PHOENIX FAMILY VENTURES 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

2005

Legal Domicile

Principal Officer

KIMBER MYERS GIVNER

Phone

8165614240

Tax Period

2024-07-01 to 2025-06-30

PHOENIX FAMILY VENTURES INC, founded in 2005, is a small nonprofit in the Housing & Shelter sector that reported $734K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Net assets of $6.9M represent 113 months of operating reserves.

Mission

TO PARTICIPATE IN THE ACQUISITION, DEVELOPMENT, MANAGEMENT AND OPERATION OF MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES THROUGH PARTNERSHIP INVESTMENT, FUNDING, SUPPORT, AND PROVISION OF MANAGEMENT SERVICES AND TO SUPPORT THE PHOENIX FAMILY HOUSING CORPORATION.

Program Service Accomplishments

Program 1

Expenses: $733,569 Revenue: $497,847

THE ORGANIZATION INVESTS IN, LENDS FUNDING, AND PROVIDES MANAGEMENT SUPPORT FOR THE DEVELOPMENT AND OPERATION OF RENTAL HOUSING AND PROVISION OF TENANT SERVICES FOR APPROXIMATELY 596 LOW-INCOME...

THE ORGANIZATION INVESTS IN, LENDS FUNDING, AND PROVIDES MANAGEMENT SUPPORT FOR THE DEVELOPMENT AND OPERATION OF RENTAL HOUSING AND PROVISION OF TENANT SERVICES FOR APPROXIMATELY 596 LOW-INCOME CERTIFIED HOUSEHOLDS. THE SUPPORTED PROGRAMS EMPOWER THE PEOPLE LIVING IN THOSE COMMUNITIES TO GAIN STABILITY AND ACHIEVE 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 $1,185

Program Service Revenue $497,847

Investment Income $234,945

Other Revenue $0

TOTAL REVENUE $733,977

Expense Breakdown

Grants Paid $530,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $733,569

Other Expenses $263,036

TOTAL EXPENSES $793,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$733,977	$822,059	-0.1%
Expenses	$793,036	$1,023,068	-0.2%
Net Income	$-59,059	$-201,009	-0.7%

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

N/A

Volunteers

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

$293,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK GARRETT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERICA DOBREFF	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID HOUCHEN	TREASURER	0.50	Officer Director	$0	$0	$0
MATTHEW CONDON	DIRECTOR	0.50	Director	$0	$0	$0
MACKENZIE CONWAY	DIRECTOR	0.50	Director	$0	$0	$0
KAREN DANIEL	DIRECTOR (THRU 6/26/2025)	0.50	Director	$0	$0	$0
CAMERON GARRISON	DIRECTOR	0.50	Director	$0	$0	$0
GINA HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD KAHLE	DIRECTOR	0.50	Director	$0	$0	$0
LAMONICA MADDEN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MCDANIEL	DIRECTOR	0.50	Director	$0	$0	$0
BRYNN MORRIS	DIRECTOR	0.50	Director	$0	$0	$0
SARAH OSBORNE	DIRECTOR	0.50	Director	$0	$0	$0
MADELINE ROMIOUS	DIRECTOR	0.50	Director	$0	$0	$0
MARK SEELY	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS VOLINI	DIRECTOR	0.50	Director	$0	$0	$0
KIMBER MYERS GIVNER	PRESIDENT & CEO	10.00	Officer	$0	$37,329	$234,710
REBECCA HUNKINS	CONTROLLER (AS OF 6/10/2024)	5.00	Officer	$0	$4,311	$58,496

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	$733,977	$793,036	$7,609,871	$-59,059
2024	$822,059	$1,023,068	$7,359,308	$-201,009
2023	$549,967	$490,334	$7,346,787	$59,633
2022	$628,697	$558,705	$7,212,783	$69,992
2021	$390,535	$291,264	$7,512,142	$99,271
2020	$373,082	$306,361	$7,204,328	$66,721
2019	$272,013	$287,610	$7,118,937	$-15,597
2018	$411,849	$248,630	$7,120,325	$163,219