THE PHOENIX FAMILY HOUSING CORPORATION (EIN 680101133) - 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

1985

Legal Domicile

Principal Officer

KIMBER MYERS GIVNER

Phone

8165611033

Tax Period

2024-07-01 to 2025-06-30

THE PHOENIX FAMILY HOUSING CORPORATION, founded in 1985, is a community nonprofit in the Unknown sector that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

EMPOWER PEOPLE LIVING IN LOW-INCOME HOUSING TO GAIN STABILITY AND ACHIEVE SELF-SUFFICIENCY.

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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 $1,842,018

Program Service Revenue $2,323,966

Investment Income $28,275

Other Revenue $2,500

TOTAL REVENUE $4,196,759

Expense Breakdown

Grants Paid $57,189

Salaries & Benefits $3,081,722

Fundraising Expenses $239,605

Program Expenses $3,295,097

Other Expenses $971,924

TOTAL EXPENSES $4,110,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,196,759	$3,861,423	+0.1%
Expenses	$4,110,835	$3,778,022	+0.1%
Net Income	$85,924	$83,401	+0.0%

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

Volunteers

344

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

$293,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK GARRETT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERICA DOBREFF	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID HOUCHEN	TREASURER	0.50	Officer Director	$0	$0	$0
MATTHEW CONDON	DIRECTOR	0.50	Director	$0	$0	$0
MACKENZIE CONWAY	DIRECTOR	0.50	Director	$0	$0	$0
KAREN DANIEL	DIRECTOR (THRU 6/26/2025)	0.50	Director	$0	$0	$0
CAMERON GARRISON	DIRECTOR	0.50	Director	$0	$0	$0
GINA HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD KAHLE	DIRECTOR	0.50	Director	$0	$0	$0
LAMONICA MADDEN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MCDANIEL	DIRECTOR	0.50	Director	$0	$0	$0
BRYNN MORRIS	DIRECTOR	0.50	Director	$0	$0	$0
SARAH OSBORNE	DIRECTOR	0.50	Director	$0	$0	$0
MADELINE ROMIOUS	DIRECTOR	0.50	Director	$0	$0	$0
MARK SEELY	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS VOLINI	DIRECTOR	0.50	Director	$0	$0	$0
KIMBER MYERS GIVNER	PRESIDENT & CEO	40.00	Officer	$197,381	$37,329	$234,710
REBECCA HUNKINS	CONTROLLER (AS OF 6/10/2024)	40.00	Officer	$54,185	$4,311	$58,496
LAUREL GROH	DEVELOPMENT DIRECTOR	40.00	Highest	$105,629	$14,762	$120,391

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	$4,196,759	$4,110,835	$1,761,111	$85,924
2024	$3,861,423	$3,778,022	$1,740,947	$83,401
2023	$3,208,966	$3,611,677	$2,228,992	$-402,711
2022	$3,368,104	$3,154,591	$2,533,535	$213,513
2021	$3,076,477	$3,019,493	$1,831,195	$56,984
2020	$3,124,373	$2,961,249	$1,721,607	$163,124
2019	$3,028,074	$2,959,869	$1,425,661	$68,205
2018	$2,568,297	$2,796,446	$1,373,820	$-228,149

THE PHOENIX FAMILY HOUSING CORPORATION