PHOENIX INSTITUTE INC

EIN: 352010025 501(c)(3)

FORT WAYNE, IN

Total Revenue
$717,563
Total Expenses
$1,194,779
Total Assets
N/A
Net Assets
N/A
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
IN
Principal Officer
SUE PUFF
Phone
2607397904
Tax Period
2020-01-01 to 2020-09-30

PHOENIX INSTITUTE INC, founded in 1996, is a small nonprofit that reported $718K in total revenue in fiscal year 2020. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 67% operating deficit.

Mission

TO PROVIDE FOSTER CARE SERVICE

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $42
Program Service Revenue $718,409
Investment Income $-1,332
Other Revenue $444
TOTAL REVENUE $717,563

Expense Breakdown

Grants Paid $0
Salaries & Benefits $643,648
Fundraising Expenses $0
Program Expenses $674,882
Other Expenses $551,131
TOTAL EXPENSES $1,194,779

Year-over-Year Comparison

2020 2019 Change
Revenue $717,563 $1,584,410 -0.5%
Expenses $1,194,779 $1,663,523 -0.3%
Net Income $-477,216 $-79,113 +5.0%
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

Sign In

Governance

Voting Members
4
Independent Members
4
Employees
11
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
0
$0
Total Directors
4
$0
Key Employees
2
$410,007
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUE PUFF EXECUTIVE DI 40.00
Key Emp
$257,622 $0 $257,622
JERRY COX DIR. OF OPER 40.00
Key Emp
$152,385 $0 $152,385
JJ FOSTER DIRECTOR N/A
Director
$0 $0 $0
RHEA GLIDEWELL SECRETARY N/A
Director
$0 $0 $0
RICK GREARY PRESIDENT N/A
Director
$0 $0 $0
TODD HUNNICUTT DIRECTOR N/A
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
2020 $717,563 $1,194,779 No data $-477,216
2019 $1,584,410 $1,663,523 $488,747 $-79,113
2018 $1,919,394 $1,865,166 $568,719 $54,228
Explore More Nonprofits
→Top 100 Nonprofits in Indiana →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare PHOENIX INSTITUTE INC with other nonprofits in Indiana and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.