PHEASANT HEAVEN CHARITIES INC (EIN 753223777) - 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

2006

Legal Domicile

Principal Officer

CLAYTON GERROND

Phone

6205444388

Tax Period

2023-01-01 to 2023-12-31

PHEASANT HEAVEN CHARITIES INC, founded in 2006, is a small nonprofit in the Education sector that reported $417K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $1.0M represent 30 months of operating reserves.

Mission

THE CORPORATION'S MISSION IS TO PROMOTE CHARITY THROUGH THE POWER OF COMMUNITY. THE CORPORATION RAISES FUNDS THROUGH VARIOUS ACTIVITIES. THE FUNDS ARE USED TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION AS WELL AS VARIOUS CHARITABLE AND BENEVOLENT CAUSES THAT OCCUR WITHIN THE LOCAL COMMUNITY AND SURROUNDING TOWNS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $327,497

Program Service Revenue $0

Investment Income $13,361

Other Revenue $76,544

TOTAL REVENUE $417,402

Expense Breakdown

Grants Paid $267,232

Salaries & Benefits $0

Fundraising Expenses $38,960

Program Expenses $267,232

Other Expenses $144,696

TOTAL EXPENSES $411,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$417,402	$382,722	+0.1%
Expenses	$411,928	$344,903	+0.2%
Net Income	$5,474	$37,819	-0.9%

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

208

Independent Members

208

Employees

N/A

Volunteers

250

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
GREG STOPPEL	PRESIDENT	3.00	Officer Director	$0	$0	$0
MATT ROME	TREASURER	6.00	Officer Director	$0	$0	$0
NATHAN FOREMAN	DIRECTOR	3.00	Director	$0	$0	$0
BEN MCCLURE	DIRECTOR	3.00	Director	$0	$0	$0
DAMON SIMMONS	DIRECTOR	3.00	Director	$0	$0	$0
DUSTIN JOHNSON	SECRETARY	3.00	Director	$0	$0	$0
ADAM GERROND	DIRECTOR	3.00	Director	$0	$0	$0
JEREMY ELLSAESSER	VICE PRESIDENT	3.00	Director	$0	$0	$0
SCOTT SCHECHTER	DIRECTOR	3.00	Director	$0	$0	$0
CHRIS HARPER	DIRECTOR	3.00	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
2024	No data	No data	No data	No data
2023	$417,402	$411,928	$1,033,406	$5,474
2022	$382,722	$344,903	$1,065,885	$37,819
2021	$484,665	$325,543	$999,051	$159,122
2020	$272,675	$178,873	$800,790	$93,802
2019	$357,832	$303,773	$737,047	$54,059
2018	$422,169	$304,346	$669,607	$117,823

PHEASANT HEAVEN CHARITIES INC