AUNT RITA'S FOUNDATION

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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

2005

Legal Domicile

Principal Officer

STACEY JAY CAVELIERE

Phone

6028828675

Tax Period

2023-01-01 to 2023-12-31

AUNT RITA'S FOUNDATION, founded in 2005, is a community nonprofit in the Diseases & Disorders sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

AUNT RITAS FOUNDATION HAS BEEN PURSUING SINCE 2005 ITS MISSION TO END HIV IN ARIZONA, BUT HAS A RICH HISTORY DATING BACK TO THE 1980S. IN 1986 THREE INDIVIDUALS, RANDY SCHROCK, GARY MANGUM AND SKIP ONEILL, FOUNDED AUNT RITAS FOUNDATION IN THE BEGINNING YEARS OF THE EPIDEMIC. THEY SAW AT THE BEGINNING OF THE EPIDEMIC A LACK OF RESOURCES FOR THEIR FRIENDS AND FAMILY DYING FROM AIDS AND RECOGNIZED SOMETHING NEEDED TO BE DONE. THESE THREE FRIENDS SET ON A HUMBLE QUEST TO RAISE MONEY IN ANNUAL BAKE SALES TO PROVIDE RELIEF FOR THOSE LIVING WITH, AND DYING FROM, AIDS. WHEN FEDERAL GOVERNMENT ASSISTANCE THROUGH THE RYAN WHITE CARE ACT BEGAN IN THE EARLY 1990S, FUNDING BECAME MORE PLENTIFUL AND THE NEED FOR AUNT RITAS FOUNDATION WANED. THE FINAL BAKE SALE OF THE ORIGINAL AUNT RITAS FOUNDATION WAS HELD IN 1996. IN 2005, PASSIONATE COMMUNITY MEMBERS REVIVED AUNT RITAS FOUNDATION WITH THE PURPOSE OF BRINGING BACK AIDS WALK ARIZONA, WHICH HAD ENDED A FEW YEARS PRIOR. THIS BEGAN THE NEW CHAPTER OF A

Program Service Accomplishments

Program 1

Expenses: $472,852

AUNT RITAS FOUNDATION IS DEDICATED TO THE ELIMINATION OF, AND SUFFERING FROM, HIV AND AIDS. WITH OUR BASIC PRINCIPLE OF BY THE COMMUNITY AND FOR THE COMMUNITY WE COLLABORATE WITH ALL ARIZONA HIV...

AUNT RITAS FOUNDATION IS DEDICATED TO THE ELIMINATION OF, AND SUFFERING FROM, HIV AND AIDS. WITH OUR BASIC PRINCIPLE OF BY THE COMMUNITY AND FOR THE COMMUNITY WE COLLABORATE WITH ALL ARIZONA HIV SERVICE ORGANIZATIONS PHILANTHROPICALLY SUPPORTING THEIR CRITICAL SERVICES WHILE FORGING UNIQUE PARTNERSHIPS AT STATE AND LOCAL GOVERNMENTS, AS WELL AS PRIVATE CORPORATIONS. AUNT RITAS FOUNDATION HAS PROVIDED MORE THAN 2,100,000 IN GRANT FUNDING IN SUPPORT OF CRITICAL HIV PREVENTION AND TREATMENT PROGRAMS THROUGHOUT ARIZONA.

Program 2

Expenses: $205,899 Revenue: $545,906

AUNT RITAS FOUNDATION WAS A FOUNDING MEMBER WITH THE CITY OF PHOENIX FAST TRACK CITIES INITIATIVE AND PLAYS A VITAL ROLE IN ADVOCATING AT THE ARIZONA LEGISLATURE AND STATE GOVERNMENT TO ESTABLISH...

AUNT RITAS FOUNDATION WAS A FOUNDING MEMBER WITH THE CITY OF PHOENIX FAST TRACK CITIES INITIATIVE AND PLAYS A VITAL ROLE IN ADVOCATING AT THE ARIZONA LEGISLATURE AND STATE GOVERNMENT TO ESTABLISH LAWS, REGULATIONS, AND POLICIES THAT FURTHER OUR EFFORTS TO EDUCATE, PREVENT HIV, AND TREAT HIV. WITH THE LAUNCH OF HIVAZ.ORG AND VIHAZ.ORG IN 2014, AUNT RITAS FOUNDATION COMMENCED ITS OWN HIV EDUCATION, OUTREACH, TESTING AND ADVOCACY INITIATIVES TO FILL IN THE SERVICE GAPS NOT PROVIDED BY OTHER ORGANIZATIONS. TODAY WE OFFER UNIQUE HIV TESTING INITIATIVES THAT PROVIDE FREE HOME HIV TEST KITS AND VOUCHERS THROUGHOUT ARIZONA VIA WWW.GETTESTEDAZ.ORG. AUNT RITAS FOUNDATION INNOVATIVE PROGRAMS HAVE HELPED ALL ARIZONANS KNOW THEIR STATUS, ALONG WITH SUPPORTING THEM IN THE PREVENTION AND/OR TREATMENT CARE THEY NEED.

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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 $588,567

Program Service Revenue $545,906

Investment Income $439

Other Revenue $16,806

TOTAL REVENUE $1,151,718

Expense Breakdown

Grants Paid $106,434

Salaries & Benefits $301,618

Fundraising Expenses $313,919

Program Expenses $678,751

Other Expenses $788,725

TOTAL EXPENSES $1,199,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,151,718	$1,771,332	-0.3%
Expenses	$1,199,257	$1,859,151	-0.4%
Net Income	$-47,539	$-87,819	-0.5%

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

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
BARBARA GARDEN	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE KERR	TREASURER	N/A	Officer Director	$0	$0	$0
REBECCA LUTZ	DIRECTOR	N/A	Director	$0	$0	$0
BRENNAN O'HARE	DIRECTOR	N/A	Director	$0	$0	$0
JOHN PHEBUS	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL SCORTINO	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVID TWIGGER	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$1,151,718	$1,199,257	$461,713	$-47,539
2022	$1,771,332	$1,859,151	$432,188	$-87,819
2021	$1,432,107	$1,422,128	$463,014	$9,979
2021	$1,241,607	$1,422,129	$461,013	$-180,522
2020	$1,225,706	$1,058,293	$463,963	$167,413
2019	$1,000,435	$984,547	$194,421	$15,888