Arizona Learning Institute (EIN 271271506) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Marjorie Jones-Schafer

Phone

6029555574

Tax Period

2020-01-01 to 2020-12-31

Arizona Learning Institute, founded in 2012, is a micro nonprofit that reported $89K in total revenue in fiscal year 2020. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $150K exceeded revenue, resulting in a 69% operating deficit.

Mission

Through consulting and teaching, ALI improves the lives of children and adults displaying learning difficulties by increasing parenting skills, developing children and adult reading skills, and supporting schools and communities with like missions.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $88,744

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $88,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,000

Fundraising Expenses $2,250

Program Expenses $133,956

Other Expenses $119,722

TOTAL EXPENSES $149,972

Year-over-Year Comparison

	2020	2019	Change
Revenue	$88,744	$223,390	-0.6%
Expenses	$149,972	$221,600	-0.3%
Net Income	$-61,228	$1,790	-35.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$37,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marjorie Jones-Schafer	Executive Director	40.00	Officer	$12,000	$0	$12,000
Angelica Rodriguez	Secretary	2.00	Officer	$12,500	$0	$12,500
Sandra Lynn Hillegass	Treasurer	2.00	Officer	$12,500	$0	$12,500

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
2020	$88,744	$149,972	No data	$-61,228
2019	$223,390	$221,600	$178,609	$1,790

Arizona Learning Institute