PHOENIX CLUB INC (EIN 361625691) - 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

1893

Legal Domicile

Phone

6308961411

Tax Period

2023-01-01 to 2023-12-31

PHOENIX CLUB INC, founded in 1893, is a small nonprofit that reported $446K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $433K left a modest 3% surplus.

Mission

MEMBERS ONLY SOCIAL CLUB

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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 (2023)

Revenue Breakdown

Contributions & Grants $62,390

Program Service Revenue $0

Investment Income $29

Other Revenue $383,688

TOTAL REVENUE $446,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,946

Fundraising Expenses $0

Program Expenses $0

Other Expenses $186,756

TOTAL EXPENSES $432,702

Year-over-Year Comparison

	2023	2022	Change
Revenue	$446,107	$348,429	+0.3%
Expenses	$432,702	$407,223	+0.1%
Net Income	$13,405	$-58,794	-1.2%

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

N/A

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

$12,300

Total Directors

Key Employees

$65,569

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH CHANDLER	RECORDING SECRETARY	10.00	Officer	$3,600	$0	$3,600
JON WULLBRANDT	FINANCIAL SECRETARY	10.00	Officer	$8,700	$0	$8,700
JULIE OWEN	CLUB MANAGER	40.00	Key Emp	$65,569	$0	$65,569
PHILLIP BERGERON	DIRECTOR	3.00	Director	$0	$0	$0
RANDALL KORSTICK	DIRECTOR	3.00	Director	$0	$0	$0
DIANE RUDOW	DIRECTOR	3.00	Director	$0	$0	$0
D J DOBBS	DIRECTOR	3.00	Director	$0	$0	$0
TIMOTHY WHITE	PRESIDENT	10.00	Officer	$0	$0	$0
CRAIG BONIFAS	VICE PRESIDENT	10.00	Officer	$0	$0	$0
MARGIE CLEMEN	BOARD CHAIR	3.00	Director	$0	$0	$0
DON CLEMEN	DIRECTOR3	3.00	Director	$0	$0	$0
ROD HANSONB	DIRECTOR	3.00	Director	$0	$0	$0
DENNIS HOVEY	DIRECTOR	3.00	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
2024	No data	No data	No data	No data
2023	$446,107	$432,702	$768,605	$13,405
2022	$348,429	$407,223	$754,998	$-58,794
2021	$356,703	$293,334	$813,883	$63,369
2020	$231,650	$262,403	$752,664	$-30,753

PHOENIX CLUB INC