PHOENIX CHARTER ACADEMY (EIN 821965839) - 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

DR PATRICIA DOUGHERTY

Phone

5302229275

Tax Period

2024-07-01 to 2025-06-30

PHOENIX CHARTER ACADEMY, founded in 2017, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024.

Mission

TO SERVE STUDENTS THROUGH PERSONALIZED LEARNING AND TO SUPPORT PARENTAL CHOICE IN EDUCATION.

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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 $4,653,728

Program Service Revenue $5,510

Investment Income $26,512

Other Revenue $28,986

TOTAL REVENUE $4,714,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,451,635

Fundraising Expenses $0

Program Expenses $3,516,512

Other Expenses $2,380,982

TOTAL EXPENSES $4,832,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,714,736	$4,876,434	0.0%
Expenses	$4,832,617	$4,920,872	0.0%
Net Income	$-117,881	$-44,438	+1.7%

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

$199,697

Total Directors

$199,697

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PATRICIA DOUGHERTY	EXECUTIVE DIRECTOR	40.00	Officer Director	$197,777	$1,920	$199,697
PATRICK KEENER	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROD MENEZES	SECRETARY	3.00	Officer Director	$0	$0	$0
KYLE KNICKERBOCKER	DIRECTOR	3.00	Director	$0	$0	$0
HEATHER ARMSTRONG	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN BLAKE	DIRECTOR	3.00	Director	$0	$0	$0
KIMBERLY A COUGHREN	TEACHER, LIBRARY, ADMIN ASST	40.00	Highest	$127,435	$8,095	$135,530
PATRICIA L KELLY	SPED SUPPORT ADMIN ASST	40.00	Highest	$109,834	$8,755	$118,589
JEANNA M PARKS	TEACHER OF RECORD	40.00	Highest	$116,371	$11,535	$127,906

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	$4,714,736	$4,832,617	$3,534,134	$-117,881
2024	$4,876,434	$4,920,872	$3,493,094	$-44,438
2023	$3,678,690	$5,055,227	$4,547,481	$-1,376,537
2022	$4,721,897	$3,951,349	$3,425,923	$770,548
2021	$4,534,789	$3,733,313	$2,046,852	$801,476
2020	$3,846,086	$3,701,991	$1,456,903	$144,095
2019	$3,546,802	$3,414,382	$1,158,263	$132,420

PHOENIX CHARTER ACADEMY