Phoenix Painting Industry H&W Trust (EIN 866051048) - 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

1955

Legal Domicile

Principal Officer

Board of Trustees

Phone

6022493582

Tax Period

2023-01-01 to 2023-12-31

Phoenix Painting Industry H&W Trust, founded in 1955, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 22% operating margin.

Mission

Health & Welfare Benefit Plan

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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 $0

Program Service Revenue $6,484,279

Investment Income $219,972

Other Revenue $0

TOTAL REVENUE $6,704,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $424,464

TOTAL EXPENSES $5,238,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,704,251	$4,720,475	+0.4%
Expenses	$5,238,683	$4,991,482	+0.0%
Net Income	$1,465,568	$-271,007	-6.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ernesto Toscano	Trustee	1.00	Director	$0	$0	$0
Luis F Robles	Trustee	1.00	Director	$0	$0	$0
Oriel Beltran	Trustee	1.00	Director	$0	$0	$0
Casey Cannon	Trustee	1.00	Director	$0	$0	$0
Michael N Lee	Chairman	1.00	Officer Director	$0	$0	$0
Zach Farmer	Trustee	1.00	Director	$0	$0	$0
Ana Hanson	Co-Chair	1.00	Officer Director	$0	$0	$0
Grant Koepke	Trustee	1.00	Director	$0	$0	$0
Juan Padilla	Trustee	1.00	Director	$0	$0	$0
Sammy Alvarez	Trustee	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
2024	No data	No data	No data	No data
2023	$6,704,251	$5,238,683	$10,050,859	$1,465,568
2022	$4,720,475	$4,991,482	$8,000,817	$-271,007
2021	$4,690,569	$4,747,509	$8,745,449	$-56,940
2020	$4,402,489	$5,040,353	$7,937,442	$-637,864
2019	$5,335,182	$4,765,449	$7,906,402	$569,733

Phoenix Painting Industry H&W Trust