Arizona Association for Gifted and Talented (EIN 860310052) - 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

1977

Legal Domicile

Principal Officer

PETER LAING

Phone

6028821848

Tax Period

2023-10-01 to 2024-09-30

Arizona Association for Gifted and Talented, founded in 1977, is a small nonprofit that reported $219K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO ADVOCATE FOR THE DIVERSE POPULATION OF GIFTED AND TALENTED STUDENTS IN THE STATE OF 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 (2023)

Revenue Breakdown

Contributions & Grants $629

Program Service Revenue $216,629

Investment Income $856

Other Revenue $1,200

TOTAL REVENUE $219,314

Expense Breakdown

Grants Paid $700

Salaries & Benefits $33,000

Fundraising Expenses $8,104

Program Expenses $178,769

Other Expenses $183,334

TOTAL EXPENSES $217,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,314	$186,185	+0.2%
Expenses	$217,034	$242,968	-0.1%
Net Income	$2,280	$-56,783	-1.0%

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

N/A

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

Total Directors

$34,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Pace	Executive Director	020.00	Director	$34,700	$0	$34,700
Vicki Greer	President	005.00	Officer Director	$0	$0	$0
Rebekah West Keur	Vice President	005.00	Officer Director	$0	$0	$0
Michele Thelen	Secretary	005.00	Officer Director	$0	$0	$0
Peter Laing	Treasurer started 02/01/24	005.00	Officer Director	$0	$0	$0
Stephanie Newitt	Past President	005.00	Officer Director	$0	$0	$0
Helen Freeman	Director	003.00	Director	$0	$0	$0
Jessica Zimmerman	Director	003.00	Director	$0	$0	$0
Kim Zener	Director	003.00	Director	$0	$0	$0
Marianne Landrith	Director	003.00	Director	$0	$0	$0
Michael Butts	Director	003.00	Director	$0	$0	$0
Rowe Van Meter	Director	003.00	Director	$0	$0	$0
Kari Sjursen	Director started 02/01/24	003.00	Director	$0	$0	$0
Homero Chavez	Director started 02/01/24	003.00	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	$219,314	$217,034	$300,062	$2,280

Arizona Association for Gifted and Talented