PHOENIX SHANTI GROUP INC

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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

1987

Legal Domicile

Principal Officer

KEITH THOMPSON

Phone

6022790008

Tax Period

2020-01-01 to 2020-11-16

PHOENIX SHANTI GROUP INC, founded in 1987, is a small nonprofit that reported $563K in total revenue in fiscal year 2020. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 264% operating deficit.

Mission

THE MISSION OF THE PHOENIX SHANTI GROUP, INC. IS TO PROVIDE HOUSING, EDUCATION AND DIRECT CLIENT SERVICES TO INDIVIDUALS, FAMILIES AND LOVED ONES INFECTED WITH AND AFFECTED BY HIV / AIDS.

Program Service Accomplishments

Program 1

Expenses: $984,575 Revenue: $0

ORGANIZATION DISSOLVED DURING THE YEAR AND ASSETS WERE TRANSFERRED TO CHARITABLE ENTITIES TO CONTINUE PROVIDING SERVICES.

Program 2

Expenses: $173,299 Revenue: $20,138

BEHAVIORAL HEALTH:APPROXIMATELY 100 INDIVIDUAL CLIENT COUNSELING HOURS AND 250 GROUP TREATMENT HOURS.

Program 3

Expenses: $165,705 Revenue: $0

TRAINING AND EDUCATION:APPROXIMATELY 3,013 JOB TRAINING HOURS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $420,155

Program Service Revenue $20,640

Investment Income $38,335

Other Revenue $84,009

TOTAL REVENUE $563,139

Expense Breakdown

Grants Paid $984,575

Salaries & Benefits $799,829

Fundraising Expenses $0

Program Expenses $1,487,212

Other Expenses $265,897

TOTAL EXPENSES $2,050,301

Year-over-Year Comparison

	2020	2019	Change
Revenue	$563,139	$1,456,878	-0.6%
Expenses	$2,050,301	$1,605,987	+0.3%
Net Income	$-1,487,162	$-149,109	+9.0%

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

$506,198

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH THOMPSON	CEO	50.00	Officer	$267,868	$0	$267,868
DONALD A FLOTH	CFO	50.00	Officer	$238,330	$0	$238,330
RUDY NAVARRO	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TRENT TRIPP	TREASURER	1.00	Officer Director	$0	$0	$0
JESUS ARELLANO	SECRETARY	1.00	Officer Director	$0	$0	$0
DR CHARLES BOAG	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE TORMALA	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
2020	$563,139	$2,050,301	No data	$-1,487,162
2019	$1,456,878	$1,605,987	$1,974,755	$-149,109
2018	$1,481,647	$1,611,913	$2,205,407	$-130,266