Phoenix House Foundation Inc (EIN 237013149) - 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

1968

Legal Domicile

Phone

7182226649

Tax Period

2024-07-01 to 2025-06-30

Phoenix House Foundation Inc, founded in 1968, is a small nonprofit in the Mental Health sector that reported $421K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $268K, a strong 64% operating margin.

Mission

WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES, AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS.

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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 $0

Investment Income $309,974

Other Revenue $111,312

TOTAL REVENUE $421,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $152,799

TOTAL EXPENSES $152,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$421,286	$350,690	+0.2%
Expenses	$152,799	$149,309	+0.0%
Net Income	$268,487	$201,381	+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

$1,108,215

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TUCKER F GREEN	CHAIRMAN	1.0	Officer Director	$0	$0	$0
DAVID GOLDWEITZ	DIRECTOR	1.0	Director	$0	$0	$0
DR JONATHAN AVERY	DIRECTOR	1.0	Director	$0	$0	$0
HARRY B WILSON	DIRECTOR	1.0	Director	$0	$0	$0
LOUISE TEEPLE	DIRECTOR	1.0	Director	$0	$0	$0
MEAGAN GORDON	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL KLINGER	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL ROGERS	DIRECTOR	1.0	Director	$0	$0	$0
NANCY B HOVING	DIRECTOR	1.0	Director	$0	$0	$0
STEVEN SINACORI	DIRECTOR	1.0	Director	$0	$0	$0
TONGUC YAMAN	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM D RIFKIN	DIRECTOR	1.0	Director	$0	$0	$0
ANN MARIE GODDARD	PRESIDENT & CEO	1.0	Officer	$0	$64,873	$474,578
MARK G WHITE	CHIEF OPERATING OFFICER	1.0	Officer	$0	$53,647	$338,942
YAREKA CARTER	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$52,030	$294,695

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	$421,286	$152,799	$8,294,717	$268,487
2024	No data	No data	No data	No data
2024	$350,691	$149,310	$7,416,344	$201,381
2023	$1,587,043	$153,652	$6,075,671	$1,433,391
2023	$1,587,044	$153,654	$6,075,670	$1,433,390
2022	$944,538	$1,836,942	$5,782,230	$-892,404
2022	$944,626	$1,837,032	$5,782,230	$-892,406
2021	$1,726,522	$5,412,754	$12,769,016	$-3,686,232
2020	$965,880	$3,600,712	$14,761,430	$-2,634,832
2019	$31,608,678	$8,053,362	$14,412,007	$23,555,316
2019	$1,496,259	$4,364,470	$16,723,850	$-2,868,211

Phoenix House Foundation Inc