THE PHOENIX CHARTER ACADEMY FOUNDATION INC (EIN 204761182) - 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

2008

Legal Domicile

Principal Officer

BETH ANDERSON

Phone

6178893100

Tax Period

2024-07-01 to 2025-06-30

THE PHOENIX CHARTER ACADEMY FOUNDATION INC, founded in 2008, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $1.1M left a modest 9% surplus.

Mission

TO PROVIDE SUPPORT TO THE PHOENIX CHARTER ACADEMY NETWORK.

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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 $1,196,069

Program Service Revenue $0

Investment Income $15,132

Other Revenue $0

TOTAL REVENUE $1,211,201

Expense Breakdown

Grants Paid $1,093,804

Salaries & Benefits $0

Fundraising Expenses $6,250

Program Expenses $1,093,804

Other Expenses $10,896

TOTAL EXPENSES $1,104,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,211,201	$1,344,696	-0.1%
Expenses	$1,104,700	$2,097,497	-0.5%
Net Income	$106,501	$-752,801	-1.1%

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

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
JAMES STANZLER	PRESIDENT	0.30	Officer Director	$0	$0	$0
LAUREN BAKER	MEMBER	0.30	Director	$0	$0	$0
PAUL STEZLER	MEMBER	0.30	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	$1,211,201	$1,104,700	$2,152,980	$106,501
2024	$1,344,696	$2,097,497	$3,034,111	$-752,801
2023	$1,551,342	$1,337,904	$4,178,715	$213,438
2022	$1,401,758	$1,097,910	$2,752,141	$303,848
2021	$1,131,006	$570,941	$1,857,843	$560,065
2020	$1,130,037	$1,139,786	$2,054,149	$-9,749
2019	$1,623,161	$1,851,249	$1,780,619	$-228,088
2018	$2,024,324	$1,587,281	$1,690,882	$437,043

THE PHOENIX CHARTER ACADEMY FOUNDATION INC