The Phoenix of Santa Barbara 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

1972

Legal Domicile

Principal Officer

Murray Ray

Phone

8059653434

Tax Period

2017-07-01 to 2018-06-30

The Phoenix of Santa Barbara Inc, founded in 1972, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2017. Revenue decreased 7% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 35% operating deficit.

Mission

To provide residential and outpatient mental health and rehabilitation services.

Program Service Accomplishments

Program 1

Expenses: $1,861,699 Revenue: $552,109

Phoenix of Santa Barbara provides residential and outpatient mental health and rehabilitation services to individuals diagnosed with psychiatric disorders.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,156,001

Program Service Revenue $552,109

Investment Income $1,228

Other Revenue $1,553

TOTAL REVENUE $1,710,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,331,343

Fundraising Expenses $25,599

Program Expenses $1,861,699

Other Expenses $978,500

TOTAL EXPENSES $2,309,843

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,710,891	$1,846,663	-0.1%
Expenses	$2,309,843	$2,004,352	+0.2%
Net Income	$-598,952	$-157,689	+2.8%

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

$153,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Murray Ray	President	2.00	Director	$0	$0	$0
Robert Mislang	Vice President	2.00	Director	$0	$0	$0
Julie Kessler Solomon	Immediate Past President	2.00	Director	$0	$0	$0
Maeda Palius	Treasurer	2.00	Director	$0	$0	$0
Glen Hodges	Secretary	2.00	Director	$0	$0	$0
Mark Cardona	Board Member	2.00	Director	$0	$0	$0
Dr Elisse Evans	Board Member	2.00	Director	$0	$0	$0
Ava Polan	Executive Director (Term Start 1/18)	40.00	Officer	$51,997	$2,767	$54,764
John Turner	Executive Director (Term Ended 1/18)	40.00	Officer	$98,542	$394	$98,936

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
2018	$1,710,891	$2,309,843	$1,694,703	$-598,952