PHOENIX COMMITTEE ON FOREIGN RELATIONS (EIN 860929211) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

STEPHEN J RODIS

Phone

6024414967

Tax Period

2024-07-01 to 2025-06-30

PHOENIX COMMITTEE ON FOREIGN RELATIONS, founded in 2000, is a small nonprofit in the International Affairs sector that reported $619K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

PCFR IS DEDICATED TO GROWING ARIZONAS GLOBAL PROMINENCE BY PROVIDING FORUMS THAT EXPLORE CRITICAL FOREIGN POLICY ISSUES AND BUILD ENDURING INTERNATIONAL CONNECTIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $267,060

Program Service Revenue $352,121

Investment Income $10

Other Revenue $141

TOTAL REVENUE $619,332

Expense Breakdown

Grants Paid $7,700

Salaries & Benefits $136,120

Fundraising Expenses $12,270

Program Expenses $503,472

Other Expenses $468,139

TOTAL EXPENSES $611,959

Year-over-Year Comparison

	2024	2023	Change
Revenue	$619,332	$776,233	-0.2%
Expenses	$611,959	$831,370	-0.3%
Net Income	$7,373	$-55,137	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$82,112

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA WADDINGTON	EXECUTIVE DIRECTOR UNTIL 08/15/24	050.00	Officer	$68,250	$0	$68,250
LILY MCELWEE	PRESIDENT CEO FROM 01/13/25	040.00	Officer	$13,862	$0	$13,862
LUKE WENZ	CHAIR	010.00	Officer Director	$0	$0	$0
CAROLINE LYNCH	VICE CHAIR	010.00	Officer Director	$0	$0	$0
CLAIRE SECHLER MERKEL	CHAIR EMERITUS	002.00	Officer Director	$0	$0	$0
STEPHEN RODIS	TREASURER	002.00	Officer Director	$0	$0	$0
SANDY CASEMENT	DIRECTOR/SECRETARY FROM 10/04/24	002.00	Officer Director	$0	$0	$0
AUSTIN KENNEDY	DIRECTOR	002.00	Officer Director	$0	$0	$0
BENJAMIN STEWART	DIRECTOR	001.00	Director	$0	$0	$0
CARLOS VELASCO	DIRECTOR	001.00	Director	$0	$0	$0
DAVID FARCA	DIRECTOR	001.00	Director	$0	$0	$0
DAVID MERKEL	DIRECTOR	001.00	Director	$0	$0	$0
FAREED BAILEY	DIRECTOR	001.00	Director	$0	$0	$0
GLEN GOODMAN	DIRECTOR	001.00	Director	$0	$0	$0
JADA ALLENDER	DIRECTOR	001.00	Director	$0	$0	$0
RANA LASHGARI	DIRECTOR	001.00	Director	$0	$0	$0
ANDREW JAYNES	CO-CHAIR UNTIL 09/23/24	001.00	Director	$0	$0	$0
ASHLEY BUNCH	SECRETARY UNTIL 10/04/24	001.00	Director	$0	$0	$0
ELLEN SCHULZ	DIRECTOR UNTIL 12/17/24	001.00	Officer Director	$0	$0	$0
GARRETT WORKMAN	DIRECTOR UNTIL 06/09/24	001.00	Officer Director	$0	$0	$0
GREG LUCERO	DIRECTOR UNTIL 11/25/24	001.00	Director	$0	$0	$0
JOAN JORDAN	DIRECTOR UNTIL 01/21/24	001.00	Director	$0	$0	$0
TONY RIVERO	DIRECTOR UNTIL 11/18/24	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	$619,332	$611,959	$457,621	$7,373
2024	No data	No data	No data	No data
2023	$865,947	$828,713	$610,098	$37,234
2022	$463,102	$411,555	$205,342	$51,547
2018	$267,746	$214,999	$83,320	$52,747

PHOENIX COMMITTEE ON FOREIGN RELATIONS