NATCHEZ KREWE OF PHOENIX INC (EIN 640803230) - 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

1983

Legal Domicile

Principal Officer

LISA WHITTINGTON

Phone

6014427411

Tax Period

2019-07-01 to 2020-06-30

Mission

FOR PLEASURE AND RECREATION OF MEMBERS

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2019	2018	Change
Revenue	N/A	$90,163	-1.0%
Expenses	N/A	$76,162	-1.0%
Net Income	N/A	$14,001	N/A

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

N/A

Volunteers

N/A

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
LISA WHITTINGTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHERYL RINEHART	EXECUTIVE VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PAM WOOD	SECRETARY	5.00	Officer Director	$0	$0	$0
HARRY C HAMMOND IV	TREASURER	5.00	Officer Director	$0	$0	$0
LISA DALE MAYERS	BOARD MEMBER	5.00	Director	$0	$0	$0
CURTIS MARONEY	BOARD MEMBER	5.00	Director	$0	$0	$0
KRISTIN JORDAN	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNIFER SMITH	BOARD MEMBER	5.00	Director	$0	$0	$0
SUE STEDMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
DONNA SESSIONS	BOARD MEMBER	5.00	Director	$0	$0	$0
SHANNA POLLARD	BOARD MEMBER	5.00	Director	$0	$0	$0
PETE CANTU	BOARD MEMBER	5.00	Director	$0	$0	$0
MELISSA VAUGHAN	BOARD MEMBER	5.00	Director	$0	$0	$0
ANDREA BRADFORD	BOARD MEMBER	5.00	Director	$0	$0	$0
JORDAN FARMER	BOARD MEMBER	5.00	Director	$0	$0	$0
STUART HEFLIN	BOARD MEMBER	5.00	Director	$0	$0	$0
KIM FALKENHEINER	BOARD MEMBER	5.00	Director	$0	$0	$0
MARY KAY DOHERTY	BOARD MEMBER	5.00	Director	$0	$0	$0
DALLAS MORRIS	BOARD MEMBER	5.00	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
2020	No data	No data	$123,121	No data
2019	$90,163	$76,162	$123,121	$14,001

NATCHEZ KREWE OF PHOENIX INC