Lexington, KY
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)PHOENIX INSTITUTE INC, founded in 1985, is a micro nonprofit in the Mental Health sector that reported $82K in total revenue in fiscal year 2024. Revenue fell 84% from the prior year — a significant decline worth monitoring. Net assets of $542K represent 80 months of operating reserves.
To bring to the public the channeled teachings of the entity Samuel regarding personal empowerment, leadership, and personal responsibility through lectures, discussions, a website, and a quarterly newsletter, and to provide a supportive and loving community to nurture the spiritual growth of any who wish to participate.
Provided monthly lectures by guest speaker and quarterly leadership training meetings for the volunteer leaders of the organization.
Maintained a library of source material aligned with mission. Much of this source material has been maintained on magnetic audio tapes some of which were close to 40 years old and were beginning to...
Maintained a library of source material aligned with mission. Much of this source material has been maintained on magnetic audio tapes some of which were close to 40 years old and were beginning to deteriorate. Therefore, with the approval of the copyright owner, the organization digitized this material to ensure the continued existence and availability of this material in its library. , $10,689 was spent digitizing these recordings.
Provided financial assistance for attendees of online events to defray admission fees.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $81,703 | $500,069 | -0.8% |
| Expenses | $84,794 | $36,209 | +1.3% |
| Net Income | $-3,091 | $463,860 | -1.0% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Lea Schultz | President | 3 |
Officer
Director
|
$0 | $0 | $0 |
| Frank Schultz | Vice President and Secretary | 1 |
Officer
Director
|
$0 | $0 | $0 |
| Paula Thomson | Director | 5 |
Director
|
$0 | $0 | $0 |
| Steven Smith | Director | 5 |
Director
|
$0 | $0 | $0 |
| LakshmiSriraman | Director | 1 |
Director
|
$0 | $0 | $0 |
| David Thomson | Treasurer | 5 |
Officer
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $81,703 | $84,794 | $541,556 | $-3,091 |
| 2023 | $500,069 | $51,216 | $544,648 | $448,853 |
Compare PHOENIX INSTITUTE INC with other nonprofits in Kentucky and across the country.