Phoenix Youth Theatre (EIN 863978427) - 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

2021

Legal Domicile

Principal Officer

Jacqueline Dunford

Phone

4806665515

Tax Period

2023-01-01 to 2023-12-31

Phoenix Youth Theatre, founded in 2021, is a small nonprofit that reported $345K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $308K left a modest 11% surplus.

Mission

OPERATE A YOUTH THEATRE GIVING YOUNG PEOPLE OPPORTUNITIES TO PARTICIPATE IN THEATRICAL PRODUCTIONS AND EDUCATIONAL EXPERIENCES

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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 $34,544

Program Service Revenue $305,818

Investment Income $0

Other Revenue $4,775

TOTAL REVENUE $345,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,000

Fundraising Expenses $0

Program Expenses $295,678

Other Expenses $274,041

TOTAL EXPENSES $308,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$345,137	$203,761	+0.7%
Expenses	$308,041	$193,594	+0.6%
Net Income	$37,096	$10,167	+2.6%

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

$34,000

Total Directors

$34,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacqueline Dunford	President	70.00	Officer Director	$30,500	$0	$30,500
Stephen Giles	Vice President	70.00	Officer Director	$3,500	$0	$3,500
Matthew Brown	Director	4.00	Director	$0	$0	$0
Kaitlyn Klonowski	Director	4.00	Director	$0	$0	$0
Derek Dunford	Treasurer	4.00	Officer Director	$0	$0	$0
Mickey Malmgren	Secretary	4.00	Officer 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	$345,137	$308,041	$95,609	$37,096
2022	$203,761	$193,594	$55,379	$10,167

Phoenix Youth Theatre