PHOENIX VILLA (EIN 930743822) - 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

1980

Legal Domicile

Principal Officer

Clint Thursby

Phone

7153946617

Tax Period

2024-04-01 to 2025-03-31

PHOENIX VILLA, founded in 1980, is a community nonprofit in the Housing & Shelter sector that reported $4.1M in total revenue in fiscal year 2024. The organization ran a surplus of $811K, a strong 20% operating margin.

Mission

Subsidized housing for low income senior citizens, developmentally disabled, and mentally ill people.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,534,328

Program Service Revenue $1,535,755

Investment Income $8,055

Other Revenue $-6,630

TOTAL REVENUE $4,071,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $744,111

Fundraising Expenses $0

Program Expenses $3,151,792

Other Expenses $2,516,881

TOTAL EXPENSES $3,260,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,071,508	$4,016,364	+0.0%
Expenses	$3,260,992	$3,307,003	0.0%
Net Income	$810,516	$709,361	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Welch	President	1	Officer Director	$0	$0	$0
Dale Johnson	Vice President	1	Officer Director	$0	$0	$0
Sue Balnk	Treasurer	1	Officer Director	$0	$0	$0
Jeffrey Urbaniak	Board Member	1	Director	$0	$0	$0
Tracy Allen	Board Member	1	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	$4,071,508	$3,260,992	$8,557,772	$810,516
2024	No data	No data	No data	No data
2023	$3,635,754	$3,251,147	$6,884,988	$384,607
2022	$3,558,998	$2,977,271	$6,846,792	$581,727
2021	$3,604,464	$2,909,949	$6,290,805	$694,515
2020	$3,573,725	$3,104,056	$5,794,533	$469,669
2019	$3,505,142	$3,081,105	$6,009,528	$424,037

PHOENIX VILLA