Education Choices for Arizona

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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

2020

Legal Domicile

Principal Officer

JAKE LOGAN

Phone

6023620036

Tax Period

2020-02-27 to 2020-12-31

Education Choices for Arizona, founded in 2020, is a small nonprofit that reported $244K in total revenue in fiscal year 2020. The organization ran a surplus of $39K, a strong 16% operating margin.

Mission

Charters at the Capitol event, to gather charter school leaders to rally for legislation

Program Service Accomplishments

Program 1

Expenses: $16,461

Charters at the Capitol event to bring together charter school leaders, students, educators and parents to rally at the capitol.

Program 2

Expenses: $89,261

electioneering and polling for elections

Program 3

Expenses: $93,000

Promoting educational policies through participation in legislative hearings, meeting with local elected officials and public relations outreach via media (social media, newspapers, blogs)

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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 (2020)

Revenue Breakdown

Contributions & Grants $243,670

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $243,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,722

Other Expenses $204,961

TOTAL EXPENSES $204,961

Year-over-Year Comparison

	2020	2019	Change
Revenue	$243,670	N/A	N/A
Expenses	$204,961	N/A	N/A
Net Income	$38,709	N/A	N/A

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
LYNNE ADAMS	Director	1.000	Director	$0	$0	$0
KIRK ADAMS	Director	1.000	Director	$0	$0	$0
JAKE LOGAN	President	5.000	Officer 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
2020	$243,670	$204,961	$38,709	$38,709