PHOENIX Rising Transitions (EIN 770617778) - 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

2007

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

PHOENIX Rising Transitions, founded in 2007, is a small nonprofit in the Crime & Legal sector that reported $310K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $140K, a strong 45% operating margin.

Mission

PHOENIX Rising Transitons is a grassroots community-based organization that provides transitional support including education, mentoring and community building with special concern for releasing convicts, ex-convicts and their families, crime victims, and the community at large.

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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 (2022)

Revenue Breakdown

Contributions & Grants $309,316

Program Service Revenue $0

Investment Income $482

Other Revenue $0

TOTAL REVENUE $309,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,495

Fundraising Expenses $0

Program Expenses $134,345

Other Expenses $64,162

TOTAL EXPENSES $169,657

Year-over-Year Comparison

	2022	2021	Change
Revenue	$309,798	$356,384	-0.1%
Expenses	$169,657	$122,583	+0.4%
Net Income	$140,141	$233,801	-0.4%

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

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

$55,274

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen K Meurer	Executive Director	40.00	Key Emp	$55,274	$0	$55,274
Jeff Gosda	Board Member	2.00	Director	$0	$0	$0
David Kreisman	President	2.00	Officer Director	$0	$0	$0
Sherry Archer	Treasurer	2.00	Officer Director	$0	$0	$0
Brad Vollmer	Secretary	2.00	Officer 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
2023	$309,798	$169,657	$378,703	$140,141
2022	$356,384	$122,583	$243,429	$233,801

PHOENIX Rising Transitions