PhoenixONE (EIN 275370827) - 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

2020

Legal Domicile

Phone

4806398466

Tax Period

2023-01-01 to 2023-12-31

PhoenixONE, founded in 2020, is a small nonprofit in the Religion sector that reported $280K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $262K left a modest 6% surplus.

Mission

To unify the church through care and connection

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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 (2023)

Revenue Breakdown

Contributions & Grants $279,834

Program Service Revenue $0

Investment Income $364

Other Revenue $0

TOTAL REVENUE $280,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $197,141

Fundraising Expenses $0

Program Expenses $262,229

Other Expenses $65,088

TOTAL EXPENSES $262,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,198	$237,073	+0.2%
Expenses	$262,229	$230,936	+0.1%
Net Income	$17,969	$6,137	+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

N/A

Employees

N/A

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

$99,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Gokee	Director	40.00	Director	$99,000	$0	$99,000
Christine Jones	Director	5.00	Director	$0	$0	$0
Dave Sweet	Director	5.00	Director	$0	$0	$0
Aaron McKee	Director	5.00	Director	$0	$0	$0
Renee Worchester	Director	5.00	Director	$0	$0	$0
Johnny Sweet	President	5.00	Officer	$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	No data	No data	No data	No data
2023	$280,198	$262,229	$146,057	$17,969
2022	$237,073	$230,936	$119,302	$6,137
2022	$236,424	$226,568	$119,051	$9,856

PhoenixONE