PHOENIX MANOR INC (EIN 650119646) - 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

1988

Legal Domicile

Principal Officer

MANUEL FERNANDEZ

Phone

3053986100

Tax Period

2024-07-01 to 2025-06-30

PHOENIX MANOR INC, founded in 1988, is a small nonprofit that reported $198K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $460K represent 28 months of operating reserves.

Mission

PROVIDE HOUSING FOR LOW INCOME BEHAVIORAL HEALTH CLIENTS.

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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 $0

Program Service Revenue $197,158

Investment Income $363

Other Revenue $0

TOTAL REVENUE $197,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,921

Other Expenses $200,381

TOTAL EXPENSES $200,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,521	$173,116	+0.1%
Expenses	$200,381	$262,138	-0.2%
Net Income	$-2,860	$-89,022	-1.0%

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

$730,774

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PIERRE RUTLEDGE	CHAIRMAN	0.50	Director	$0	$0	$0
LOURDES REYES ABADIN	BOARD MEMBER	0.50	Director	$0	$0	$0
JORGE A FERNANDEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBIN BROOKS	CHIEF FINANCIAL OFFICER	3.00	Officer	$0	$3,863	$322,424
MANUEL FERNANDEZ	CHIEF EXECUTIVE OFFICER	3.00	Officer	$0	$893	$408,350
VINCENT CARRODEGUAS	FORMER CHIEF EXECUTIVE OFF	3.00		$0	$5,593	$184,076
MARK GUTHRIE	FORMER CHIEF FINANCIAL OFF	3.00		$0	$415	$129,693

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	$197,521	$200,381	$835,348	$-2,860
2024	$173,116	$262,138	$713,248	$-89,022
2023	$152,343	$250,194	$702,703	$-97,851
2022	$153,619	$230,601	$762,653	$-76,982
2021	$153,683	$199,339	$776,843	$-45,656
2020	$154,053	$196,590	$807,250	$-42,537
2019	$153,473	$173,165	$870,669	$-19,692
2018	$158,511	$169,407	$867,193	$-10,896

PHOENIX MANOR INC