Phoenix Services Corporation

Nonprofit profile at a glance

EIN
870496384
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Clearfield, UT, USA
Phone
8018254535
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Developmentally Disabled Centers

Official website

Reported finances

Revenue
$1,439,546
Expenses
$1,207,780
Assets
$2,785,492
Liabilities
$1,613,939

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • CHRISTI CARPENTER (EXECUTIVE DI)
  • TERI DRAKE (BOARD MEMBER)
  • JARED GAETZ (BOARD MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide training and treatment to the developmentally disabled. Specifically to individuals who have brain trauma. Services are intended to assist individuals in transitioning into independent lives.

What it reported doing in 2024

Phoenix services corporation is a non-profit 501(c)(3) organization that serves people with brain injury and similar disabilities to live independently in the community through various support. Phoenix services began in 1992 with the hope of helping four people live successfully in the community and since then, phoenix services has become a leader in serving people who have suffered a brain injury in a supported living setting. Phoenix services is currently one of the only service providers in Utah that specializes in servicing people who have sustained a brain injury. Currently, phoenix services has eight nationally recognized certified brain injury specialists (cbis), and one certified brain injury specialist trainer (cbist). Phoenix services has been the leading agency in training and certifying other professionals in Utah. Phoenix services also has two staff with benefits planner and outreach certification. 40 years of experience working with brain injury demonstrates the ability to recognize what services will be needed and provide those services. Phoenix services operates through contracts received from division of services for prople with disabilities, division of child and family services, Utah state office of rehabilitation services, Utah depart of health, as well as private & government grants, individual donations and fundraising. Phoenix services is currently serving about 90 people throughout northern Utah and we currently employ about 60 people. Some of the services that are provided include supporting people to live and work independently, connecting people with brain injuries to resources that are available in the community, service coordination for employment and personal assistant service (epas), as well as brain injury training accross the state of Utah to family & professionals who work with brain injury survivors. Phoenix services' mission statement: "we empower people with brain injuries and others who need customized, unique and individual supports to maximize their potential by being a part of their conmmunity and achieving personal goals." participate, achieve, contribute.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 90
  • Accountability: 86
  • Sustainability: 64
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.9%; rating input score 78
  • Program expense ratio: 93.4%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 85.7%; rating input score 86; 20th percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 16.1%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 2.31; rating input score 68; 68th percentile among comparable filings
  • Liabilities to assets ratio: 0.58; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: -1.5% per year; rating input score 0; 13th percentile among comparable filings
  • Revenue growth: -0.8% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: 13.5% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 77.9% of revenue deployed · 93.4% of spending went to programs
  • Governance: 6 of 7 board members independent · 6 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $1.1M in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.