THE PHOENIX SCHOOL OF ROSEBURG CHARTER (EIN 203372393) - 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

2005

Legal Domicile

Principal Officer

THOMAS MCGREGOR

Phone

5416733036

Tax Period

2022-07-01 to 2023-06-30

THE PHOENIX SCHOOL OF ROSEBURG CHARTER, founded in 2005, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $2.9M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO TEACH AT-RISK YOUTH THE KNOWLEDGE, UNDERSTANDING, AND SKILLS NECESSARY TO BECOME CARING, COMMITTED, AND PRODUCTIVE CITIZENS.

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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 $628,100

Program Service Revenue $1,761,328

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,389,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,345,204

Fundraising Expenses $0

Program Expenses $2,345,246

Other Expenses $1,574,189

TOTAL EXPENSES $2,919,393

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,389,428	$2,557,241	-0.1%
Expenses	$2,919,393	$2,235,685	+0.3%
Net Income	$-529,965	$321,556	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VACANT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RICK WESENBERG	PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM NELSON	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON TROXEL	TREASURER	2.00	Officer Director	$0	$0	$0
LEE ANN GROGAN	MEMBER	2.00	Director	$0	$0	$0
APRIL HAMLIN	MEMBER	2.00	Director	$0	$0	$0
MICHAEL RONDEAU	MEMBER	2.00	Director	$0	$0	$0
GILLIAN WESENBERG	MEMBER	2.00	Director	$0	$0	$0
LAURIE NEWTON	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,389,428	$2,919,393	$775,385	$-529,965
2022	$2,557,241	$2,235,685	$1,073,267	$321,556
2021	$2,330,341	$1,996,010	$869,362	$334,331
2020	$1,770,079	$1,621,170	$443,921	$148,909
2019	$1,558,977	$1,539,113	$263,560	$19,864
2018	$1,569,405	$1,561,888	$184,163	$7,517

THE PHOENIX SCHOOL OF ROSEBURG CHARTER