PHOENIX LEARNING ACADEMY

EIN: 455461180 501(c)(3) Education

PENSACOLA, FL

Total Revenue
$341,934
Total Expenses
$347,385
Total Assets
$157,477
Net Assets
$148,477
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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
2012
Legal Domicile
FL
Principal Officer
JEANIE LUNDY
Phone
8503327437
Tax Period
2024-01-01 to 2024-12-31

PHOENIX LEARNING ACADEMY, founded in 2012, is a small nonprofit in the Education sector that reported $342K in total revenue in fiscal year 2024.

Mission

To develop high quality academic skills, respectable behaviors, and positive attitudes in all students. We strive to increase the students comprehension and mastery of cor academic, communication and social skills. We maintain high academic expectations and build self-esteem in our

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,813
Program Service Revenue $338,121
Investment Income $0
Other Revenue $0
TOTAL REVENUE $341,934

Expense Breakdown

Grants Paid $0
Salaries & Benefits $238,162
Fundraising Expenses $0
Program Expenses $211,763
Other Expenses $109,223
TOTAL EXPENSES $347,385

Year-over-Year Comparison

2024 2023 Change
Revenue $341,934 $317,560 +0.1%
Expenses $347,385 $394,508 -0.1%
Net Income $-5,451 $-76,948 -0.9%
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

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Governance

Voting Members
2
Independent Members
2
Employees
13
Volunteers
1

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
2
$23,181
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEANIE LUNDY DIRECTOR 40.00
Officer
$23,181 $0 $23,181
DAYNA BEDDICK DIRECTOR 0.00
Officer
$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 $341,934 $347,385 $157,477 $-5,451
2023 $317,560 $394,508 $188,199 $-76,948
2022 $297,980 $286,091 $230,974 $11,889
2021 $323,737 $292,696 $219,085 $31,041
2020 $373,142 $300,457 $121,011 $72,685
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