UNITED WAY OF NORTHERN ARIZONA INC (EIN 860211666) - 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

1967

Legal Domicile

Principal Officer

ELIZABETH ARCHULETA

Phone

9287739813

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF NORTHERN ARIZONA INC, founded in 1967, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 3% surplus.

Mission

IMPROVING LIVES BY MOBILIZING COMMUNITIES TO CREATE LASTING CHANGES IN COMMUNITY CONDITIONS. WE BELIEVE IN THE POWER AND POTENTIAL OF SUCCESSFUL, RESILIENT YOUTH TO CREATE THRIVING COMMUNITIES.

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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 $1,966,413

Program Service Revenue $0

Investment Income $103,870

Other Revenue $141,181

TOTAL REVENUE $2,211,464

Expense Breakdown

Grants Paid $1,222,861

Salaries & Benefits $362,327

Fundraising Expenses $167,966

Program Expenses $1,873,204

Other Expenses $550,991

TOTAL EXPENSES $2,136,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,211,464	$2,097,324	+0.1%
Expenses	$2,136,179	$1,938,608	+0.1%
Net Income	$75,285	$158,716	-0.5%

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

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

$142,966

Total Directors

$142,966

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH ARCHULETA	PRESIDENTCEO	40.00	Officer Director	$142,966	$0	$142,966
SCOTT PETTITT	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA MAHER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PENCA	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELLA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TODD PARKER	DIRECTOR	1.00	Director	$0	$0	$0
ARMANDO RUIZ	BOARD CHAIR	1.00	Director	$0	$0	$0
ERIC HEISER	DIRECTOR	1.00	Director	$0	$0	$0
MARK COX	AGENCY REP	1.00	Director	$0	$0	$0
ANDY BERTELSEN	DIRECTOR	1.00	Director	$0	$0	$0
SANDI ERNST-PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
RAMON MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
LIBERTY URIAS	TREASURER	1.00	Director	$0	$0	$0
TREY HUDSON	DIRECTOR	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	$2,211,464	$2,136,179	$3,511,245	$75,285
2024	$2,097,324	$1,938,608	$3,317,634	$158,716
2023	$2,128,286	$2,089,191	$2,974,899	$39,095
2022	$2,011,678	$1,761,293	$3,327,198	$250,385
2021	$2,403,437	$2,084,454	$2,958,859	$318,983
2020	$2,853,293	$2,363,945	$2,410,407	$489,348
2019	$2,328,143	$2,353,352	$1,763,312	$-25,209
2018	$2,222,844	$2,464,978	$1,500,352	$-242,134

UNITED WAY OF NORTHERN ARIZONA INC