CHALLENGE FOUNDATION ARIZONA INC (EIN 831349329) - 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

2018

Legal Domicile

Principal Officer

GENE MYERS

Phone

6026995829

Tax Period

2024-06-01 to 2025-05-31

CHALLENGE FOUNDATION ARIZONA INC, founded in 2018, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $317K, a strong 29% operating margin.

Mission

TO HELP ECONOMICALLY DISADVANTAGED CHILDREN ATTAIN COLLEGE READINESS.

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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 $1,007,509

Program Service Revenue $0

Investment Income $88,073

Other Revenue $0

TOTAL REVENUE $1,095,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $362,288

Fundraising Expenses $22,250

Program Expenses $722,241

Other Expenses $416,359

TOTAL EXPENSES $778,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,095,582	$1,110,470	0.0%
Expenses	$778,647	$657,994	+0.2%
Net Income	$316,935	$452,476	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BIRKELBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
GENE MYERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIN VERNERIS	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
MARY ELLEN DALTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KARI DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LATRICE LEE MCINERNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK LIVINGSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN SMILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN VALORE-CAPLAN	BOARD MEMBER	1.00	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
2025	$1,095,582	$778,647	$5,196,802	$316,935
2024	$1,110,470	$657,994	$4,836,370	$452,476
2023	$939,239	$645,479	$4,393,342	$293,760
2022	$3,464,686	$444,975	$4,077,717	$3,019,711
2021	$1,270,827	$382,855	$1,120,243	$887,972
2020	$1,116,849	$341,453	$631,667	$775,396
2019	$511,792	$347,351	$1,539,867	$164,441

CHALLENGE FOUNDATION ARIZONA INC