ARIZONA FARM BUREAU FEDERATION (EIN 860086885) - 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

1937

Legal Domicile

Principal Officer

PHILIP BASHAW

Phone

4806353600

Tax Period

2023-10-01 to 2024-09-30

ARIZONA FARM BUREAU FEDERATION, founded in 1937, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Expenses of $3.2M left a modest 5% surplus.

Mission

PRESERVE AND IMPROVE THE AGRICULTURE INDUSTRY IN AZ, THROUGH (CONTINUED ON SCHEDULE O) EDUCATION, OUTREACH, AND POLITCAL ACTIVITIES.

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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 $51,251

Program Service Revenue $1,570,160

Investment Income $-189,326

Other Revenue $1,914,753

TOTAL REVENUE $3,346,838

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $1,907,699

Fundraising Expenses $0

Program Expenses $2,565,268

Other Expenses $1,260,270

TOTAL EXPENSES $3,182,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,346,838	$3,411,229	0.0%
Expenses	$3,182,969	$2,890,491	+0.1%
Net Income	$163,869	$520,738	-0.7%

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

$479,868

Total Directors

$327,744

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP BASHAW	CEO/SECRETARY	38.75	Officer Director	$192,601	$64,493	$257,094
STEFANIE SMALLHOUSE	PRESIDENT	5.00	Officer Director	$54,750	$0	$54,750
JOHN BOELTS	1ST VICE PRESIDENT	5.00	Officer Director	$600	$0	$600
RICHARD KENNEDY	2ND VICE PRESIDENT	5.00	Officer Director	$600	$0	$600
STEPHEN KLUMP	EXECUTIVE COMMITTEE MEMBER	5.00	Director	$900	$0	$900
SHARLA MORTIMER	EXECUTIVE COMMITTEE MEMBER	5.00	Director	$900	$0	$900
BENNY AJA	DIRECTOR	5.00	Director	$750	$0	$750
HAYLEY ANDRUS	DIRECTOR	5.00	Director	$900	$0	$900
DR SHANE BURGESS	DIRECTOR	5.00	Director	$0	$0	$0
NANCY CAYWOOD	DIRECTOR	5.00	Director	$450	$0	$450
REED FLAKE	DIRECTOR	5.00	Director	$900	$0	$900
SONIA GASHO	DIRECTOR	5.00	Director	$750	$0	$750
JAMES GOLDMAN	DIRECTOR	5.00	Director	$150	$0	$150
JORDAN JOHN	DIRECTOR	5.00	Director	$300	$0	$300
DEWAYNE JUSTICE	DIRECTOR	5.00	Director	$300	$0	$300
TY KELLY	DIRECTOR	5.00	Director	$900	$0	$900
NICHOLAS KENNY	DIRECTOR	5.00	Director	$0	$0	$0
SARAH KING	DIRECTOR	5.00	Director	$750	$0	$750
MYRLE MARLATT	DIRECTOR	5.00	Director	$900	$0	$900
ASHLEY MENGES	DIRECTOR	5.00	Director	$750	$0	$750
BENJAMIN MENGES	DIRECTOR	5.00	Director	$750	$0	$750
MARCOS MOORE	DIRECTOR	5.00	Director	$600	$0	$600
KRISTEN NELSON	DIRECTOR	5.00	Director	$0	$0	$0
ANGIE NEWBOLD	DIRECTOR	5.00	Director	$750	$0	$750
MICHAEL NORRIS	DIRECTOR	5.00	Director	$150	$0	$150
CLAYTON OVERSON	DIRECTOR	5.00	Director	$900	$0	$900
TIM PETERSEN	DIRECTOR	5.00	Director	$450	$0	$450
SHERRY SAYLOR	DIRECTOR	5.00	Director	$600	$0	$600
SHAWN WOOD	DIRECTOR	5.00	Director	$900	$0	$900
RONNA LINDSTROM	CFO	38.75	Officer	$131,749	$35,075	$166,824
CHAD SMITH	DIRECTOR OF GOVENRMENT RELATIONS	38.75	Highest	$123,057	$47,149	$170,206
JULIE MURPHREE	DIRECTOR OF COMMUNICATIONS	38.75	Highest	$128,942	$34,931	$163,873
KATHERINE AIKINS	DIRECTOR OF EDUCATION	38.75	Highest	$105,541	$36,817	$142,358

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	$3,346,838	$3,182,969	$13,709,756	$163,869
2023	$3,411,229	$2,890,491	$12,384,003	$520,738
2022	$2,936,319	$2,960,647	$11,587,749	$-24,328
2021	$2,905,635	$2,504,709	$12,596,150	$400,926
2020	$2,763,860	$2,434,076	$12,088,825	$329,784
2019	$2,940,400	$2,591,583	$11,625,445	$348,817
2018	$3,063,314	$2,235,810	$11,263,116	$827,504

ARIZONA FARM BUREAU FEDERATION