Phoenix Zones Initiative (EIN 842337171) - 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

2019

Legal Domicile

Principal Officer

Hope Ferdowsian MD MPH

Phone

5052691200

Tax Period

2025-01-01 to 2025-12-31

Phoenix Zones Initiative, founded in 2019, is a micro nonprofit in the Community Improvement sector that reported $98K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 44% operating margin.

Mission

THE PHOENIX ZONES INITIATIVE PROVIDES A PLATFORM FOR THE ADVANCEMENT OF THE RIGHTS, HEALTH, AND WELLBEING OF PEOPLE AND ANIMALS. THE ORGANIZATION SUPPORTS RESEARCH, EDUCATION, AND COLLABORATION TO PROMOTE IMPROVEMENTS IN THE TREATEMENT, HEALTH AND WELLBEING OF PEOPLE AND ANIMALS.

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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 $92,393

Program Service Revenue $0

Investment Income $5,815

Other Revenue $212

TOTAL REVENUE $98,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $841

Program Expenses $46,228

Other Expenses $55,496

TOTAL EXPENSES $55,496

Year-over-Year Comparison

	2025	2024	Change
Revenue	$98,420	$74,035	+0.3%
Expenses	$55,496	$50,859	+0.1%
Net Income	$42,924	$23,176	+0.9%

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

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
HOPE FERDOWSIAN MD MPH	PRESIDENT AND CEO	70.00	Officer Director	$0	$0	$0
NIKHIL KULKARNI MD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KAVITA RAJASEKHAR MD MPH	SECRETARY	2.00	Officer Director	$0	$0	$0
SONIA SILVA MPA	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN GLUCK PHD	DIRECTOR	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	$98,420	$55,496	$293,007	$42,924
2024	$74,035	$50,859	$246,193	$23,176
2023	$168,185	$163,769	$224,750	$4,416
2022	$240,091	$168,894	$218,306	$71,197
2021	$252,110	$238,718	$147,400	$13,392
2020	$256,439	$134,535	$134,060	$121,904

Phoenix Zones Initiative