PHOENIX PROJECT INC (EIN 300872706) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

AVERY HARPER

Phone

5406352302

Tax Period

2024-07-01 to 2025-06-30

PHOENIX PROJECT, founded in 2015, is a small nonprofit in the Human Services sector that reported $371K in total revenue in fiscal year 2017. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $331K left a modest 11% surplus.

Mission

TO PROVIDE VICTIMS A SAFE, NONJUDGEMENTAL, CONFIDENTIAL PLACE TO TELL THEIR STORIES AND EXPLORE THEIR OPTIONS. THE ORGANIZATION'S SERVICES ARE VICTIM-CENTERED, MEANING THAT THE VICTIM GUIDES THE PROCESS, SO THAT IT EMPOWERS THE VICTIM TO BE ABLE TO LIVE A LIFE FREE FROM ABUSE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $65,753

Program Service Revenue $517,742

Investment Income $7,334

Other Revenue $0

TOTAL REVENUE $590,829

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,322

Fundraising Expenses $17,118

Program Expenses $474,244

Other Expenses $174,321

TOTAL EXPENSES $517,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$590,829	$516,208	+0.1%
Expenses	$517,643	$494,994	+0.0%
Net Income	$73,186	$21,214	+2.4%

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

$63,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANA HOFFMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSAN HRBEK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AMY MURRAY	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DONNA KNOX	DIRECTOR	2.00	Director	$0	$0	$0
LEAH HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
MEG DEMATO	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA LAWSON	TREASURER	2.00	Officer Director	$0	$0	$0
ADRIENNE WOODELL	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN HAJDUK	DIRECTOR	2.00	Director	$0	$0	$0
AVERY HARPER	EXECUTIVE DIRECTOR	40.00	Officer	$63,874	$0	$63,874

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	$590,829	$517,643	$546,454	$73,186
2024	$516,208	$494,994	$510,576	$21,214
2023	$385,116	$422,184	$506,410	$-37,068
2022	$552,870	$475,622	$453,905	$77,248
2021	$458,346	$403,660	$365,496	$54,686
2020	$433,015	$409,851	$309,686	$23,164
2019	$359,313	$315,633	$281,388	$43,680
2018	$370,576	$330,812	$246,460	$39,764

PHOENIX PROJECT INC