The Womens Foundation for the State of Arizona (EIN 311660702) - 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

1999

Legal Domicile

Principal Officer

Cheryl House

Tax Period

2023-07-01 to 2024-06-30

The Womens Foundation for the State of Arizona, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $3.8M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $6.3M exceeded revenue, resulting in a 65% operating deficit.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,265,410

Program Service Revenue $0

Investment Income $503,975

Other Revenue $20,453

TOTAL REVENUE $3,789,838

Expense Breakdown

Grants Paid $3,841,969

Salaries & Benefits $1,437,460

Fundraising Expenses $361,382

Program Expenses $4,870,687

Other Expenses $972,535

TOTAL EXPENSES $6,251,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,789,838	$4,168,794	-0.1%
Expenses	$6,251,964	$4,997,100	+0.3%
Net Income	$-2,462,126	$-828,306	+2.0%

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

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

$283,726

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amalia Luxardo	CEO	32.00	Officer	$165,114	$25,034	$190,148
Katia Jones	CEO	40.00	Officer	$71,505	$22,073	$93,578
Marissa Nuvayestewa	Trustee	1.00	Director	$0	$0	$0
Katie North Morris	Trustee	1.00	Director	$0	$0	$0
Makena Wheeler	Trustee	1.00	Director	$0	$0	$0
Cheryl House	Trustee	1.00	Director	$0	$0	$0
Jamie Beal	Trustee	1.00	Director	$0	$0	$0
Sara Baker	Secretary	1.00	Officer Director	$0	$0	$0
Kasey Urquidez	Vice Chair	1.00	Officer Director	$0	$0	$0
G Montgomery Vance	Treasurer	1.00	Officer Director	$0	$0	$0
Gabriela Cervantes	Chair	2.00	Officer Director	$0	$0	$0
Cheryl House	Chair	0.00	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
2025	No data	No data	No data	No data
2024	$3,789,838	$6,251,964	$2,539,135	$-2,462,126
2023	$4,168,794	$4,997,100	$5,587,449	$-828,306
2022	$2,222,567	$2,874,435	$6,835,545	$-651,868
2021	$9,044,841	$8,128,259	$6,909,378	$916,582
2020	$3,127,846	$1,925,189	$5,285,730	$1,202,657
2019	$1,103,990	$1,292,037	$4,048,565	$-188,047
2018	$2,186,256	$1,136,144	$4,440,317	$1,050,112

The Womens Foundation for the State of Arizona