PHOENIX SOCIETY INC

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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

1986

Legal Domicile

Principal Officer

TRUM SOULE

Phone

3016886413

Tax Period

2024-01-01 to 2024-12-31

PHOENIX SOCIETY INC, founded in 1986, is a small nonprofit that reported $129K in total revenue in fiscal year 2024.

Mission

PROVIDE SOCIAL ENVIRONMENT FOR RETIRED EMPLOYEES

Program Service Accomplishments

Program 1

Expenses: $127,450

PROVIDE SOCIAL ENVIRONMENT FOR RETIRED EMPLOYEES SPECIAL NEWSLETTERS TO INCLUDE ALL MEMBERS LUNCHEONS AVAILABLE TO ALL OPPORTUNITY TO TRAVEL OFFERED

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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 $84,100

Program Service Revenue $37,975

Investment Income $7,275

Other Revenue $0

TOTAL REVENUE $129,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,081

Fundraising Expenses $0

Program Expenses $127,450

Other Expenses $46,019

TOTAL EXPENSES $129,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,350	N/A	N/A
Expenses	$129,100	N/A	N/A
Net Income	$250	N/A	N/A

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

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
TRUM SOULE	CHAIRMAN OF BOARD AND PRESIDENT	4.00	Officer Director	$0	$0	$0
ELIZABETH BROOKS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JUDY GARDNER	SECRETARY	5.00	Officer Director	$0	$0	$0
CHARLES FAUGHNAN	BOARD	1.00	Director	$0	$0	$0
TONY WHEELER	BOARD	4.00	Director	$0	$0	$0
TERRY SANTAVICCA	BOARD	4.00	Director	$0	$0	$0
MONTE DZURENKO	TREASURER	5.00	Officer Director	$0	$0	$0
CINDY SMITH	BOARD	1.00	Director	$0	$0	$0
MARK LESZCZ	BOARD	1.00	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
2024	$129,350	$129,100	$231,853	$250
2023	$78,708	$89,418	$234,311	$-10,710
2022	$70,112	$48,385	$244,814	$21,727
2021	$68,352	$53,669	$223,313	$14,683
2020	$74,205	$49,549	$211,516	$24,656
2019	$73,111	$82,405	$192,295	$-9,294