ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATION (EIN 237339629) - 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

1973

Legal Domicile

Principal Officer

ANDREA LEVY

Phone

6022524144

Tax Period

2024-05-01 to 2025-04-30

ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATION, founded in 1973, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 34% operating margin.

Mission

THE ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATIONIN COORDINATION WITH THE ARIZONA SOCIETY OF CPAS SUPPORTS PROGRAMS AND INITIATIVES IN EDUCATION AND PRACTICE WHICH ENHANCE EXCELLENCE AND INNOVATION IN THE PROFESSION OF ACCOUNTANCY.

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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 $13,577

Program Service Revenue $0

Investment Income $32,183

Other Revenue $5,000

TOTAL REVENUE $50,760

Expense Breakdown

Grants Paid $25,616

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,616

Other Expenses $8,000

TOTAL EXPENSES $33,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,760	$27,067	+0.9%
Expenses	$33,616	$40,202	-0.2%
Net Income	$17,144	$-13,135	-2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOE HEIDLEBURG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA LEVY	CHAIR	3.00	Officer Director	$0	$0	$0
JULIA MIESSNER	DIRECTOR	1.00	Director	$0	$0	$0
LISA PARKE	SECRETARY/TR	3.00	Officer 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
2025	$50,760	$33,616	$468,367	$17,144
2024	$27,067	$40,202	$444,572	$-13,135
2023	$26,894	$37,995	$421,709	$-11,101
2022	$15,721	$38,128	$430,798	$-22,407
2021	$27,432	$44,864	$469,905	$-17,432
2020	$52,834	$46,885	$442,540	$5,949
2019	$38,389	$41,835	$456,353	$-3,446
2018	$33,270	$40,503	$449,800	$-7,233

ARIZONA CPA FOUNDATION FOR EDUCATION AND INNOVATION