Phoenix Union Partnership of Business and Education (EIN 860523265) - 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

1984

Legal Domicile

Principal Officer

Lauren Arndt

Phone

4802693634

Tax Period

2024-07-01 to 2025-06-30

Phoenix Union Partnership of Business and Education, founded in 1984, is a small nonprofit in the Education sector that reported $590K in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $266K, a strong 45% operating margin.

Mission

TO STRENGTHEN OUR COMMUNITY BY INVESTING IN STUDENT SUCCESS, THROUGH SCHOLARSHIPS FOR HIGHER EDUCATION AND FINANCIAL SUPPORT TO TEACHERS, STAFF, AND ADMINISTRATORS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $552,703

Program Service Revenue $3,791

Investment Income $35,603

Other Revenue $-2,463

TOTAL REVENUE $589,634

Expense Breakdown

Grants Paid $152,697

Salaries & Benefits $90,304

Fundraising Expenses $16,406

Program Expenses $204,310

Other Expenses $80,421

TOTAL EXPENSES $323,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$589,634	$214,185	+1.8%
Expenses	$323,422	$294,696	+0.1%
Net Income	$266,212	$-80,511	-4.3%

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

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

$71,215

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA TAYLOR	EXECUTIVE DIRECTOR	040.00	Officer	$71,215	$0	$71,215
APRIL COLEMAN	PRESIDENT	020.00	Officer Director	$0	$0	$0
DANIEL LEIS	TREASURER	020.00	Officer Director	$0	$0	$0
ANDY FILLION	DIRECTOR	002.00	Director	$0	$0	$0
ATKIMS MARTINEZ	DIRECTOR	001.00	Director	$0	$0	$0
JESUS VERA	DIRECTOR	002.00	Director	$0	$0	$0
JOHN DOHERTY	DIRECTOR	002.00	Director	$0	$0	$0
JOSE PATINO	DIRECTOR	004.00	Director	$0	$0	$0
LAUREN ARNDT	DIRECTOR	001.00	Director	$0	$0	$0
LETICIA AVALOS	DIRECTOR	001.00	Director	$0	$0	$0
STACEY FLORES	DIRECTOR	001.00	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	$589,634	$323,422	$1,758,897	$266,212
2024	No data	No data	No data	No data
2023	$262,467	$307,209	$1,389,117	$-44,742
2022	$217,721	$244,540	$1,314,041	$-26,819
2021	$298,692	$232,740	$1,448,744	$65,952
2020	$286,443	$254,168	$1,243,669	$32,275
2019	$336,650	$251,993	$1,213,396	$84,657
2018	$343,393	$283,701	$1,117,403	$59,692

Phoenix Union Partnership of Business and Education