ARIZONA EDUCATION ASSOCIATION (EIN 860002685) - 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

1939

Legal Domicile

Principal Officer

JOAQUIN RIOS

Phone

6022641774

Tax Period

2024-09-01 to 2025-08-31

ARIZONA EDUCATION ASSOCIATION, founded in 1939, is a mid-sized nonprofit that reported $11.4M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $10.6M left a modest 7% surplus.

Mission

TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION AND TO PROVIDE MEMBER SUPPORT IN 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 $941,472

Program Service Revenue $10,171,773

Investment Income $258,420

Other Revenue $27,799

TOTAL REVENUE $11,399,464

Expense Breakdown

Grants Paid $112,209

Salaries & Benefits $6,678,928

Fundraising Expenses $0

Other Expenses $3,799,775

TOTAL EXPENSES $10,590,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,399,464	$10,206,647	+0.1%
Expenses	$10,590,912	$10,207,584	+0.0%
Net Income	$808,552	$-937	-863.9%

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

1000

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

$665,290

Total Directors

$492,849

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARISOL GARCIA	PRESIDENT	39.00	Officer Director	$163,530	$81,644	$245,174
ANGELA PHILPOT	VICE PRESIDENT	39.00	Officer Director	$140,169	$75,455	$215,624
AMBER GOULD	TREASURER	19.00	Officer Director	$24,997	$7,054	$32,051
KELLEY FISHER	DIRECTOR	1.00	Director	$0	$0	$0
ANNA BADILLA	DIRECTOR	1.00	Director	$0	$0	$0
ANASTASIA JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
LUCI MESSING	DIRECTOR	1.00	Director	$0	$0	$0
SILVIA VALLIN-ALVARADO	DIRECTOR	1.00	Director	$0	$0	$0
NATHANIEL RATEY	DIRECTOR	1.00	Director	$0	$0	$0
JANET KOVACH	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN CLIFTON	DIRECTOR	1.00	Director	$0	$0	$0
JOSH ATKINS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER TRACY	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK CASTRO	DIRECTOR	1.00	Director	$0	$0	$0
BETSY BRIAN	DIRECTOR	1.00	Director	$0	$0	$0
LAUREL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE WEBB	DIRECTOR	1.00	Director	$0	$0	$0
TINA QUINONEZ	DIRECTOR	1.00	Director	$0	$0	$0
DAWN QUAMAHONGNEWA	DIRECTOR	1.00	Director	$0	$0	$0
JASMIN OWSLEY	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA FAULK	DIRECTOR	1.00	Director	$0	$0	$0
KATIE STELL	DIRECTOR	1.00	Director	$0	$0	$0
JOAQUIN RIOS	EXECUTIVE DIRECTOR (CEO)	39.00	Officer	$132,600	$39,841	$172,441
FRANCIS STENNIS	ORGANIZATIONAL CONSULTANT	40.00	Highest	$194,947	$61,176	$256,123
WILFORD COMER II	GENERAL COUNSEL	40.00	Highest	$139,050	$41,240	$180,290
ELIZABETH LEIVAS	MANGER GROWTH STRATEGIES	40.00	Highest	$129,150	$66,374	$195,524
JESSICA SWANSON	MANAGER OF BUSINESS & TECH	40.00	Highest	$129,150	$57,210	$186,360

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	$11,399,464	$10,590,912	$10,324,670	$808,552
2024	$10,206,647	$10,207,584	$9,679,917	$-937
2023	$8,731,120	$8,046,397	$9,617,938	$684,723
2023	$8,731,120	$8,046,397	$9,617,938	$684,723
2022	$8,539,336	$7,379,953	$8,875,959	$1,159,383
2022	$8,539,336	$7,379,953	$8,875,959	$1,159,383
2021	$7,870,679	$7,285,125	$8,129,999	$585,554
2020	$8,337,391	$7,809,546	$7,457,442	$527,845
2019	$7,223,020	$6,785,271	$7,165,639	$437,749

ARIZONA EDUCATION ASSOCIATION