ARIZONA LUTHERAN SCHOLARSHIP ORGANIZATION INC (EIN 300154246) - 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

2002

Legal Domicile

Principal Officer

DAVID BOLIO

Phone

4808958569

Tax Period

2019-07-01 to 2020-06-30

ARIZONA LUTHERAN SCHOLARSHIP ORGANIZATION INC, founded in 2002, is a small nonprofit that reported $546K in total revenue in fiscal year 2019. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $890K exceeded revenue, resulting in a 63% operating deficit.

Mission

The sole purpose of ALSO is to implement the private school tuition tax credit law passed and signed into law in 1997 as A.R.S. Section Para. 43-1089.

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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 (2019)

Revenue Breakdown

Contributions & Grants $545,393

Program Service Revenue $0

Investment Income $110

Other Revenue $0

TOTAL REVENUE $545,503

Expense Breakdown

Grants Paid $837,826

Salaries & Benefits $0

Fundraising Expenses $14,969

Program Expenses $837,826

Other Expenses $52,035

TOTAL EXPENSES $889,861

Year-over-Year Comparison

	2019	2018	Change
Revenue	$545,503	$719,373	-0.2%
Expenses	$889,861	$701,508	+0.3%
Net Income	$-344,358	$17,865	-20.3%

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
HANS NAUMANN	President	3.00	Officer Director	$0	$0	$0
MICHAEL FISCHER	Vice President	2.00	Officer Director	$0	$0	$0
DAVID BOLIO	Treasurer	5.00	Officer Director	$0	$0	$0
SUZETTE SCHULZE	Secretary	2.00	Officer Director	$0	$0	$0
ALYSSA MISURACA	Director	2.00	Director	$0	$0	$0
KAT STOKES	President	2.00	Officer Director	$0	$0	$0
LARRY JACOX	Director	2.00	Director	$0	$0	$0
ROGER JOHNSON	Director	2.00	Director	$0	$0	$0
SHELLEY NELSON	Director	2.00	Director	$0	$0	$0
STEVE HUDNALL	Director	2.00	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
2020	$545,503	$889,861	$24,153	$-344,358
2019	$719,373	$701,508	$368,511	$17,865

ARIZONA LUTHERAN SCHOLARSHIP ORGANIZATION INC