ARIZONA TAX RESEARCH ASSOCIATION

EIN: 860003960

Phoenix, AZ

Total Revenue
$529,214
Total Expenses
$535,845
Total Assets
$215,547
Net Assets
$215,547
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
AZ
Principal Officer
David Minard
Phone
6022539121
Tax Period
2023-01-01 to 2023-12-31

ARIZONA TAX RESEARCH ASSOCIATION, founded in 1994, is a small nonprofit that reported $529K in total revenue in fiscal year 2023.

Mission

Protect taxpayers from unnecssary taxes and promote the efficent use of taxpayers dollars. Promote government which is open and accountable to the state's taxpayers. Educate Arizona's taxpayers about important fiscal issues.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $496,226
Program Service Revenue $475
Investment Income $24
Other Revenue $32,489
TOTAL REVENUE $529,214

Expense Breakdown

Grants Paid $0
Salaries & Benefits $467,998
Fundraising Expenses $32,812
Program Expenses $310,436
Other Expenses $67,847
TOTAL EXPENSES $535,845

Year-over-Year Comparison

2023 2022 Change
Revenue $529,214 $506,088 +0.0%
Expenses $535,845 $489,597 +0.1%
Net Income $-6,631 $16,491 -1.4%
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

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Governance

Voting Members
49
Independent Members
49
Employees
4
Volunteers
49

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
3
$307,000
Total Directors
49
$0
Key Employees
2
$307,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kevin McCarthy President 40
Officer Key Emp Highest
$184,000 $0 $184,000
Jennifer Stielow Vice President 40
Officer Key Emp
$123,000 $0 $123,000
Michelle Bolton Director 1
Director
$0 $0 $0
Bill Molina Chairman 2
Director
$0 $0 $0
Bryon Williams 1st Vice Chairman 2
Director
$0 $0 $0
Jeff Mirasola 2nd Vice Chairman 2
Director
$0 $0 $0
Jasln Baran 3rd Vice Chairman 2.00
Director
$0 $0 $0
Phillip Bashaw Director 1
Director
$0 $0 $0
Susan Bittick Director 1
Director
$0 $0 $0
Jim Brodnax Director 1
Director
$0 $0 $0
James Busby Director 1
Director
$0 $0 $0
Matthew Clark Director 1
Director
$0 $0 $0
Rachel Aja Director 1
Director
$0 $0 $0
Lori Daniels Director 1
Director
$0 $0 $0
Kyle Cardita Director 1
Director
$0 $0 $0
Pat Derdenger Director 1
Director
$0 $0 $0
Michael DiMaria Director 1
Director
$0 $0 $0
Hugh Donahue Director 1
Director
$0 $0 $0
Steven Eddy Director 1
Director
$0 $0 $0
Michael Preston Green Director 1
Director
$0 $0 $0
Chad Heinrich Director 1
Director
$0 $0 $0
Jeremy Fry Director 1
Director
$0 $0 $0
Pat Irvine Director 1
Director
$0 $0 $0
Dawn Gabel Director 1
Director
$0 $0 $0
Gaylord Gagnon Director 1
Director
$0 $0 $0
Courtney LeVinus Director 1
Director
$0 $0 $0
Ed Hermes Director 1
Director
$0 $0 $0
Matthew Contorelli Director 1
Director
$0 $0 $0
John Malloy Director 1
Director
$0 $0 $0
Mike Levin Director 1
Director
$0 $0 $0
Jackson Moll Director 1
Director
$0 $0 $0
Jack McCain Director 1
Director
$0 $0 $0
Gary McDaniel Director 1
Director
$0 $0 $0
Aja Bas Director 1
Director
$0 $0 $0
Michael Vargas Director 1
Director
$0 $0 $0
Tait Rudd Director 1
Director
$0 $0 $0
Terry Ryan Director 1
Director
$0 $0 $0
Jeff Sandquist Director 1
Director
$0 $0 $0
John Worden Director 1
Director
$0 $0 $0
Rico Gonzales Director 1
Director
$0 $0 $0
Otto S Shill Director 1
Director
$0 $0 $0
Russell Smoldon Director 1
Director
$0 $0 $0
Heidi Thomas Director 1
Director
$0 $0 $0
Steve Trussell Director 1
Director
$0 $0 $0
Garrett Workman Director 1
Director
$0 $0 $0
Kelly Wilson Director 1
Director
$0 $0 $0
Todd Wynn Director 1
Director
$0 $0 $0
Richard Bark Director 1
Director
$0 $0 $0
Carlos Anguiano Director 1
Director
$0 $0 $0
Helen Heiden Director 1
Director
$0 $0 $0
Danna Day Director 1
Director
$0 $0 $0
David Minard Sec/Treasurer 1
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 No data No data No data No data
2024 No data No data No data No data
2023 $529,214 $535,845 $215,547 $-6,631
2022 $506,088 $489,597 $225,877 $16,491
2021 $549,361 $545,093 $214,797 $4,268
2020 $475,282 $501,967 $213,495 $-26,685
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