INVISION AZ (EIN 823671458) - 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

Principal Officer

JOHN RAGAN

Phone

6029103600

Tax Period

2023-01-01 to 2023-12-31

INVISION AZ is a small nonprofit that reported $385K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $554K exceeded revenue, resulting in a 44% operating deficit.

Mission

ACCELERATE THE GROWTH OF ARIZONA'S VIBRANT TECH ECOSYSTEM BY CREATING, PROMOTING, AND LEADING THE FRAMEWORK THAT ALLOWS TECHNOLOGY, INNOVATION, AND INVESTMENT TO FLOURISH.

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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 $385,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $385,000

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $22,500

Other Expenses $521,055

TOTAL EXPENSES $553,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$385,000	$2,240,000	-0.8%
Expenses	$553,555	$1,726,869	-0.7%
Net Income	$-168,555	$513,131	-1.3%

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
JOHN RAGAN	CHIEF EXECUT	15.00	Officer Director	$0	$0	$0
JACK SELBY	CHAIRMAN	N/A	Officer Director	$0	$0	$0
STEVE BROWN	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS CAMACHO	DIRECTOR	N/A	Director	$0	$0	$0
JERRY COLEMAN	DIRECTOR	N/A	Director	$0	$0	$0
DENNIS DAHLEN	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL DIMARIA	DIRECTOR	N/A	Director	$0	$0	$0
JOHN DONAHUE	DIRECTOR	N/A	Director	$0	$0	$0
ERNIE GARCIA	DIRECTOR	N/A	Director	$0	$0	$0
JEFF GULDNER	DIRECTOR	N/A	Director	$0	$0	$0
CLATE MASK	DIRECTOR	N/A	Director	$0	$0	$0
STEVE PIDGEON	DIRECTOR	N/A	Director	$0	$0	$0
SANDRA WATSON	DIRECTOR	N/A	Director	$0	$0	$0
AARON MATOS	DIRECTOR	N/A	Director	$0	$0	$0
GREGG SCORSBY	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	$385,000	$553,555	$372,148	$-168,555
2022	$2,240,000	$1,726,869	$540,703	$513,131
2021	$35,000	$1,177,847	$27,572	$-1,142,847
2020	$1,443,600	$364,814	$1,170,419	$1,078,786

INVISION AZ