PHOENIX HOUSING INC (EIN 363699669) - 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

1995

Legal Domicile

Principal Officer

DONALD HAUGEN

Phone

7012389416

Tax Period

2021-01-01 to 2021-12-31

PHOENIX HOUSING INC, founded in 1995, is a micro nonprofit in the Housing & Shelter sector that reported $85K in total revenue in fiscal year 2021. Revenue fell 124% from the prior year — a significant decline worth monitoring.

Mission

DEVELOPMENT AND OPERATION OF LOW-INCOME HOUSING FACILITIES

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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 (2021)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $299,289

Investment Income $-449,911

Other Revenue $59,585

TOTAL REVENUE $-85,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,250

Fundraising Expenses $0

Program Expenses $302,952

Other Expenses $309,715

TOTAL EXPENSES $314,965

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-85,037	$356,677	-1.2%
Expenses	$314,965	$421,057	-0.3%
Net Income	$-400,002	$-64,380	+5.2%

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

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

$3,500

Total Directors

$5,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD HAUGEN	PRESIDENT	1.00	Officer Director	$1,750	$0	$1,750
CHARLES HELMSTETTER	DIRECTOR	1.00	Director	$1,750	$0	$1,750
LARRY ORNBERG	SECRETARY	1.00	Officer Director	$1,750	$0	$1,750

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
2021	$-85,037	$314,965	$119,251	$-400,002
2020	$356,677	$421,057	$2,483,755	$-64,380
2019	$400,085	$420,388	$2,605,624	$-20,303
2018	$372,221	$425,414	$2,688,589	$-53,193

PHOENIX HOUSING INC