THE PHOENIX SCHOOL (EIN 581378276) - 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

1979

Legal Domicile

Phone

4046879010

Tax Period

2024-08-01 to 2025-07-31

THE PHOENIX SCHOOL, founded in 1979, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 11% surplus.

Mission

THE PHOENIX SCHOOL IS AN INCLUSIVE COMMUNITY OF FAMILIES AND EDUCATORS DEDICATED TO FOSTERING THE WELL-BEING AND DEVELOPMENT OF THE WHOLE CHILD IN A WARM AND NURTURING ENVIRONMENT.

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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 $97,991

Program Service Revenue $1,316,920

Investment Income $19,853

Other Revenue $1,500

TOTAL REVENUE $1,436,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $852,855

Fundraising Expenses $0

Program Expenses $1,148,058

Other Expenses $429,781

TOTAL EXPENSES $1,282,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,436,264	$1,236,691	+0.2%
Expenses	$1,282,636	$1,311,362	0.0%
Net Income	$153,628	$-74,671	-3.1%

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

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

$104,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBIE DENT	Executive Dir.	40.00	Officer	$89,997	$14,919	$104,916
DIANE PROHASKA	BOARD MEMBER	1.00	Director	$0	$0	$0
ARIN SWERLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX MCDONOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
SASHA LOWNDES	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH THOMPSON	Secretary	1.00	Officer Director	$0	$0	$0
ROBERT KOPPENHAVER	Treasurer	1.00	Officer Director	$0	$0	$0
BROOKE HUNTLEY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
ASHLEY NEILL	President	1.00	Officer 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
2025	$1,436,264	$1,282,636	$402,796	$153,628
2024	$1,236,691	$1,311,362	$252,199	$-74,671
2023	$1,198,383	$1,267,924	$311,778	$-69,541
2022	$1,166,636	$1,065,821	$373,139	$100,815
2021	$848,878	$791,234	$398,140	$57,644
2020	$719,254	$890,849	$362,662	$-171,595

THE PHOENIX SCHOOL