PHOENIX ART MUSEUM ENDOWMENT FUND INC (EIN 860765761) - 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

1994

Legal Domicile

Principal Officer

JEREMY MIKOLAJCZAK

Phone

6022571880

Tax Period

2023-07-01 to 2024-06-30

PHOENIX ART MUSEUM ENDOWMENT FUND INC, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.4M in total revenue in fiscal year 2023. Revenue surged 13677% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 62% operating margin.

Mission

TO PROVIDE SUBSTANTIAL FINANCIAL SUPPORT FOR THE PHOENIX ART MUSEUM.

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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 $2,961,280

Program Service Revenue $0

Investment Income $2,406,036

Other Revenue $0

TOTAL REVENUE $5,367,316

Expense Breakdown

Grants Paid $1,909,757

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,909,757

Other Expenses $124,922

TOTAL EXPENSES $2,034,679

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,367,316	$38,958	+136.8%
Expenses	$2,034,679	$1,705,696	+0.2%
Net Income	$3,332,637	$-1,666,738	-3.0%

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

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

$600,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARRY PAPP	CHAIR	0.50	Officer Director	$0	$0	$0
ROSE PAPP	DIRECTOR	1.00	Director	$0	$0	$0
BLAIR PORTIGAL	DIRECTOR	1.00	Director	$0	$0	$0
BILL WAY	DIRECTOR	0.50	Director	$0	$0	$0
BILL GOLDBERG	DIRECTOR	0.50	Director	$0	$0	$0
DON OPATRNY	CHAIR	0.50	Director	$0	$0	$0
HOWARD KATZ	DIRECTOR	0.50	Director	$0	$0	$0
PHIL COWEN	DIRECTOR	0.50	Director	$0	$0	$0
ALLAN ALVARADO	CFO	1.00	Officer	$0	$4,176	$219,676
JEREMY MIKOLAJCZAK	CEO	1.00	Officer	$0	$13,088	$380,488

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	No data	No data	No data	No data
2024	$5,367,316	$2,034,679	$33,472,648	$3,332,637
2023	$38,958	$1,705,696	$29,151,002	$-1,666,738
2022	$2,391,694	$1,822,843	$27,929,038	$568,851
2021	$805,868	$1,992,931	$32,304,336	$-1,187,063
2020	$1,381,230	$1,460,991	$27,316,846	$-79,761
2019	$763,948	$1,106,522	$27,308,786	$-342,574
2018	$1,579,677	$1,398,605	$27,968,026	$181,072

PHOENIX ART MUSEUM ENDOWMENT FUND INC