203087488) - 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

2006

Legal Domicile

Principal Officer

PHILIP ZIELKE

Phone

2246538315

Tax Period

2023-01-01 to 2023-12-31

PHIL'S FRIENDS NFP, founded in 2006, is a community nonprofit in the Mental Health sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 6% surplus.

Mission

THE MISSION OF PHIL'S FRIENDS NFP IS TO PROVIDE SUPPORT TO THOSE AFFECTED BY CANCER. THIS IS DONE THROUGH CARE PACKAGE DELIVERY, ONE-ON-ONE FRIENDSHIPS, AND SPIRITUAL SUPPORT THROUGH THEIR MONTHLY CARD AND PRAYER MINISTRIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,525,954

Program Service Revenue $0

Investment Income $0

Other Revenue $6,421

TOTAL REVENUE $1,532,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,707

Fundraising Expenses $57,404

Program Expenses $1,291,930

Other Expenses $1,087,969

TOTAL EXPENSES $1,439,676

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,532,375	$994,876	+0.5%
Expenses	$1,439,676	$969,004	+0.5%
Net Income	$92,699	$25,872	+2.6%

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

12000

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

Total Directors

$48,176

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP ZIELKE	PRESIDENT	40.00	Director	$48,176	$0	$48,176
ANJELA MCCRANEY	TREASURER	5.00	Officer Director	$0	$0	$0
EVE WEST	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
ERIC MCMILLAN	SECRETARY	5.00	Officer Director	$0	$0	$0
JACOB ROSENBERG	BOARD MEMBER	2.00	Director	$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
2024	No data	No data	No data	No data
2023	$1,532,375	$1,439,676	$632,417	$92,699
2022	$994,876	$969,004	$445,615	$25,872
2021	$901,956	$815,831	$341,505	$86,125
2020	$888,571	$978,436	$258,413	$-89,865
2019	$1,228,625	$1,208,768	$395,005	$19,857
2018	$1,137,665	$982,451	$330,203	$155,214

PHIL'S FRIENDS NFP