PHINNEY NEIGHBORHOOD ASSOCIATION (EIN 911112780) - 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

1980

Legal Domicile

Principal Officer

CHRISTINA BECKLEY

Phone

2067832244

Tax Period

2023-01-01 to 2023-12-31

PHINNEY NEIGHBORHOOD ASSOCIATION, founded in 1980, is a community nonprofit in the Community Improvement sector that reported $3.9M in total revenue in fiscal year 2023. Net assets of $14.2M represent 43 months of operating reserves.

Mission

THE MISSION OF THE PHINNEY NEIGHBORHOOD ASSOCIATION IS TO BUILD, ENGAGE AND SUPPORT OUR DIVERSE COMMUNITY THROUGH PROGRAMS, SERVICES AND ACTIVITIES THAT CONNECT NEIGHBORS AND FOSTER CIVIC ENGAGEMENT.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $2,126,941

Program Service Revenue $1,774,116

Investment Income $4,966

Other Revenue $3,289

TOTAL REVENUE $3,909,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,629,309

Fundraising Expenses $107,473

Program Expenses $2,894,347

Other Expenses $1,327,633

TOTAL EXPENSES $3,956,942

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,909,312	$3,866,362	+0.0%
Expenses	$3,956,942	$3,684,691	+0.1%
Net Income	$-47,630	$181,671	-1.3%

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

1308

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

$124,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN WATTLEY-AMES	PRESIDENT	5.00	Officer Director	$0	$0	$0
KAYTI BARNETT-O-BRIEN	TREASURER	5.00	Officer Director	$0	$0	$0
NICK MAJOR	SECRETARY	5.00	Officer Director	$0	$0	$0
DEB SUNDBLAD	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRISTI EVERETT	BOARD MEMBER	3.00	Director	$0	$0	$0
CAITLIN SPENCE	BOARD MEMBER	3.00	Director	$0	$0	$0
RENEE SCHULTZ	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMIE CAMPBELL	BOARD MEMBER	3.00	Director	$0	$0	$0
KERI POLLOCK	BOARD MEMBER	3.00	Director	$0	$0	$0
NEAL KAWAS	BOARD MEMBER	3.00	Director	$0	$0	$0
TIARA ADAMS	BOARD MEMBER	3.00	Director	$0	$0	$0
TRACY WEBER	BOARD MEMBER	3.00	Director	$0	$0	$0
SHWETA JAYAWARDHAN	BOARD MEMBER	3.00	Director	$0	$0	$0
AMY WILLIAMS-DERRY	BOARD MEMBER	3.00	Director	$0	$0	$0
ANDREW WILCOX	BOARD MEMBER	3.00	Director	$0	$0	$0
KYLEN STEVENSON	BOARD MEMBER	3.00	Director	$0	$0	$0
KEVIN KANE	BOARD MEMBER	3.00	Director	$0	$0	$0
CHRISTINA BECKLEY	EXECUTIVE DIRECTOR	40.00	Officer	$124,633	$0	$124,633

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	$3,909,312	$3,956,942	$14,511,464	$-47,630
2022	$3,866,362	$3,684,691	$14,555,078	$181,671
2021	$9,509,258	$2,747,937	$14,723,604	$6,761,321
2020	$2,730,368	$2,839,262	$8,041,238	$-108,894

PHINNEY NEIGHBORHOOD ASSOCIATION