PHOENIX ACADEMY (EIN 812964842) - 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

2017

Legal Domicile

Principal Officer

JAMES GAGNER

Phone

6512370656

Tax Period

2024-07-01 to 2025-06-30

PHOENIX ACADEMY, founded in 2017, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 12% surplus.

Mission

OFFER A CURRICULUM THAT IS MORE EXPERIENTIAL AND PERSONALLY APPEALING TO STUDENTS.

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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 $2,526,218

Program Service Revenue $43,745

Investment Income $11,026

Other Revenue $-325

TOTAL REVENUE $2,580,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,389,041

Fundraising Expenses $0

Program Expenses $1,821,091

Other Expenses $872,607

TOTAL EXPENSES $2,261,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,580,664	$2,106,761	+0.2%
Expenses	$2,261,648	$1,971,587	+0.1%
Net Income	$319,016	$135,174	+1.4%

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

$109,872

Total Directors

$108,951

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY LEVESSEUR	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MISSY CONSIDINE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY LINDQUIST	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
LYNETTE PEGO	MEMBER/TEACHER	41.00	Director	$37,864	$20,173	$58,037
JESSICA BEUNING	MEMBER/TEACHER	41.00	Director	$44,179	$6,735	$50,914
CRAIG WORTMAN	MEMBER	1.00	Director	$0	$0	$0
TARAN LEIGHT	MEMBER	1.00	Director	$0	$0	$0
JAMES GAGNER	EXECUTIVE DIRECTOR	40.00	Officer	$100,688	$9,184	$109,872

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	$2,580,664	$2,261,648	$1,493,561	$319,016
2024	$2,106,761	$1,971,587	$1,366,408	$135,174
2023	$1,956,463	$1,815,371	$1,676,961	$141,092
2022	$2,064,288	$1,780,571	$1,132,267	$283,717
2021	$1,537,261	$1,402,591	$907,286	$134,670
2020	$1,255,015	$1,106,362	$629,402	$148,653
2019	$1,207,228	$1,226,821	$282,568	$-19,593

PHOENIX ACADEMY