TUCSON RESIDENCE FOUNDATION INC (EIN 237305278) - 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

1971

Legal Domicile

Principal Officer

KATHLEEN RILEY

Phone

5207909144

Tax Period

2024-07-01 to 2025-06-30

TUCSON RESIDENCE FOUNDATION INC, founded in 1971, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

SERVICE AND SUPPORT FOR DEVELOPMENTALLY DISABLED PERSONS.

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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 $810,015

Program Service Revenue $11,832,637

Investment Income $129,889

Other Revenue $3,939

TOTAL REVENUE $12,776,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,948,673

Fundraising Expenses $0

Program Expenses $11,648,293

Other Expenses $2,395,728

TOTAL EXPENSES $13,344,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,776,480	$14,423,926	-0.1%
Expenses	$13,344,401	$14,149,619	-0.1%
Net Income	$-567,921	$274,307	-3.1%

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

397

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

$129,322

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN RILEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
NOREEN NELSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALAN LEVIN MD	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNON ROBERTS PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER CINQUEMANI JR	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ROSIN	DIRECTOR	1.00	Director	$0	$0	$0
KELLIE SPYCHALSKI	EXECUTIVE DIRECTOR	40.00	Officer	$120,759	$6,292	$127,051
JANA INGALSBE	FINANCE DIRECTOR	40.00	Officer	$2,271	$0	$2,271

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	$12,776,480	$13,344,401	$8,956,703	$-567,921
2024	No data	No data	No data	No data
2023	$14,963,608	$14,601,697	$10,388,758	$361,911
2022	$12,770,498	$12,488,259	$9,204,507	$282,239
2021	$12,594,410	$12,327,211	$8,716,288	$267,199
2020	$11,949,533	$11,332,476	$8,677,945	$617,057
2019	$10,816,751	$10,235,419	$7,807,295	$581,332
2018	$10,268,979	$9,367,435	$7,196,923	$901,544

TUCSON RESIDENCE FOUNDATION INC