PHOENIX INSTITUTE INC (EIN 611066885) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Lea W Schultz

Phone

8594209330

Tax Period

2024-01-01 to 2024-12-31

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.

Mission

To bring to the public teachings 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,499

Program Service Revenue $3,500

Investment Income $31,704

Other Revenue $0

TOTAL REVENUE $81,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $157

Program Expenses $84,345

Other Expenses $84,794

TOTAL EXPENSES $84,794

Year-over-Year Comparison

	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%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	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

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	$81,703	$84,794	$541,556	$-3,091
2023	$500,069	$51,216	$544,648	$448,853

PHOENIX INSTITUTE INC