CITY OF PHOENIX MUNICIPAL EMPLOYEES ASSOCIATION INC (EIN 860208801) - 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

1957

Legal Domicile

Phone

6022626857

Tax Period

2023-01-01 to 2023-12-31

CITY OF PHOENIX MUNICIPAL EMPLOYEES ASSOCIATION INC, founded in 1957, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 57% operating margin.

Mission

PROVIDE DEATH BENEFITS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,863

Investment Income $45,359

Other Revenue $0

TOTAL REVENUE $47,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,879

TOTAL EXPENSES $20,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,222	$32,366	+0.5%
Expenses	$20,099	$22,093	-0.1%
Net Income	$27,123	$10,273	+1.6%

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

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
LINA CRUZ	President	1.00	Officer Director	$0	$0	$0
CONNIE CORDOVA	Vice President	1.00	Officer Director	$0	$0	$0
KANIKA JONES	Treasurer	1.00	Officer Director	$0	$0	$0
DORA GARCIA	Secretary	1.00	Director	$0	$0	$0
LARRY FELIX	Parliamentarian	1.00	Director	$0	$0	$0
JOHNNY MENDOZA	Director	1.00	Director	$0	$0	$0
RAY YOCOPIS	Director	1.00	Director	$0	$0	$0
ANAMARIE QUINTANILLA	Director	1.00	Director	$0	$0	$0
VIVIAN SOTELO	Director	1.00	Director	$0	$0	$0
OLGA SOTO	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
2024	No data	No data	No data	No data
2023	$47,222	$20,099	$1,770,342	$27,123
2022	$32,366	$22,093	$1,503,238	$10,273
2021	$35,378	$35,267	$1,750,359	$111
2020	$32,048	$28,167	$1,562,816	$3,881
2019	$25,721	$32,705	$1,371,170	$-6,984
2018	$65,582	$24,867	$1,132,746	$40,715

CITY OF PHOENIX MUNICIPAL EMPLOYEES ASSOCIATION INC