PHI COMMUNITY FOUNDATION (EIN 510367729) - 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

2002

Legal Domicile

Principal Officer

KRISTIN MCEVOY

Phone

6673131351

Tax Period

2024-01-01 to 2024-12-31

PHI COMMUNITY FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $508K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $462K left a modest 9% surplus.

Mission

THE MISSION OF THIS FOUNDATION IS TO PROMOTE CHARITABLE ACTIVITIES THAT ADDRESS COMMUNITY ISSUES OF HEALTH, YOUTH DEVELOPMENT, EDUCATIONAL SUPPORT, AND FINANCES.

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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 $516,015

Program Service Revenue $0

Investment Income $167

Other Revenue $-8,270

TOTAL REVENUE $507,912

Expense Breakdown

Grants Paid $434,093

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $434,093

Other Expenses $27,583

TOTAL EXPENSES $461,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,912	$466,092	+0.1%
Expenses	$461,676	$474,031	0.0%
Net Income	$46,236	$-7,939	-6.8%

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	Role	Reportable Comp	Other Comp	Total
MARISA SLATEN	PRESIDENT	Officer Director	$0	$0	$0
PHIL VAVALA	VICE-PRESIDENT	Officer Director	$0	$0	$0
KRISTIN MCEVOY	INTERIM TREASURER	Officer Director	$0	$0	$0
CHARDIA AVERY	SECRETARY	Officer Director	$0	$0	$0
MORGAN O' DONNELL	TREASURER	Officer Director	$0	$0	$0
NICHOLE FERNANDES	BOARD MEMBER	Director	$0	$0	$0
MARCUS BEAL	BOARD MEMBER	Director	$0	$0	$0
VALENCIA MCCLURE	BOARD MEMBER	Director	$0	$0	$0
LAMONT AKINS	BOARD MEMBER	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	$507,912	$461,676	$213,186	$46,236
2023	$466,092	$474,031	$175,550	$-7,939
2022	$492,597	$569,982	$249,389	$-77,385
2021	$749,473	$870,039	$167,274	$-120,566
2020	$445,954	$208,436	$287,840	$237,518

PHI COMMUNITY FOUNDATION