PHOENIX CASTLE LLC C/O JP MORGAN INVESTMENT MANAGEMENT INC

EIN: 753262882

NEW YORK, NY

Total Revenue
$-1,492
Total Expenses
$539
Total Assets
N/A
Net Assets
N/A
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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
2007
Principal Officer
NATALY VALITS
Phone
8778295500
Tax Period
2021-01-01 to 2021-06-15

PHOENIX CASTLE LLC C/O JP MORGAN INVESTMENT MANAGEMENT INC, founded in 2007, is a micro nonprofit that reported $1K in total revenue in fiscal year 2021.

Mission

SEE STATEMENT 1

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $-1,492
TOTAL REVENUE $-1,492

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $539
TOTAL EXPENSES $539

Year-over-Year Comparison

2021 2020 Change
Revenue $-1,492 $-11,291 -0.9%
Expenses $539 $322,879 -1.0%
Net Income $-2,031 $-334,170 -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

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Governance

Voting Members
5
Independent Members
5
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NONE NONE 0.0
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
2021 $-1,492 $539 No data $-2,031
2020 $-11,291 $322,879 $83,586 $-334,170
2019 $3,622,876 $2,691,540 $47,642,551 $931,336
2018 $3,521,434 $2,578,839 $46,722,695 $942,595
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