JIM TROXELL FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION (EIN 452968884) - 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

2011

Legal Domicile

Principal Officer

ANNA MARIA CHAVEZ

Phone

6023811400

Tax Period

2024-04-01 to 2025-03-31

JIM TROXELL FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION, founded in 2011, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 253% from the prior year, signaling strong growth momentum. The organization ran a surplus of $593K, a strong 56% operating margin.

Mission

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS THE ARIZONA COMMUNITY FOUNDATION, INC. REMAINS A QUALIFIED ORGANIZATION.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,000,000

Program Service Revenue $0

Investment Income $53,340

Other Revenue $0

TOTAL REVENUE $1,053,340

Expense Breakdown

Grants Paid $418,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $418,500

Other Expenses $42,274

TOTAL EXPENSES $460,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,053,340	$298,426	+2.5%
Expenses	$460,774	$326,686	+0.4%
Net Income	$592,566	$-28,260	-22.0%

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

$750,139

Total Directors

$677,478

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM TROXELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOAN ALLEN TROXELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LORENZO CHAVEZ	DIRECTOR	1.00	Director	$0	$19,046	$158,246
KIMBERLY KUR	DIRECTOR	1.00	Director	$0	$29,940	$306,668
KRISTEN MIJALJEVIC	DIRECTOR (THRU 10/2024)	1.00	Director	$0	$20,836	$138,753
MARK MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
SUSI MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
LYNN UMPHRES	DIRECTOR (THRU 02/2025)	1.00	Director	$0	$12,859	$73,811
ANNA MARIA CHAVEZ	PRESIDENT	1.00	Officer	$0	$21,708	$594,208
STEPHANIE HARRER	SECRETARY & TREASURER	1.00	Officer	$0	$8,866	$155,931

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	$1,053,340	$460,774	$4,838,376	$592,566
2024	$298,426	$326,686	$3,976,324	$-28,260
2023	$278,025	$311,309	$3,205,236	$-33,284
2022	$459,762	$217,819	$3,522,999	$241,943
2021	$288,952	$245,802	$2,925,080	$43,150
2020	$289,790	$161,945	$1,960,126	$127,845
2019	$287,420	$239,934	$2,083,980	$47,486
2018	$493,011	$290,517	$1,954,682	$202,494

JIM TROXELL FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION