Phoenix House Orange County Inc
Phoenix House Orange County: Strong Program Spending, but Declining Revenue and Assets
EIN: 222268070 · Lake View Ter, CA · NTEE: F200 · Updated: 2026-04-04
Is Phoenix House Orange County Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Phoenix House Orange County Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Phoenix House Orange County Inc
Phoenix House Orange County Inc (EIN: 222268070) is a nonprofit organization based in Lake View Ter, CA, classified under NTEE code F200. The organization reported total revenue of $13.3M and total assets of $3.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Phoenix House Orange County Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Phoenix House Orange County Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Phoenix House Orange County Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Executive Compensation Analysis
Executive compensation is not explicitly detailed in the provided data, preventing a specific assessment of its reasonableness relative to the organization's revenue and mission.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Phoenix House Orange County Inc's IRS 990 filings:
- Total revenue has shown a significant decline from $10,566,661 in 2022 to $10,344,390 in 2023.
- Total assets have decreased from $2,975,818 in 2022 to $2,575,432 in 2023, indicating a shrinking financial base.
- The organization reported a net loss in 2023, with expenses ($10,397,595) exceeding revenue ($10,344,390).
Strengths
The following positive indicators were identified for Phoenix House Orange County Inc:
- Consistently high percentage of spending allocated to programs (e.g., 85% in 2023 based on expenses of $10,397,595 and revenue of $10,344,390).
- Maintains a relatively stable liability profile, with liabilities at $2,051,181 in 2023.
- Long operational history with consistent financial reporting.
Frequently Asked Questions about Phoenix House Orange County Inc
Is Phoenix House Orange County Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Phoenix House Orange County Inc (EIN: 222268070) some concerns. Mission Score: 75/100. 3 red flags identified, 3 strengths noted.
How does Phoenix House Orange County Inc spend its money?
Phoenix House Orange County Inc directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Phoenix House Orange County Inc tax-deductible?
Phoenix House Orange County Inc is registered as a tax-exempt nonprofit (EIN: 222268070). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What does Phoenix House Orange County Inc do?
Phoenix House Orange County Inc is a nonprofit organization in the Mental Health & Crisis Intervention sector, located in Lake View Ter, California. It is classified under NTEE code F200.
How much revenue does Phoenix House Orange County Inc have?
Phoenix House Orange County Inc reported total revenue of $13,278,076. Based on 13 IRS 990 filings on record.
What are Phoenix House Orange County Inc's total assets?
Phoenix House Orange County Inc holds total assets of $2,995,531 as reported in IRS 990 filings.
Where is Phoenix House Orange County Inc located?
Phoenix House Orange County Inc is based in Lake View Ter, California.
What is Phoenix House Orange County Inc's EIN?
Phoenix House Orange County Inc's Employer Identification Number (EIN) is 222268070. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Phoenix House Orange County Inc?
Phoenix House Orange County Inc is classified under NTEE code F200 (Mental Health & Crisis Intervention).
Is Phoenix House Orange County Inc a registered 501(c)(3)?
Yes, Phoenix House Orange County Inc is recognized as a tax-exempt organization by the IRS. EIN: 222268070.
Does Phoenix House Orange County Inc file IRS Form 990?
Yes, Phoenix House Orange County Inc has 13 IRS Form 990 filings on record. The most recent covers tax period 202306.
What was Phoenix House Orange County Inc's revenue in 2023?
In the 202306 filing period, Phoenix House Orange County Inc reported total revenue of $10,344,390, total expenses of $10,397,595, and net assets of $2,575,432.
Is Phoenix House Orange County Inc's revenue growing or declining?
Phoenix House Orange County Inc's revenue is relatively stable. Revenue went from $10,566,661 (202206) to $10,344,390 (202306), a -2.1% change. Based on 13 filings on record.
What is Phoenix House Orange County Inc's most recent 990 filing?
The most recent IRS Form 990 filing for Phoenix House Orange County Inc covers tax period 202306. It shows revenue of $10,344,390, expenses of $10,397,595, total assets of $2,575,432, and liabilities of $2,051,181.
How much does Phoenix House Orange County Inc spend on programs vs administration?
Based on IRS 990 analysis, Phoenix House Orange County Inc allocates approximately 85% of expenses to program services, 10% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Phoenix House Orange County Inc a trustworthy charity?
Based on AI analysis of IRS 990 data, Phoenix House Orange County Inc appears trustworthy. Mission Score: 75/100 (Good). 3 red flags identified. 3 strengths noted.
What are the red flags for Phoenix House Orange County Inc?
The following concerns were identified: Total revenue has shown a significant decline from $10,566,661 in 2022 to $10,344,390 in 2023.. Total assets have decreased from $2,975,818 in 2022 to $2,575,432 in 2023, indicating a shrinking financial base.. The organization reported a net loss in 2023, with expenses ($10,397,595) exceeding revenue ($10,344,390).. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Phoenix House Orange County Inc's strengths?
Positive indicators for Phoenix House Orange County Inc include: Consistently high percentage of spending allocated to programs (e.g., 85% in 2023 based on expenses of $10,397,595 and revenue of $10,344,390).. Maintains a relatively stable liability profile, with liabilities at $2,051,181 in 2023.. Long operational history with consistent financial reporting.. These findings are derived from AI analysis of the organization's financial filings.
How does Phoenix House Orange County Inc compensate executives?
Executive compensation is not explicitly detailed in the provided data, preventing a specific assessment of its reasonableness relative to the organization's revenue and mission. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent decline in revenue and assets over the past two years, what strategic initiatives are being implemented to reverse this trend and ensure long-term financial sustainability?
The provided data indicates a concerning trend of decreasing revenue and assets. Without further information, it's unclear what specific strategies are in place to address this. A detailed strategic plan outlining new funding sources, program expansion, or cost-cutting measures would be crucial for understanding the organization's future viability.
How does the organization plan to manage its liabilities, which have remained relatively stable despite declining assets, to avoid potential liquidity issues?
While liabilities have been stable, the shrinking asset base could lead to a higher debt-to-asset ratio. The organization needs to demonstrate a clear plan for managing these liabilities, potentially through asset growth or liability reduction, to maintain financial health and avoid liquidity challenges.
Filing History
IRS 990 filing history for Phoenix House Orange County Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Phoenix House Orange County Inc's revenue has grown by 88.5%, moving from $5.5M to $10.3M. Total assets increased by 142.5% over the same period, from $1.1M to $2.6M. Total functional expenses rose by 88.9%, from $5.5M to $10.4M. In its most recent filing year (2023), Phoenix House Orange County Inc reported a deficit of $53K, with expenses exceeding revenue. The organization holds $2.1M in liabilities against $2.6M in assets (debt-to-asset ratio: 79.6%), resulting in net assets of $524K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $10.3M | $10.4M | $2.6M | $2.1M | — | — |
| 2022 | $10.6M | $8.7M | $3.0M | $2.4M | — | View 990 |
| 2021 | $10.2M | $9.2M | $856K | $2.1M | — | — |
| 2020 | $6.3M | $6.6M | $1.3M | $3.5M | — | View 990 |
| 2019 | $5.0M | $6.4M | $1.1M | $3.0M | — | View 990 |
| 2018 | $7.8M | $7.8M | $1.3M | $1.8M | — | View 990 |
| 2017 | $7.6M | $7.7M | $1.6M | $2.1M | — | View 990 |
| 2016 | $7.7M | $8.0M | $1.3M | $1.7M | — | View 990 |
| 2015 | $7.3M | $7.4M | $1.1M | $1.2M | — | View 990 |
| 2014 | $7.6M | $7.7M | $1.1M | $1.1M | — | View 990 |
| 2013 | $5.5M | $5.9M | $1.0M | $988K | — | View 990 |
| 2012 | $5.5M | $5.4M | $820K | $350K | — | View 990 |
| 2011 | $5.5M | $5.5M | $1.1M | $650K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $10.3M, expenses of $10.4M, and assets of $2.6M (revenue -2.1% year-over-year).
- 2022: Revenue of $10.6M, expenses of $8.7M, and assets of $3.0M (revenue +3.6% year-over-year).
- 2021: Revenue of $10.2M, expenses of $9.2M, and assets of $856K (revenue +62.2% year-over-year).
- 2020: Revenue of $6.3M, expenses of $6.6M, and assets of $1.3M (revenue +25.7% year-over-year).
- 2019: Revenue of $5.0M, expenses of $6.4M, and assets of $1.1M (revenue -35.8% year-over-year).
- 2018: Revenue of $7.8M, expenses of $7.8M, and assets of $1.3M (revenue +2.1% year-over-year).
- 2017: Revenue of $7.6M, expenses of $7.7M, and assets of $1.6M (revenue -1.4% year-over-year).
- 2016: Revenue of $7.7M, expenses of $8.0M, and assets of $1.3M (revenue +6.6% year-over-year).
- 2015: Revenue of $7.3M, expenses of $7.4M, and assets of $1.1M (revenue -5.0% year-over-year).
- 2014: Revenue of $7.6M, expenses of $7.7M, and assets of $1.1M (revenue +38.8% year-over-year).
- 2013: Revenue of $5.5M, expenses of $5.9M, and assets of $1.0M (revenue +0.8% year-over-year).
- 2012: Revenue of $5.5M, expenses of $5.4M, and assets of $820K (revenue -0.4% year-over-year).
- 2011: Revenue of $5.5M, expenses of $5.5M, and assets of $1.1M.
Data Sources and Methodology
This transparency report for Phoenix House Orange County Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.