Phoenix School of Academic Excellence (EIN 860909286) - 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

1998

Legal Domicile

Principal Officer

Nate Palma

Phone

6024240287

Tax Period

2024-07-01 to 2025-06-30

Phoenix School of Academic Excellence, founded in 1998, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 15% operating deficit.

Mission

The Schools mission is to promote the academic, occupational, and personal life skills of all students based on community collaboration, parental involvement, staff commitment.

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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 $1,217,225

Program Service Revenue $0

Investment Income $2,059

Other Revenue $7,022

TOTAL REVENUE $1,226,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $715,232

Fundraising Expenses $0

Program Expenses $1,294,835

Other Expenses $694,688

TOTAL EXPENSES $1,409,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,226,306	$1,446,406	-0.2%
Expenses	$1,409,920	$1,450,071	0.0%
Net Income	$-183,614	$-3,665	+49.1%

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

$130,985

Total Directors

$303,419

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jordan Palma	Board Member/Curriculum Coordinator	40.00	Director	$86,332	$29,785	$116,117
Nate Palma	Board President/Exec Director	40.00	Officer Director	$99,808	$31,177	$130,985
Chris Freer	Board Member	5.00	Director	$0	$0	$0
Caitlin Tran	Board Member	30.00	Director	$33,786	$22,531	$56,317
Esther Zufelt	Secretary	1.00	Director	$0	$0	$0
Karen Lugo	Board Member	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
2025	$1,226,306	$1,409,920	$667,654	$-183,614
2024	$1,446,406	$1,450,071	$1,106,715	$-3,665
2023	$1,393,781	$1,518,391	$1,336,148	$-124,610
2022	$1,350,161	$1,274,233	$359,671	$75,928
2021	$1,182,415	$1,141,453	$226,019	$40,962
2020	$1,367,784	$1,096,077	$312,864	$271,707

Phoenix School of Academic Excellence