PHOENIX PLACE INC

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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

1997

Legal Domicile

Principal Officer

ZOE FISCUS-DOSS

Phone

5137526170

Tax Period

2024-07-01 to 2025-06-30

PHOENIX PLACE INC, founded in 1997, is a small nonprofit in the Mental Health sector that reported $480K in total revenue in fiscal year 2024. Revenue surged 513% from the prior year, signaling strong growth momentum. The organization ran a surplus of $265K, a strong 55% operating margin.

Mission

EMPOWER INDIVIDUALS WITH MENTAL HEALTH OR SUBSTANCE USE CHALLENGES IN THEIR RECOVERY JOURNEY THROUGH PEER SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $180,006

BRING SUPPORT TO INDIVIDUALS WITH MENTAL HEALTH OR SUBSTANCE USE CHALLENGES IN THE CLERMONT COUNTY AREA

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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 $476,797

Program Service Revenue $0

Investment Income $0

Other Revenue $3,609

TOTAL REVENUE $480,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,567

Fundraising Expenses $3,333

Program Expenses $180,006

Other Expenses $103,943

TOTAL EXPENSES $215,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,406	$78,366	+5.1%
Expenses	$215,510	$126,323	+0.7%
Net Income	$264,896	$-47,957	-6.5%

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

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

$31,786

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY FISCUS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CRANFILL	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLE HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE CENTERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ZOE FISCUS-DOSS	EXECUTIVE DIRECTOR	30.00	Director	$31,786	$0	$31,786
ANDREA SCHULTZ-DUNCAN	PRESIDENT	1.00	Officer	$0	$0	$0
DAVID HAWTHORNE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JENNA BECK	SECRETARY	1.00	Officer	$0	$0	$0
ERIN HUGHBANKS	TREASURER	1.00	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	$480,406	$215,510	$788,320	$264,896
2024	No data	No data	No data	No data
2023	$147,681	$115,037	$683,570	$32,644
2022	$405,168	$351,315	$646,103	$53,853
2021	$333,298	$310,555	$589,415	$22,743
2019	$226,976	$189,290	$561,536	$37,686