The Phoenix Pact Fund (EIN 311705330) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

CHRISTOPHER KELLY

Phone

3128783764

Tax Period

2023-07-01 to 2024-06-30

The Phoenix Pact Fund, founded in 2000, is a small nonprofit in the Education sector that reported $599K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 273% operating deficit.

Mission

TO GRANT SCHOLARSHIPS TO INDIVIDUALS IN FINANCIAL NEED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,500

Program Service Revenue $0

Investment Income $570,493

Other Revenue $0

TOTAL REVENUE $598,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,194

Fundraising Expenses $21,804

Program Expenses $2,120,201

Other Expenses $1,891,370

TOTAL EXPENSES $2,231,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$598,993	$1,062,641	-0.4%
Expenses	$2,231,564	$1,764,360	+0.3%
Net Income	$-1,632,571	$-701,719	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$155,828

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER KELLY	EXECUTIVE DIRECTOR	40.0	Officer	$117,540	$38,288	$155,828
David Peterson	Director	1.25	Director	$0	$0	$0
Jennifer Steans	Director	1.25	Director	$0	$0	$0
John Timmer	Treasurer	2.5	Officer Director	$0	$0	$0
Evan Westerfield	President	5.0	Officer Director	$0	$0	$0
Nicole Howard	Director	1.25	Director	$0	$0	$0
Ceily Moore	Director	1.25	Director	$0	$0	$0
Jessica Taylor	Director	1.25	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	$598,993	$2,231,564	$17,511,095	$-1,632,571
2023	$1,062,641	$1,764,360	$17,702,321	$-701,719
2022	$1,476,076	$2,249,664	$18,427,201	$-773,588
2021	$4,533,654	$1,525,307	$22,425,207	$3,008,347
2020	$4,209,169	$2,649,203	$17,085,786	$1,559,966
2019	$256,244	$1,852,598	$15,530,721	$-1,596,354
2018	$661,263	$1,923,275	$16,412,711	$-1,262,012

The Phoenix Pact Fund