THE PHOENIX CHORALE (EIN 237034668) - 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

Principal Officer

ELLEN WESLEY

Phone

6022532224

Tax Period

2024-07-01 to 2025-06-30

THE PHOENIX CHORALE, founded in 1968, is a small nonprofit that reported $634K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $574K left a modest 10% surplus.

Mission

NURTURE AND AMPLIFY THE STRENGTH AND RESONANCE OF AZS CHORAL ARTISTRY THROUGH LIVE CONCERT EXPERIENCES IN AZ AND VIA RECORDINGS/OTHER MEDIA FOR THOSE OUTSIDE AZ TO KNOW AND APPRECIATE THE QUALITY OF WORK.

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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 $489,236

Program Service Revenue $115,423

Investment Income $27,491

Other Revenue $1,921

TOTAL REVENUE $634,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,086

Fundraising Expenses $41,761

Program Expenses $454,181

Other Expenses $426,506

TOTAL EXPENSES $573,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$634,071	$510,444	+0.2%
Expenses	$573,592	$575,751	0.0%
Net Income	$60,479	$-65,307	-1.9%

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

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

$78,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE BELMONT	EXECUTIVE DIRECTOR	050.00	Officer	$74,205	$4,270	$78,475
ALISON CHANEY	CHAIR	015.00	Officer Director	$0	$0	$0
MARY FARRINGTON-LORCH	VICE CHAIR	002.00	Officer Director	$0	$0	$0
ELLEN WESLEY	TREASURER	009.00	Officer Director	$0	$0	$0
GREGG EWART	SECRETARY	009.00	Officer Director	$0	$0	$0
LYNNE TRAVERSE	PAST CHAIR	002.00	Officer Director	$0	$0	$0
CAROL JENNINGS	DIRECTOR	002.00	Director	$0	$0	$0
CAROLINE LAWSON	DIRECTOR	002.00	Director	$0	$0	$0
CHARLES OLDHAM	DIRECTOR	002.00	Director	$0	$0	$0
LYNN RUBY	DIRECTOR	002.00	Director	$0	$0	$0
PAOLA GALE	DIRECTOR	002.00	Director	$0	$0	$0
STEPHANIE STRICKFORD	DIRECTOR	002.00	Director	$0	$0	$0
JACK TURNER	DIRECTOR UNTIL 11/10/24	002.00	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	$634,071	$573,592	$691,759	$60,479
2024	$510,444	$575,751	$629,042	$-65,307
2023	$595,639	$610,617	$678,352	$-14,978
2022	$953,838	$458,334	$708,983	$495,504
2021	$388,113	$280,450	$222,583	$107,663
2020	$436,692	$421,875	$134,859	$14,817
2019	$407,789	$447,639	$81,216	$-39,850

THE PHOENIX CHORALE