ARIZONA HEALTH CARE ASSOCIATION INC (EIN 860227208) - 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

1953

Legal Domicile

Principal Officer

DAVID A VOEPEL

Phone

6022655331

Tax Period

2023-01-01 to 2023-12-31

ARIZONA HEALTH CARE ASSOCIATION INC, founded in 1953, is a mid-sized nonprofit that reported $12.1M in total revenue in fiscal year 2023. Revenue surged 171% from the prior year, signaling strong growth momentum. Expenses of $11.6M left a modest 4% surplus.

Mission

IMPROVING LIVES IN ARIZONA BY DELIVERING SOLUTIONS FOR QUALITY CARE.

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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 $10,107,728

Program Service Revenue $1,897,272

Investment Income $53,883

Other Revenue $40,000

TOTAL REVENUE $12,098,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,090,107

Fundraising Expenses $0

Other Expenses $10,476,623

TOTAL EXPENSES $11,566,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,098,883	$4,464,539	+1.7%
Expenses	$11,566,730	$4,426,828	+1.6%
Net Income	$532,153	$37,711	+13.1%

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

100

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

$501,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID A VOEPEL	EXECUTIVE DIRECTOR/CEO	40.00	Officer	$303,933	$24,849	$328,782
FRANK CARUSO	DIR. OF FINANCE & OPERATIONS	40.00	Officer	$155,341	$17,834	$173,175
JEFF BARRETT	DIR. OF WORKFORCE DEVELOPMENT	40.00	Highest	$141,052	$17,332	$158,384
KAY HUFF	DIR. OF QUALITY & REGULATION	40.00	Highest	$131,734	$4,581	$136,315
KRYSTEN DOBSON	DIR. OF EDUCATION & GRANT MANAGEMENT	40.00	Highest	$115,750	$16,456	$132,206
BRETT ROBERTSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
HEATHER FRIEBUS	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
KELLY BOJORQUEZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KRISTOPHER WOOLLEY	SECRETARY/ TREASURER	2.00	Officer Director	$0	$0	$0
BRIAN ELISON	BUSINESS AFFILIATE DIRECTOR	2.00	Director	$0	$0	$0
AMY MALKIN	REGION 2 DIRECTOR	2.00	Director	$0	$0	$0
DAVID STARRETT	REGION 1 DIRECTOR	2.00	Director	$0	$0	$0
JEREMY BOWEN	REGION 3 DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN OTT	REGION 3 DIRECTOR	2.00	Director	$0	$0	$0
LISA LEVEQUE	REGION 1 DIRECTOR	2.00	Director	$0	$0	$0
MASON HUNTER	REGION 3 DIRECTOR	2.00	Director	$0	$0	$0
NIGEL SANTIAGO	REGION 1 DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$12,098,883	$11,566,730	$3,082,218	$532,153
2022	$4,464,539	$4,426,828	$3,751,072	$37,711
2021	$2,741,975	$2,638,436	$2,354,303	$103,539
2020	$2,514,548	$2,384,865	$1,992,323	$129,683
2019	$2,344,049	$2,334,848	$1,665,148	$9,201
2018	$1,334,813	$1,443,943	$1,399,336	$-109,130

ARIZONA HEALTH CARE ASSOCIATION INC