PHILLIPS FUNDAMENTAL LEARNING CENTER INC (EIN 311693508) - 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

2000

Legal Domicile

Principal Officer

JEANINE PHILLIPS

Phone

3166847323

Tax Period

2024-07-01 to 2025-06-30

PHILLIPS FUNDAMENTAL LEARNING CENTER INC, founded in 2000, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Net assets of $20.4M represent 64 months of operating reserves.

Mission

PROMOTE EDUCATIONAL DEVELOPMENT, SPECIALIZING IN TECHNIQUES TO TEACH LEARNING DISABLED INDIVIDUALS.

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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 $2,750,677

Program Service Revenue $1,006,100

Investment Income $29,685

Other Revenue $41,183

TOTAL REVENUE $3,827,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,417,200

Fundraising Expenses $259,512

Program Expenses $3,039,259

Other Expenses $2,494,795

TOTAL EXPENSES $3,911,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,827,645	$8,132,843	-0.5%
Expenses	$3,911,995	$3,131,164	+0.2%
Net Income	$-84,350	$5,001,679	-1.0%

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

150

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
MARIETTA WETZEL	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
EMILY HOWELL	VICE CHAIR FINANCE	5.00	Director	$0	$0	$0
ROGER D LOWE	TREASURER	5.00	Officer Director	$0	$0	$0
CC WOOLF	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRIS ASHBROOK	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL BANNING	DIRECTOR	1.00	Director	$0	$0	$0
KATE BASTIAN	DIRECTOR	1.00	Director	$0	$0	$0
YOLANDA CAMARENA	DIRECTOR	1.00	Director	$0	$0	$0
JAN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
ROB EGAN	DIRECTOR	1.00	Director	$0	$0	$0
BUNNY HILL	DIRECTOR	1.00	Director	$0	$0	$0
MARTY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
COREY MOOMAW	DIRECTOR	2.00	Director	$0	$0	$0
KIM PACKEBUSH	DIRECTOR	1.00	Director	$0	$0	$0
BILL PICKERT	DIRECTOR	1.00	Director	$0	$0	$0
DEE ROLPH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SEXTON	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE SHEA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SHEPARD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TRUITT	DIRECTOR	1.00	Director	$0	$0	$0
DR SHEREE UTASH	DIRECTOR	1.00	Director	$0	$0	$0
JUSTON WHITE	DIRECTOR	1.00	Director	$0	$0	$0
JEANINE L PHILLIPS	PRESIDENT	30.00	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	$3,827,645	$3,911,995	$21,453,830	$-84,350
2024	$8,132,843	$3,131,164	$20,730,549	$5,001,679
2023	$15,046,061	$1,833,121	$17,534,609	$13,212,940
2022	$2,705,751	$1,645,583	$2,489,354	$1,060,168
2021	$1,514,105	$1,592,895	$1,353,731	$-78,790
2019	$1,586,950	$1,450,505	$1,378,129	$136,445
2018	$1,315,767	$1,338,944	$1,166,970	$-23,177

PHILLIPS FUNDAMENTAL LEARNING CENTER INC