CASA DELLA FENICE INC (EIN 352671560) - 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

2019

Legal Domicile

Principal Officer

JAN RUSSEL

Phone

3016169450

Tax Period

2022-07-01 to 2023-06-30

CASA DELLA FENICE INC, founded in 2019, is a small nonprofit in the Mental Health sector that reported $294K in total revenue in fiscal year 2022. The organization ran a surplus of $287K, a strong 98% operating margin.

Mission

AS A 12-MONTH, LEVEL 2 RESIDENTIAL RECOVERY PROGRAM, REFLECTION HOUSE PROVIDES ADDICTION COUNSELING SERVICES, AND LINKAGES TO HEALTH AND BEHAVIORAL HEALTH SERVICES TO WOMEN WITH SUBSTANCE USE DISORDER IN WESTERN MARYLAND. USING A SOCIAL ENTERPRISE MODEL, RESIDENTS RECEIVE TRAINING IN LIFE AND RELATIONSHIP SKILLS, JOB SKILLS AND REAL-WORLD COPING SKILLS TO SUPPORT THEIR SUSTAINED RECOVERY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $251,867

Program Service Revenue $0

Investment Income $0

Other Revenue $42,002

TOTAL REVENUE $293,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,862

Other Expenses $6,902

TOTAL EXPENSES $6,902

Year-over-Year Comparison

	2022	2021	Change
Revenue	$293,869	N/A	N/A
Expenses	$6,902	N/A	N/A
Net Income	$286,967	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH BEITZEL	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE BELL	DIRECTOR	1.00	Director	$0	$0	$0
TOM DABNEY	PRESIDENT	10.00	Officer Director	$0	$0	$0
BARB FRIEND	DIRECTOR	1.00	Director	$0	$0	$0
SADIE LILLER	DIRECTOR	1.00	Director	$0	$0	$0
SUZETTE MERRICK	DIRECTOR	1.00	Director	$0	$0	$0
JAN RUSSELL	TREASURER	5.00	Officer Director	$0	$0	$0
VICKI THAYER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE TUMBARELLO	DIRECTOR	1.00	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
2023	$293,869	$6,902	$286,967	$286,967

CASA DELLA FENICE INC