NEW PHOEBE HOUSE (EIN 331023012) - 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

2002

Legal Domicile

Principal Officer

LISA TALBOTT

Phone

2533837710

Tax Period

2024-01-01 to 2024-12-31

NEW PHOEBE HOUSE, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $674K in total revenue in fiscal year 2024. Expenses of $642K left a modest 5% surplus.

Mission

THROUGH HOUSING, SERVICES, SUPPORT, AND TREATMENT, WE SERVE PIERCE COUNTY MOTHERS AND CHILDREN IMPACTED BY CHEMICAL DEPENDENCY, HOMELESSNESS, AND TRAUMA. WE HELP MOTHERS ACHIEVE AND MAINTAIN SAFE REUNIFICATION THROUGH CLEAN AND SOBER LIVING, HEALING, AND SELF-SUFFICIENCY.

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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 $621,740

Program Service Revenue $52,876

Investment Income $1,446

Other Revenue $-1,929

TOTAL REVENUE $674,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $468,939

Fundraising Expenses $5,435

Program Expenses $548,109

Other Expenses $172,760

TOTAL EXPENSES $641,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$674,133	$651,174	+0.0%
Expenses	$641,699	$684,797	-0.1%
Net Income	$32,434	$-33,623	-2.0%

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

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

$140,229

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BORTEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
LUCY RITCHIE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KARRIE BETTS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
COLE MOSES	TREASURER	1.00	Officer Director	$0	$0	$0
ANYA PHILLIPS	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS SARVELA	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA FITZER	DIRECTOR	1.00	Director	$0	$0	$0
ALLYSON THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
LISA TALBOTT	EXECUTIVE DIRECTOR	40.00	Officer	$132,000	$8,229	$140,229

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
2024	$674,133	$641,699	$785,817	$32,434
2023	$651,174	$684,797	$759,964	$-33,623
2022	$833,981	$806,983	$803,089	$26,998
2021	$961,980	$843,093	$792,728	$118,887
2020	$920,429	$1,020,734	$675,401	$-100,305
2019	$1,091,558	$911,200	$806,712	$180,358
2018	$887,803	$855,051	$630,788	$32,752

NEW PHOEBE HOUSE