Phoenix Foundation of Maryland Inc (EIN 830874099) - 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

Matt Cain

Phone

2402463481

Tax Period

2024-08-01 to 2025-07-31

Phoenix Foundation of Maryland Inc, founded in 2018, is a small nonprofit in the Mental Health sector that reported $363K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $523K exceeded revenue, resulting in a 44% operating deficit.

Mission

To serve those affected by alcoholism and drug addiction.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $177,338

Program Service Revenue $29,408

Investment Income $0

Other Revenue $156,280

TOTAL REVENUE $363,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $280,522

Fundraising Expenses $29,272

Program Expenses $364,572

Other Expenses $242,810

TOTAL EXPENSES $523,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$363,026	$253,564	+0.4%
Expenses	$523,332	$334,052	+0.6%
Net Income	$-160,306	$-80,488	+1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Pearre	Board Member	005.00	Director	$0	$0	$0
Shela Twentey	Board Member	005.00	Director	$0	$0	$0
Joy Julian	Board Member	005.00	Director	$0	$0	$0
Jeremy Wilson	Board Member	005.00	Director	$0	$0	$0
Joyce King	President	015.00	Officer	$0	$0	$0
Stacy Allwein	Vice President	015.00	Officer	$0	$0	$0
Victoria Hale	Secretary	010.00	Officer	$0	$0	$0
Matt Cain	Treasurer	015.00	Officer	$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	$363,026	$523,332	$45,167	$-160,306
2024	$525,409	$495,230	$170,696	$30,179
2023	$253,564	$334,052	$102,743	$-80,488
2022	$418,937	$472,858	$158,314	$-53,921
2021	$420,039	$398,688	$160,744	$21,351
2020	$552,538	$681,050	$154,625	$-128,512
2019	$285,227	$122,499	$218,129	$162,728
2018	$63,292	$9,476	$53,836	$53,816

Phoenix Foundation of Maryland Inc