ARIZONA CHAPTER MSCI (EIN 264251091) - 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

2009

Legal Domicile

Principal Officer

HAYDEN SHERMAN

Phone

8188236720

Tax Period

2024-01-01 to 2024-12-31

ARIZONA CHAPTER MSCI, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $150K in total revenue in fiscal year 2024. The organization ran a surplus of $78K, a strong 52% operating margin.

Mission

THE FOUNDATION SUPPORTS EDUCATION AND WORKFORCE DEVELOPMENT IN THE METALS SERVICE CENTER INDUSTRY BY PROVIDING SCHOLARSHIPS AND FUNDING EDUCATION AND CHARITABLE INITIATIVES.

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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 $149,664

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $149,664

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $33,331

Other Expenses $38,916

TOTAL EXPENSES $71,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,664	N/A	N/A
Expenses	$71,916	N/A	N/A
Net Income	$77,748	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL CONE	DIRECTOR	1.00	Director	$0	$0	$0
JIM FLANAGAN	DIRECTOR	1.00	Director	$0	$0	$0
NOLAN GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON KANZLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER LEET	DIRECTOR	1.00	Director	$0	$0	$0
HUNTER PERRY	DIRECTOR	1.00	Director	$0	$0	$0
BARRY WOODWARD	DIRECTOR	1.00	Director	$0	$0	$0
DEREK BROCE	TREASURER	1.00	Officer	$0	$0	$0
DOUGLAS CONE	SECRETARY	1.00	Officer	$0	$0	$0
JAMES GLADD	VICE PRESIDE	1.00	Officer	$0	$0	$0
HAYDEN SHERMAN	PRESIDENT	2.00	Officer	$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
2024	$149,664	$71,916	$94,634	$77,748

ARIZONA CHAPTER MSCI