PHOENIX SERVICES CORPORATION (EIN 870496384) - 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

1992

Legal Domicile

Principal Officer

CHRISTI CARPENTER

Phone

8018254535

Tax Period

2023-07-01 to 2024-06-30

PHOENIX SERVICES CORPORATION, founded in 1992, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.1M left a modest 8% surplus.

Mission

TO PROVIDE TRAINING AND TREATMENT TO THE DEVELOPMENTALLY DISABLED. SPECIFICALLY TO INDIVIDUALS WHO HAVE BRAIN TRAUMA. SERVICES ARE INTENDED TO ASSIST INDIVIDUALS IN TRANSITIONING INTO INDEPENDENT LIVES.

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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 $617

Program Service Revenue $1,238,325

Investment Income $1,117

Other Revenue $0

TOTAL REVENUE $1,240,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $890,983

Fundraising Expenses $0

Program Expenses $1,077,604

Other Expenses $253,968

TOTAL EXPENSES $1,144,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,240,059	$1,330,970	-0.1%
Expenses	$1,144,951	$1,200,542	0.0%
Net Income	$95,108	$130,428	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTI CARPENTER	EXECUTIVE DI	40.00	Officer Director	$0	$0	$0
JENNIFER GROBER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAKE MACFARLANE	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY MACFARLANE	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL MEMMOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN TOLSON	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	No data	No data	No data	No data
2024	$1,240,059	$1,144,951	$2,568,435	$95,108
2023	$1,330,970	$1,200,542	$2,522,195	$130,428
2022	$1,103,725	$1,083,500	$2,266,045	$20,225
2021	$1,467,435	$1,264,406	$2,452,637	$203,029
2020	$1,462,614	$1,471,967	$1,801,258	$-9,353
2019	$1,701,520	$1,618,983	$1,804,592	$82,537
2018	$1,591,980	$1,585,046	$823,987	$6,934

PHOENIX SERVICES CORPORATION