ARIZONA FRIENDS OF THE HAGGAI INSTITUTE INC (EIN 201663290) - 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

2004

Legal Domicile

Principal Officer

LOUISA MOUCHET

Phone

6025329077

Tax Period

2022-08-01 to 2023-03-31

ARIZONA FRIENDS OF THE HAGGAI INSTITUTE INC, founded in 2004, is a small nonprofit that reported $118K in total revenue in fiscal year 2022. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $282K exceeded revenue, resulting in a 139% operating deficit.

Mission

SUPPORTING ORG. FOR HAGGAI INTERNATIONAL INSTITUTE FOR ADVANCED LEADERSHIP TRAINING, INC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $117,883

Other Revenue $0

TOTAL REVENUE $117,883

Expense Breakdown

Grants Paid $256,906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $256,906

Other Expenses $25,287

TOTAL EXPENSES $282,193

Year-over-Year Comparison

	2022	2021	Change
Revenue	$117,883	$340,899	-0.7%
Expenses	$282,193	$293,591	0.0%
Net Income	$-164,310	$47,308	-4.5%

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

N/A

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

$207,296

Total Directors

$670,118

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY Y UPTON	DIRECTOR/CHAIR	1.00	Director	$0	$27,961	$294,916
LOUISA MOUCHET	DIR/SEC/TREAS	1.00	Officer Director	$0	$26,939	$207,296
JOHN BACHMAN	Director	1.00	Director	$0	$33,455	$167,906
KATHE MCCLELLAND	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
2023	$117,883	$282,193	No data	$-164,310
2022	$340,899	$293,591	$4,502,788	$47,308
2021	$253,712	$252,559	$5,138,126	$1,153
2020	$-70,200	$260,500	$4,325,238	$-330,700
2019	$605,855	$512,873	$4,336,930	$92,982

ARIZONA FRIENDS OF THE HAGGAI INSTITUTE INC