PHOENIX CENTER (EIN 260310507) - 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

2007

Legal Domicile

Principal Officer

SARAH GARRETT

Phone

8306377848

Tax Period

2024-01-01 to 2024-12-31

PHOENIX CENTER, founded in 2007, is a community nonprofit in the Recreation & Sports sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $461K, a strong 25% operating margin.

Mission

TO PROVIDE THE HIGHEST LEVEL OF MENTAL HEALTH CARE TO CHILDREN AND THEIR FAMILIES THROUGH INNOVATIVE TRAUMA-INFORMED THERAPY AND EDUCATION.

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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 $1,587,850

Program Service Revenue $114,699

Investment Income $126,254

Other Revenue $5,787

TOTAL REVENUE $1,834,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $624,815

Fundraising Expenses $129,434

Program Expenses $1,073,726

Other Expenses $749,146

TOTAL EXPENSES $1,373,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,834,590	$2,096,254	-0.1%
Expenses	$1,373,961	$1,200,979	+0.1%
Net Income	$460,629	$895,275	-0.5%

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

130

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

$115,500

Total Directors

$115,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH GARRETT	FOUNDER, EXE	40.00	Officer Director	$115,500	$0	$115,500
LINDSAY PLANTE	PRESIDENT	N/A	Director	$0	$0	$0
PATIA STICKLAND	VICE PRESIDE	N/A	Director	$0	$0	$0
SUSAN PIERCE	TREASURER	N/A	Director	$0	$0	$0
PAUL BRADY	MEMBER	N/A	Director	$0	$0	$0
RON MITCHELL	MEMBER	N/A	Director	$0	$0	$0
ALLEN GARRETT JD	MEMBER	N/A	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	No data	No data	No data	No data
2024	$1,834,590	$1,373,961	$9,415,358	$460,629
2023	$2,096,254	$1,200,979	$8,942,385	$895,275
2022	$2,354,077	$1,060,691	$8,027,270	$1,293,386
2021	$2,165,530	$692,726	$6,777,198	$1,472,804
2020	$1,635,726	$728,731	$5,278,540	$906,995
2019	$1,455,420	$672,621	$4,359,381	$782,799
2019	$1,455,420	$672,621	$4,359,381	$782,799
2018	$934,475	$578,629	$3,546,069	$355,846

PHOENIX CENTER