THE RISING PHOENIX (EIN 411855407) - 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

1996

Legal Domicile

Phone

2186312113

Tax Period

2024-01-01 to 2024-12-31

THE RISING PHOENIX, founded in 1996, is a small nonprofit in the Human Services sector that reported $780K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $157K, a strong 20% operating margin.

Mission

INSTRUCT/TRAIN/DEVELOP SKILLS FOR PERSONS WITH MENTAL AND PHYSICAL DISABILITIES.

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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 $259,860

Program Service Revenue $516,023

Investment Income $4,400

Other Revenue $0

TOTAL REVENUE $780,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $496,816

Fundraising Expenses $10,102

Program Expenses $478,664

Other Expenses $126,021

TOTAL EXPENSES $622,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$780,283	$707,678	+0.1%
Expenses	$622,837	$657,848	-0.1%
Net Income	$157,446	$49,830	+2.2%

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

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

$66,122

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA KLIMEK	EXECUTIVE DIRECTOR	40.00	Officer	$66,122	$0	$66,122
KENT SCHMIDT	PRESIDENT	2.00	Officer Director	$0	$0	$0
RANDY JAHNKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMIE ADAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLAN LYNK	BOARD MEMBER	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
2024	$780,283	$622,837	$631,130	$157,446
2023	$707,678	$657,848	$453,829	$49,830
2022	$616,461	$600,402	$408,128	$16,059
2021	$707,289	$521,822	$440,682	$185,467
2020	$529,006	$497,585	$278,527	$31,421
2019	$795,074	$760,754	$278,204	$34,320
2018	$822,037	$833,543	$271,895	$-11,506

THE RISING PHOENIX