The Phoenix Emerald Foundation Inc (EIN 825429002) - 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

2018

Legal Domicile

Principal Officer

Linda Watters

Tax Period

2023-05-01 to 2024-04-30

The Phoenix Emerald Foundation Inc, founded in 2018, is a small nonprofit in the Human Services sector that reported $425K in total revenue in fiscal year 2023. The organization ran a surplus of $76K, a strong 18% operating margin.

Mission

To provide funding to the community

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $424,557

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $424,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $344,301

Other Expenses $348,171

TOTAL EXPENSES $348,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,557	N/A	N/A
Expenses	$348,171	N/A	N/A
Net Income	$76,386	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annette Davis	Class B Director	10.00	Director	$0	$0	$0
Eula Dean	Class A Director and Member	10.00	Director	$0	$0	$0
Natalee Campbell	Class B Director	10.00	Director	$0	$0	$0
Joan Sherwood	Class A Director and Member	10.00	Director	$0	$0	$0
Cheryl Pete	Class A Director	10.00	Director	$0	$0	$0
Tonette Echols	Class B Director	10.00	Director	$0	$0	$0
Beverly Reid	Cl B Director and Financial S	10.00	Officer Director	$0	$0	$0
DeLois Mix	Treasurer and Class A Directo	10.00	Officer Director	$0	$0	$0
Patricia Watts	Recording Secrtry and Cl A Di	10.00	Officer Director	$0	$0	$0
Linda Watters	Class A Director and Presiden	10.00	Officer Director	$0	$0	$0
Jennifer Harper	Class B Director and Vice Pre	10.00	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	$424,557	$348,171	$240,490	$76,386
2023	$333	$2,974	$164,104	$-2,641
2022	$29,810	$4,697	$166,745	$25,113
2021	No data	No data	$141,632	No data
2020	No data	No data	$125,215	No data

The Phoenix Emerald Foundation Inc