PHOENIX INTERNATIONAL ACADEMY (EIN 822684131) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

IVETTE MARQUEZ

Phone

6023578404

Tax Period

2022-07-01 to 2023-06-30

PHOENIX INTERNATIONAL ACADEMY, founded in 2017, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2022. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $701K, a strong 23% operating margin.

Mission

THE MISSION OF PHOENIX INTERNATIONAL ACADEMY IS TO PROVIDE A RIGOROUS ACADEMIC ENVIRONMENT WHERE STUDENTS APPLY KNOWLEDGE AND SKILLS THROUGH INTERDISCIPLINARY PROJECTS THAT REQUIRE CREATIVE THINKING AND COMPLEX PROBLEM SOLVING. STUDENTS WILL DEVELOP THE SKILLS NECESSARY TO THRIVE IN A DIVERSE, INTERDEPENDENT WORLD THROUGH A FOCUS ON GLOBAL COMPETENCY AND COMMUNITY-BASED LEARNING PROJECTS THAT WILL HAVE A POSITIVE LOCAL AND GLOBAL IMPACT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,076,705

Program Service Revenue $6,400

Investment Income $104

Other Revenue $0

TOTAL REVENUE $3,083,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $884,975

Fundraising Expenses $0

Program Expenses $1,910,584

Other Expenses $1,497,250

TOTAL EXPENSES $2,382,225

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,083,209	$2,024,218	+0.5%
Expenses	$2,382,225	$2,319,839	+0.0%
Net Income	$700,984	$-295,621	-3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$98,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IVETTE MARQUEZ	EXECUTIVE DI	40.00	Officer	$98,155	$0	$98,155
JADE BRADFISH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KATIE HOOTEN	MEMBER	2.00	Director	$0	$0	$0
KELLI KUNKEE	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSIE WISSINGER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,083,209	$2,382,225	$1,611,390	$700,984
2022	$2,024,218	$2,319,839	$195,329	$-295,621
2021	$2,109,490	$2,073,815	$462,156	$35,675
2020	$1,571,897	$1,983,156	$483,875	$-411,259
2019	$592,989	$514,551	$357,064	$78,438
2018	$289,281	$103,797	$200,612	$185,484

PHOENIX INTERNATIONAL ACADEMY