PHILLIPS GRADUATE UNIVERSITY (EIN 952849731) - 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

1973

Legal Domicile

Phone

8183865600

Tax Period

2023-07-01 to 2024-06-30

PHILLIPS GRADUATE UNIVERSITY, founded in 1973, is a small nonprofit in the Education sector that reported $275K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $81K, a strong 29% operating margin.

Mission

OUR MISSION IS TO PROVIDE OUTSTANDING EDUCATION AND TRAINING TO STUDENTS AS WELL AS COUNSELING AND CONSULTING SERVICES TO THE COMMUNITY.

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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 $275,285

Investment Income $0

Other Revenue $0

TOTAL REVENUE $275,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,550

Other Expenses $194,138

TOTAL EXPENSES $194,138

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,285	$764,865	-0.6%
Expenses	$194,138	$175,573	+0.1%
Net Income	$81,147	$589,292	-0.9%

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
ERIC TAO	Chairman/CEO	20.00	Officer Director	$0	$0	$0
JAIN SHI	Director	1.00	Director	$0	$0	$0
PAUL HSU	Director	1.00	Director	$0	$0	$0
FEIHAO WANG	Director	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	$275,285	$194,138	$141,736	$81,147
2023	$764,865	$175,573	$60,589	$589,292
2022	$339,904	$341,439	$749,219	$-1,535
2021	$508,900	$475,814	$750,754	$33,086
2020	$1,857,099	$2,349,793	$717,668	$-492,694
2019	$4,019,979	$3,809,349	$1,658,056	$210,630
2018	$8,040,678	$6,741,707	$4,482,950	$1,298,971

PHILLIPS GRADUATE UNIVERSITY