PHOENIX PROGRAMS OF FLORIDA INC (EIN 593172948) - 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

1990

Legal Domicile

Principal Officer

MARIA ALVAREZ

Phone

8138811000

Tax Period

2024-07-01 to 2025-06-30

PHOENIX PROGRAMS OF FLORIDA INC, founded in 1990, is a mid-sized nonprofit in the Mental Health sector that reported $11.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

WE ARE PASSIONATE ABOUT HEALING INDIVIDUALS, FAMILIES AND COMMUNITIES CHALLENGED BY SUBSTANCE USE DISORDERS AND RELATED MENTAL HEALTH CONDITIONS.

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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 $2,991,356

Program Service Revenue $8,374,759

Investment Income $87,247

Other Revenue $-95,629

TOTAL REVENUE $11,357,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,493,327

Fundraising Expenses $104,048

Program Expenses $10,038,322

Other Expenses $5,431,213

TOTAL EXPENSES $11,924,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,357,733	$12,919,980	-0.1%
Expenses	$11,924,540	$11,881,139	+0.0%
Net Income	$-566,807	$1,038,841	-1.5%

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

182

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

$373,133

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA MURMAN	CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN E ROVNER	TREASURER	1.00	Officer Director	$0	$0	$0
JULIANNE HOLT	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL OWEN	DIRECTOR	1.00	Director	$0	$0	$0
JILL COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
HERB GOETSCHIUS	DIRECTOR	1.00	Director	$0	$0	$0
JAY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
DREW ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
MARK URBANSKI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANIE COLE	DIRECTOR	1.00	Director	$0	$0	$0
BEN HELDFOND THROUGH 102024	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARIA ALVAREZ	PRESIDENT AND CEO	45.00	Officer	$256,529	$2,886	$259,415
FRANK LAVERDE	CFO	40.00	Officer	$107,051	$6,667	$113,718
SAMANTHA LATIMER	SR. RISK, COMPLIANCE & QUALITY MANAGER	40.00	Highest	$110,838	$7,955	$118,793
RICHARD GUSHWA	PSYCHIATRIST	20.00	Highest	$261,862	$0	$261,862

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	$11,357,733	$11,924,540	$8,670,335	$-566,807
2024	$12,919,980	$11,881,139	$9,907,871	$1,038,841
2023	$10,966,662	$9,409,886	$8,458,739	$1,556,776
2022	$8,979,072	$8,306,076	$6,393,670	$672,996
2021	$8,446,465	$7,708,428	$5,489,109	$738,037
2020	$8,008,091	$8,564,488	$5,730,659	$-556,397
2019	$7,935,483	$7,868,286	$5,399,490	$67,197
2019	$7,935,483	$7,868,286	$5,399,490	$67,197

PHOENIX PROGRAMS OF FLORIDA INC