PHANEUF FAMILY FOUNDATION (EIN 833678712) - 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

2020

Legal Domicile

Principal Officer

ARTHUR O PHANEUF

Phone

6036255778

Tax Period

2025-01-01 to 2025-12-31

PHANEUF FAMILY FOUNDATION, founded in 2020, is a micro nonprofit in the Human Services sector that reported $42K in total revenue in fiscal year 2025. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 40% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE FOR FUNERALS AND CREMATIONS FOR THOSE IN NEED IN THE STATES OF NEW HAMPSHIRE AND VERMONT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $38,920

Program Service Revenue $0

Investment Income $3,211

Other Revenue $0

TOTAL REVENUE $42,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,742

Other Expenses $25,436

TOTAL EXPENSES $25,436

Year-over-Year Comparison

	2025	2024	Change
Revenue	$42,131	$67,104	-0.4%
Expenses	$25,436	$20,801	+0.2%
Net Income	$16,695	$46,303	-0.6%

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

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
ARTHUR O PHANEUF	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHANIE KNOTTS	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON SPIRITOS	BOARD MEMBER	1.00	Director	$0	$0	$0
VERA MOROZOVA	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA SHAUGHNESSY	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE MCLAUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN KURLANSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN HETTRICK	BOARD MEMBER	1.00	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	$42,131	$25,436	$180,193	$16,695
2024	$67,104	$20,801	$148,866	$46,303
2023	$31,028	$14,767	$94,097	$16,261
2022	$36,805	$23,369	$70,621	$13,436
2021	$42,420	$19,600	$64,895	$22,820
2020	$21,775	$8,265	$44,451	$13,510

PHANEUF FAMILY FOUNDATION