GREATER PHOENIX LEADERSHIP INC (EIN 860559918) - 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

1986

Legal Domicile

Principal Officer

NEIL G GIULIANO

Phone

6022525667

Tax Period

2023-01-01 to 2023-12-31

GREATER PHOENIX LEADERSHIP INC, founded in 1986, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. Expenses of $3.8M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO IMPROVE THE GREATER PHOENIX AREA AND THE STATE OF ARIZONA BY BRINGING TOGETHER TALENT, RESOURCES AND LEADERSHIP TO CREATE ACTION ON PRIORITY ISSUES.

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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 $4,500

Program Service Revenue $3,421,768

Investment Income $531

Other Revenue $0

TOTAL REVENUE $3,426,799

Expense Breakdown

Grants Paid $880,595

Salaries & Benefits $1,510,579

Fundraising Expenses $0

Other Expenses $1,380,433

TOTAL EXPENSES $3,771,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,426,799	$3,291,162	+0.0%
Expenses	$3,771,607	$3,005,025	+0.3%
Net Income	$-344,808	$286,137	-2.2%

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

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

$846,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEIL G GIULIANO	President & CEO	40.00	Officer	$522,106	$44,800	$566,906
HEATHER CARTER	EXECUTIVE VP	40.00	Officer	$258,616	$21,056	$279,672
CHELSEA CARPENTER	SR DIR OPERATIONS	40.00		$129,081	$7,037	$136,118
MICHAEL BIDWELL	Director	1.00	Director	$0	$0	$0
TOMMY ESPINOZA	Director	1.00	Director	$0	$0	$0
GONZALO DE LA MELENA	Secretary	1.00	Officer Director	$0	$0	$0
MATTHEW FEENEY	Director	1.00	Director	$0	$0	$0
PETER FINE	Director	1.00	Director	$0	$0	$0
MONICA GARNES	Director	1.00	Director	$0	$0	$0
ADAM GOODMAN	Director	1.00	Director	$0	$0	$0
MIKE HOOVER	Director	1.00	Director	$0	$0	$0
MICHAEL HUMMELL	Director	1.00	Director	$0	$0	$0
JEFF GULDNER	Director	1.00	Director	$0	$0	$0
SHARON HARPER	Director	1.00	Director	$0	$0	$0
PAM KEHALY	Chairman	1.00	Officer Director	$0	$0	$0
SIMER MAYO	Treasurer	1.00	Officer Director	$0	$0	$0
ROBERT MEYER	Director	1.00	Director	$0	$0	$0
PAUL KOMADINA	Director	1.00	Director	$0	$0	$0
KIMBER LANNING	Director	1.00	Director	$0	$0	$0
MI-AI PARRISH	Director	1.00	Director	$0	$0	$0
SUZANNE PFISTER	Director	1.00	Director	$0	$0	$0
GIRISH RISHI	Director	1.00	Director	$0	$0	$0
JAMES SWANSON	Director	1.00	Director	$0	$0	$0
LISA URIAS	Director	1.00	Director	$0	$0	$0
KENNETH VAN WINKLE	Vice Chair	1.00	Officer Director	$0	$0	$0
JEFF BENCK	Director	1.00	Director	$0	$0	$0
JOHN WOLFE	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	$3,426,799	$3,771,607	$2,995,589	$-344,808
2022	$3,291,162	$3,005,025	$3,434,416	$286,137
2021	$2,958,052	$2,415,956	$3,109,193	$542,096
2020	$3,248,203	$1,936,829	$2,843,070	$1,311,374
2019	$2,266,507	$2,107,847	$1,279,385	$158,660
2018	$2,224,362	$2,094,324	$1,235,492	$130,038

GREATER PHOENIX LEADERSHIP INC