Phoenix Chamber Music Soc Endowment (EIN 953474699) - 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

1979

Legal Domicile

Principal Officer

Janet Green

Phone

6022520095

Tax Period

2024-07-01 to 2025-06-30

Phoenix Chamber Music Soc Endowment, founded in 1979, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $93K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 25% operating margin.

Mission

The Endowment provides support to Phoenix Chamber Music Society, which is a Section 501(c)(3) organization that promotes and develops chamber music in the Phoenix area.

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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 $0

Program Service Revenue $0

Investment Income $92,976

Other Revenue $0

TOTAL REVENUE $92,976

Expense Breakdown

Grants Paid $69,810

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,810

Other Expenses $0

TOTAL EXPENSES $69,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,976	$59,618	+0.6%
Expenses	$69,810	$48,671	+0.4%
Net Income	$23,166	$10,947	+1.1%

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

$74,578

Total Directors

$62,578

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet Green	Trustee	1.00	Officer Director	$0	$0	$62,578
Adam Sanders	CFO	1.00	Officer	$0	$0	$12,000
Alan Fisher	Trustee	1.00	Director	$0	$0	$0
Muriel Stone	Trustee	1.00	Director	$0	$0	$0
Cheryl Mandala	Executive Director	1.00	Director	$0	$0	$0
Michael Maas	Trustee	1.00	Officer	$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	$92,976	$69,810	$1,087,018	$23,166
2024	No data	No data	No data	No data
2023	$31,531	$46,854	$975,367	$-15,323
2022	$241,447	$9,313	$939,886	$232,134
2021	$111,060	$97,274	$1,077,479	$13,786
2020	$83,883	$46,922	$922,600	$36,961
2019	$41,908	$59,522	$838,587	$-17,614
2018	$15,395	$20,695	$827,700	$-5,300

Phoenix Chamber Music Soc Endowment