PHOENIX PRODUCTIONS INC (EIN 521569717) - 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

1986

Legal Domicile

Principal Officer

ADAM PHILIPSON

Phone

7322248778

Tax Period

2021-07-01 to 2022-06-30

PHOENIX PRODUCTIONS INC, founded in 1986, is a small nonprofit that reported $817K in total revenue in fiscal year 2021. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $411K, a strong 50% operating margin.

Mission

COMMUNITY THEATRE ORGANIZATION COMMITTED TO A WELL-DEFINED MISSION: TO PROVIDE QUALITY THEATRICAL EXPERIENCES TO OUR CONSTITUENTS ON BOTH SIDES OF THE FOOTLIGHTS.

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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 $570,440

Program Service Revenue $181,988

Investment Income $0

Other Revenue $64,500

TOTAL REVENUE $816,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,857

Fundraising Expenses $3,644

Program Expenses $314,130

Other Expenses $368,524

TOTAL EXPENSES $406,381

Year-over-Year Comparison

	2021	2020	Change
Revenue	$816,928	$295,256	+1.8%
Expenses	$406,381	$211,877	+0.9%
Net Income	$410,547	$83,379	+3.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTINE COLEMAN	Trustee	0.5	Director	$0	$0	$0
JERRY CONATY	treasurer	0.5	Officer Director	$0	$0	$0
SOVONNA DAY-GOINS	CO-CHAIRPERSON	0.5	Officer Director	$0	$0	$0
JON D'AGOSTINO	Trustee	0.5	Director	$0	$0	$0
MARC GOLDBERG	Trustee	0.5	Director	$0	$0	$0
FRAN KATZ	secretary	0.5	Officer Director	$0	$0	$0
BRIAN LA RUE	VICE CHAIRMAN	0.5	Officer Director	$0	$0	$0
JAMES MARHOLD	Trustee	0.5	Director	$0	$0	$0
TOM MARTINI	Trustee	0.5	Director	$0	$0	$0
MARK REGAN JR	Trustee	0.5	Director	$0	$0	$0
JOE WAJDA	CO-CHAIRPERSON	0.5	Officer Director	$0	$0	$0
ANDREA ZAWADZKY	Trustee	0.5	Director	$0	$0	$0
ADAM PHILIPSON	CHIEF EXECUTIVE OFFICER	1.0	Officer	$0	$0	$0
JAMES GRAUSAM	Artistic Director	1.0	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
2022	$816,928	$406,381	$2,250,475	$410,547
2020	$415,036	$404,642	$2,154,632	$10,394
2019	$771,470	$875,993	$2,054,266	$-104,523
2018	$827,728	$778,041	$2,155,353	$49,687

PHOENIX PRODUCTIONS INC