ELEVATE PHOENIX (EIN 900451740) - 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

2009

Legal Domicile

Principal Officer

DALILA GAMPER

Phone

6024326395

Tax Period

2023-01-01 to 2023-12-31

ELEVATE PHOENIX, founded in 2009, is a community nonprofit in the Youth Development sector that reported $2.4M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

WE DELIVER LONG-TERM, LIFE-CHANGING RELATIONSHIPS WITH URBAN YOUTH.

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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 $2,265,667

Program Service Revenue $0

Investment Income $29,954

Other Revenue $104,656

TOTAL REVENUE $2,400,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,210

Fundraising Expenses $247,964

Program Expenses $2,125,886

Other Expenses $2,325,779

TOTAL EXPENSES $2,499,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,400,277	$2,543,048	-0.1%
Expenses	$2,499,989	$2,148,683	+0.2%
Net Income	$-99,712	$394,365	-1.3%

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

N/A

Volunteers

230

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

$174,210

Total Directors

$81,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB BARBEE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVE OTTO	TREASURER	2.00	Officer Director	$0	$0	$0
TIMOTHY CLEARY	ED EMERITUS,	2.00	Officer Director	$81,000	$0	$81,000
KEN KORTMAN	DIRECTOR	2.00	Director	$0	$0	$0
BILL KOSTRIVAS	DIRECTOR	2.00	Director	$0	$0	$0
TONY MONTGOMERY	DIRECTOR	2.00	Director	$0	$0	$0
TIM MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
TOM MCDERMOTT	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PEEBLES	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL TOPE	DIRECTOR	2.00	Director	$0	$0	$0
ED BEASLEY	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN BOSKIE	DIRECTOR	40.00	Director	$0	$0	$0
DALILA GAMPER	EXECUTIVE DI	40.00	Officer	$82,454	$10,756	$93,210

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	$2,400,277	$2,499,989	$2,815,926	$-99,712
2022	$2,543,048	$2,148,683	$2,887,691	$394,365
2021	$2,572,774	$1,894,212	$2,452,752	$678,562
2020	$2,399,199	$1,646,450	$1,772,587	$752,749
2019	$1,552,259	$1,546,040	$1,008,335	$6,219
2018	$1,683,202	$1,371,860	$1,015,855	$311,342

ELEVATE PHOENIX