ELLIS CENTER FOR EDUCATIONAL EXCELLENCE C/O ARIZONA COMMUNITY FOUNDATION (EIN 202822602) - 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

2005

Legal Domicile

Principal Officer

MICHAEL KELLEY

Phone

6023811400

Tax Period

2024-04-01 to 2025-03-31

ELLIS CENTER FOR EDUCATIONAL EXCELLENCE C/O ARIZONA COMMUNITY FOUNDATION, founded in 2005, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 255% from the prior year, signaling strong growth momentum. Net assets of $42.2M represent 190 months of operating reserves.

Mission

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS THE ARIZONA COMMUNITY FOUNDATION,INC. REMAINS A QUALIFIED ORGANIZATION.

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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 $2,665,698

Other Revenue $0

TOTAL REVENUE $2,665,698

Expense Breakdown

Grants Paid $1,781,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,781,200

Other Expenses $871,868

TOTAL EXPENSES $2,653,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,665,698	$750,095	+2.6%
Expenses	$2,653,068	$2,552,970	+0.0%
Net Income	$12,630	$-1,802,875	-1.0%

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

$750,139

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL E KELLY	CHAIR	1.00	Officer Director	$0	$0	$0
RONALD BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
GWEN CALHOUN	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY COHN	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIN COULON	DIRECTOR	1.00	Director	$0	$0	$0
RUFUS GLASPER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LUNA	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MARIA CHAVEZ	PRESIDENT	1.00	Officer	$0	$21,708	$594,208
STEPHANIE HARRER	SECRETARY & TREASURER	1.00	Officer	$0	$8,866	$155,931

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	$2,665,698	$2,653,068	$42,221,288	$12,630
2024	$750,095	$2,552,970	$41,948,613	$-1,802,875
2023	$2,490,704	$2,437,817	$39,411,113	$52,887
2022	$3,296,822	$2,606,401	$44,487,492	$690,421
2021	$3,936,312	$3,058,746	$45,191,415	$877,566
2020	$1,459,351	$2,584,418	$36,312,647	$-1,125,067
2019	$4,284,213	$2,605,086	$41,380,031	$1,679,127
2018	$2,940,448	$2,289,023	$41,981,746	$651,425

ELLIS CENTER FOR EDUCATIONAL EXCELLENCE C/O ARIZONA COMMUNITY FOUNDATION