PHOEBE HOUSING INC (EIN 232821149) - 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

1996

Legal Domicile

Principal Officer

SCOTT R STEVENSON

Phone

6107945142

Tax Period

2024-07-01 to 2025-06-30

PHOEBE HOUSING INC, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $179K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $500K exceeded revenue, resulting in a 180% operating deficit.

Mission

TO PROVIDE SUPPORT TO AFFILIATED ORGANIZATIONS RELATED TO AFFORDABLE HOUSING FOR SENIORS.

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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 $0

Program Service Revenue $178,521

Investment Income $0

Other Revenue $0

TOTAL REVENUE $178,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $326,872

Other Expenses $499,981

TOTAL EXPENSES $499,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,521	$164,867	+0.1%
Expenses	$499,981	$596,987	-0.2%
Net Income	$-321,460	$-432,120	-0.3%

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

$1,804,983

Total Directors

$942,440

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT R STEVENSON	PRESIDENT/CEO	40.00	Officer Director	$0	$119,915	$942,440
WILLIAM C HACKER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROBERT BERTOLETTE	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KENNETH R CHARETTE ESQUIRE	TREASURER	1.00	Officer Director	$0	$0	$0
REV WILLIAM PAUL WORLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
REV DR BONNIE BATES	BOARD MEMBER	1.00	Director	$0	$0	$0
CARMEN A BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DR CARRIE CALL	BOARD MEMBER	1.00	Director	$0	$0	$0
EMMETT LIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE MERRILL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT W MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DANIEL T MOSER II	BOARD MEMBER	1.00	Director	$0	$0	$0
HANIFF L SKEETE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSHUA A SLOAN	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DR DAVID CHARLES SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK TRANGUCH	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT RICHARDS	COO (UNTIL 12/24)	40.00	Officer	$0	$41,770	$396,014
JASON SHOTT	COO	40.00	Officer	$0	$11,121	$91,326
THOMAS BAER	CFO	40.00	Officer	$0	$64,805	$375,203

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	$178,521	$499,981	$173,527	$-321,460
2024	$164,867	$596,987	$494,908	$-432,120
2023	$156,016	$836,622	$913,936	$-680,606
2022	$151,996	$170,972	$1,557,883	$-18,976
2021	$128,070	$144,203	$1,575,422	$-16,133
2020	$154,245	$139,433	$1,591,053	$14,812
2019	$139,954	$132,936	$1,574,419	$7,018
2018	$146,535	$278,430	$1,566,857	$-131,895

PHOEBE HOUSING INC