ARIZONA COMMUNITY FOUNDATION (EIN 860348306) - 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

1978

Legal Domicile

Principal Officer

ANNA MARIA CHAVEZ

Phone

6023811400

Tax Period

2024-04-01 to 2025-03-31

ARIZONA COMMUNITY FOUNDATION, founded in 1978, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $202.5M in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80.5M, a strong 40% operating margin.

Mission

TO LEAD, SERVE AND COLLABORATE TO MOBILIZE ENDURING PHILANTHROPY FOR A BETTER 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 (2024)

Revenue Breakdown

Contributions & Grants $149,400,536

Program Service Revenue $3,198,110

Investment Income $49,642,515

Other Revenue $262,151

TOTAL REVENUE $202,503,312

Expense Breakdown

Grants Paid $100,478,934

Salaries & Benefits $9,831,712

Fundraising Expenses $3,514,952

Program Expenses $110,633,483

Other Expenses $11,711,704

TOTAL EXPENSES $122,022,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,503,312	$95,243,334	+1.1%
Expenses	$122,022,350	$94,743,125	+0.3%
Net Income	$80,480,962	$500,209	+159.9%

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

111

Volunteers

921

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

$973,808

Total Directors

$594,208

Key Employees

$553,482

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA MARIA CHAVEZ	PRESIDENT & CEO	45.00	Officer Director	$572,500	$21,708	$594,208
LEEZIE KIM	CHAIR	1.00	Officer Director	$0	$0	$0
CHARLEY FREERICKS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RUFUS GLASPER	TREASURER	1.00	Officer Director	$0	$0	$0
HEIDI JANNENGA	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBBIN COULON	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
JIM AMEDURI	DIRECTOR	1.00	Director	$0	$0	$0
LON BABBY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BETTS	DIRECTOR	1.00	Director	$0	$0	$0
NOREEN BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
MARK BOHN	DIRECTOR	1.00	Director	$0	$0	$0
DANNY BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA DUARTE	DIRECTOR	1.00	Director	$0	$0	$0
XAVIER GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE HALYARD	DIRECTOR	1.00	Director	$0	$0	$0
LEONARDO LOO	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE MAGO	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY MCLEOD	DIRECTOR	1.00	Director	$0	$0	$0
ANN MELSHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
MITCH MENCHACA	DIRECTOR	1.00	Director	$0	$0	$0
JACOB MOORE	DIRECTOR	1.00	Director	$0	$0	$0
BETTINA NAVA	DIRECTOR	1.00	Director	$0	$0	$0
MONICA NUVAMSA	DIRECTOR	1.00	Director	$0	$0	$0
DON OPATRNY	DIRECTOR	1.00	Director	$0	$0	$0
ESSEN OTU	DIRECTOR	1.00	Director	$0	$0	$0
MI-AI PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
EVE ROSS	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA SALAZAR	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY SHARETT	DIRECTOR	1.00	Director	$0	$0	$0
CURTISS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC NYSTROM	CHIEF OPERATING OFFICER	45.00	Officer	$350,379	$29,221	$379,600
MONICA BROWN	CHIEF PEOPLE OFFICER	45.00	Key Emp	$240,063	$6,751	$246,814
KIMBERLY KUR	CHIEF DEVELOPMENT OFFICER	45.00	Key Emp	$276,728	$29,940	$306,668
KIM COVINGTON	VP, STRATEGIC PARTNERSHIPS	45.00	Highest	$169,454	$27,204	$196,658
CASEY STEVENS	VP, INVESTMENTS	45.00	Highest	$158,557	$17,881	$176,438
LORENZO CHAVEZ EXECUTIVE	DIRECTOR, EDUCATION & SCHOLARSHIPS	45.00	Highest	$139,200	$19,046	$158,246
STEPHANIE HARRER	VP, CONTROLLER	45.00	Highest	$147,065	$8,866	$155,931
JACOB SHELLINGER	GENERAL COUNSEL	45.00	Highest	$138,140	$10,057	$148,197

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	$202,503,312	$122,022,350	$1,192,273,305	$80,480,962
2024	$95,243,334	$94,743,125	$1,113,813,609	$500,209
2023	$122,702,351	$97,952,708	$1,024,663,747	$24,749,643
2022	$211,703,650	$97,894,383	$1,066,072,012	$113,809,267
2021	$122,093,747	$93,500,574	$927,265,514	$28,593,173
2020	$106,808,500	$70,019,898	$711,496,623	$36,788,602
2019	$90,614,885	$63,732,770	$739,504,323	$26,882,115
2018	$129,771,443	$70,480,022	$717,217,361	$59,291,421

ARIZONA COMMUNITY FOUNDATION