COMMUNITY INFORMATION & REFERRAL

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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

1979

Legal Domicile

Principal Officer

JUSTIN CHASE

Phone

6024274603

Tax Period

2017-07-01 to 2018-06-30

COMMUNITY INFORMATION & REFERRAL, founded in 1979, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2017. Expenses of $1.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

CIR TRANSFORMS LIVES BY LINKING INDIVIDUALS AND FAMILIES TO VITAL COMMUNITY SERVICES THROUGHOUT ARIZONA, TO PROVIDE HEALTH, HUMAN, AND COMMUNITY SERVICE INFORMATION AND REFERRALS.

Program Service Accomplishments

Program 1

Expenses: $551,901 Revenue: $101,185

HOMELESS MANAGMENT INFORMATION SYSTEMS (HMIS) IS A LOCAL INFORMATION TECHNOLOGY SYSTEM, USED TO COLLECT CLIENT-LEVEL DATA AND DATA ON THE PROVISION OF HOUSING AND SERVICES TO HOMELESS INDIVIDUALS...

HOMELESS MANAGMENT INFORMATION SYSTEMS (HMIS) IS A LOCAL INFORMATION TECHNOLOGY SYSTEM, USED TO COLLECT CLIENT-LEVEL DATA AND DATA ON THE PROVISION OF HOUSING AND SERVICES TO HOMELESS INDIVIDUALS, FAMILIES AND PERSONS AT RISK OF HOMELESSNESS. HMIS WORKS WITH THE MARICOPA COUNTY AND ARIZONA BALANCE OF STATE CONTINUUMS OF CARE.

Program 2

Expenses: $411,800 Revenue: $295,042

2-1-1 ARIZONA TRANSFORMS LIVES BY LINKING INDIVIDUALS AND FAMILIES TO VITAL COMMUNITY SERVICES. THROUGHOUT ARIZONA, 2-1-1 FULFILLS SERVICE REQUESTS AND REFERRALS FOR HEALTH AND HUMAN SERVICES THROUGH...

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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 (2017)

Revenue Breakdown

Contributions & Grants $697,739

Program Service Revenue $395,127

Investment Income $948

Other Revenue $1,100

TOTAL REVENUE $1,094,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $545,896

Fundraising Expenses $0

Program Expenses $963,701

Other Expenses $786,254

TOTAL EXPENSES $1,332,150

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,094,914	$1,115,924	0.0%
Expenses	$1,332,150	$1,185,668	+0.1%
Net Income	$-237,236	$-69,744	+2.4%

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

$525,298

Total Directors

Key Employees

$214,540

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE TEMME	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK FITZGERALD	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULINE CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS BOURGEOIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNA MARIA MALDONADO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN PIEPER	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH BENATAR	TREASURER	1.00	Officer Director	$0	$0	$0
JUSTIN CHASE	CEO	8.00	Officer	$0	$26,091	$231,815
BRENT KAMINSKY	CFO	8.00	Officer	$0	$0	$0
CECILIA BOWMAN	CFO (THRU 2/18)	8.00	Officer	$0	$12,734	$145,747
ANDREW ERWIN	COO	8.00	Officer	$0	$12,717	$147,736
BAHAR GOLESTAN	CMO	0.00	Key Emp	$0	$7,307	$214,540
ALMA ZAVALA	CXO	8.00	Highest	$0	$5,167	$129,346
RACHAEL PETERSON	VP HR	8.00	Highest	$0	$4,072	$105,869
SARAH SCHOL	SR DIRECTOR CALL CENTER OPS	8.00	Highest	$0	$10,558	$110,604
JOEL CONGER	VP STRATEGY	8.00	Highest	$0	$21,804	$131,862
MARY REA	SR DIRECTOR DEVELOPMENT	40.00	Highest	$0	$5,354	$105,388

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
2018	$1,094,914	$1,332,150	$342,238	$-237,236