Phoenix Benefit Inc (EIN 621855716) - 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

2001

Legal Domicile

Phone

6153903032

Tax Period

2023-01-01 to 2023-12-31

Phoenix Benefit Inc, founded in 2001, is a small nonprofit in the Youth Development sector that reported $296K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 18% operating margin.

Mission

To benefit underserved youth in Middle Tennessee and develop members into leaders in their community and in business.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $142,241

Program Service Revenue $201,890

Investment Income $693

Other Revenue $-48,631

TOTAL REVENUE $296,193

Expense Breakdown

Grants Paid $184,720

Salaries & Benefits $0

Fundraising Expenses $1,775

Program Expenses $184,720

Other Expenses $59,360

TOTAL EXPENSES $244,080

Year-over-Year Comparison

	2023	2022	Change
Revenue	$296,193	$224,211	+0.3%
Expenses	$244,080	$137,059	+0.8%
Net Income	$52,113	$87,152	-0.4%

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

120

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
John Boots	Director	2.00	Director	$0	$0	$0
Brian Nock	Director	2.00	Director	$0	$0	$0
Daniel Ryan	Director	2.00	Director	$0	$0	$0
Cory Cain	President	5.00	Officer Director	$0	$0	$0
Pat O'Brien	Director	2.00	Director	$0	$0	$0
Ben Khouri	Director	2.00	Director	$0	$0	$0
Patrick Fears	Director	2.00	Director	$0	$0	$0
Rohit Padmanabhan	Vice President	2.00	Officer Director	$0	$0	$0
William Crenshaw	Director	2.00	Director	$0	$0	$0
Michael Grenaway	Director	2.00	Director	$0	$0	$0
Brandon Haskins	Secretary	5.00	Officer Director	$0	$0	$0
Andrew Mitchell	Treasurer	5.00	Officer Director	$0	$0	$0
Evan Kramer	Director	2.00	Director	$0	$0	$0
Tim Sears	Director	2.00	Director	$0	$0	$0
Whit Murray	Director	2.00	Director	$0	$0	$0
Jack Hudson	Director	2.00	Director	$0	$0	$0
Jovica Djurdjevic	Director	2.00	Director	$0	$0	$0
Andrew Schaffer	Director	2.00	Director	$0	$0	$0
Brandon Ernstes	Director	2.00	Director	$0	$0	$0
Larry Kloess	Director	2.00	Director	$0	$0	$0
Chris Brophy	Director	2.00	Director	$0	$0	$0
Josh Scales	Director	2.00	Director	$0	$0	$0
Greg Skloot	Director	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$296,193	$244,080	$216,838	$52,113
2022	$224,211	$137,059	$164,725	$87,152
2021	$167,191	$181,162	$77,573	$-13,971
2020	$174,642	$162,330	$112,759	$12,312
2019	$164,444	$147,643	$137,083	$16,801
2018	$152,355	$165,862	$79,398	$-13,507

Phoenix Benefit Inc