THE CHARRO 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

1986

Legal Domicile

Phone

4809902977

Tax Period

2024-07-01 to 2025-06-30

THE CHARRO FOUNDATION, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $638K, a strong 25% operating margin.

Mission

SUPPORT CHARITABLE & EDUCATIONAL PURPOSES OF SCOTTSDALE CHARROS, INC. BY PROVIDING GRANTS TO QUALIFIED RECIPIENTS. THIS INCLUDES SCHOOLS AND INDIVIDUALS INTERESTED IN TEACHING AND OTHER 501(c)3 COMMUNITY ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $1,865,797 Revenue: $1,049,925

VARIOUS LOCAL ORGANIZATIONS - DISTRIBUTION OF FUNDS TO SECTION 501(C)3 ORGANIZATIONS AND OTHER QUALIFIED ORGANIZATIONS WHO AGREE TO SUPPORT EDUCATION IN THE SCOTTSDALE COMMUNITY AND TO FURTHER THE...

VARIOUS LOCAL ORGANIZATIONS - DISTRIBUTION OF FUNDS TO SECTION 501(C)3 ORGANIZATIONS AND OTHER QUALIFIED ORGANIZATIONS WHO AGREE TO SUPPORT EDUCATION IN THE SCOTTSDALE COMMUNITY AND TO FURTHER THE GENERAL WELFARE OF THE CITY OF SCOTTSDALE, ARIZONA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,255,772

Program Service Revenue $0

Investment Income $1,270,684

Other Revenue $0

TOTAL REVENUE $2,526,456

Expense Breakdown

Grants Paid $1,145,328

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,865,797

Other Expenses $743,160

TOTAL EXPENSES $1,888,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,526,456	$2,103,680	+0.2%
Expenses	$1,888,488	$1,188,364	+0.6%
Net Income	$637,968	$915,316	-0.3%

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

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
BRIAN WILDER	Director	1.00	Director	$0	$0	$0
JOHN ARNOLD	Director	1.00	Director	$0	$0	$0
KYLE BACKUS	Director	1.00	Director	$0	$0	$0
ANDREW BEARDSLEY	Director	1.00	Director	$0	$0	$0
KURT BRUECKNER	Director	1.00	Director	$0	$0	$0
MELANIE BURM	Director	1.00	Director	$0	$0	$0
KEITH HOLBEN	Director	1.00	Director	$0	$0	$0
GEORGE JACKSON	Director	1.00	Director	$0	$0	$0
ANDY KUNASEK	Director	1.00	Director	$0	$0	$0
CHRISTEL MOSBY	Director	1.00	Director	$0	$0	$0
MICHELLE PABIS	Director	1.00	Director	$0	$0	$0
RYAN SCHUBERT	Director	1.00	Director	$0	$0	$0
TERRANCE THORNTON	Director	1.00	Director	$0	$0	$0
MIKE WILLS	Director	1.00	Director	$0	$0	$0
RAOUL ZUBIA	Director	1.00	Director	$0	$0	$0
DAN POSTAL	President	1.00	Officer	$0	$0	$0
RACHEL SACCO	Vice President	1.00	Officer	$0	$0	$0
TIM KERRIGAN	Treasurer	1.00	Officer	$0	$0	$0
BRYAN GOTTFREDSON	Secretary	1.00	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	$2,526,456	$1,888,488	$6,949,453	$637,968
2024	$2,103,680	$1,188,364	$6,279,136	$915,316
2023	$1,099,169	$920,407	$5,411,761	$178,762
2022	$771,854	$1,757,177	$5,161,539	$-985,323
2021	$1,787,665	$544,060	$6,115,545	$1,243,605
2020	$747,691	$736,364	$4,881,940	$11,327
2019	$1,060,078	$845,098	$4,860,703	$214,980