ARIZONA RETIREMENT HOME OF SCOTTSDALE C/O BILTMORE PROPERTIES (EIN 860456124) - 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

1983

Legal Domicile

Principal Officer

MARK LISTON

Phone

6029970013

Tax Period

2023-01-01 to 2023-12-21

ARIZONA RETIREMENT HOME OF SCOTTSDALE C/O BILTMORE PROPERTIES, founded in 1983, is a community nonprofit that reported $6.6M in total revenue in fiscal year 2023. Revenue surged 1202% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 17% operating margin.

Mission

TO PROVIDE LOW INCOME HOUSING FOR ELDERLY AND HANDICAPPED PERSONS.

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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 $0

Program Service Revenue $278,207

Investment Income $6,344,049

Other Revenue $0

TOTAL REVENUE $6,622,256

Expense Breakdown

Grants Paid $5,288,651

Salaries & Benefits $58,320

Fundraising Expenses $0

Program Expenses $5,477,029

Other Expenses $177,920

TOTAL EXPENSES $5,524,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,622,256	$508,442	+12.0%
Expenses	$5,524,891	$472,370	+10.7%
Net Income	$1,097,365	$36,072	+29.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK LISTON	PRESIDENT	0.30	Officer Director	$0	$0	$0
RUTH LISTON	SECRETARY	0.30	Officer Director	$0	$0	$0
MARV FABER	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
CHARLOTTE BAKKER	DIRECTOR	0.30	Director	$0	$0	$0
RICHARD BRUMMETT	DIRECTOR	0.30	Director	$0	$0	$0
PATRICK SMITH	DIRECTOR	0.30	Director	$0	$0	$0
LUCAS BRUXVOORT	DIRECTOR	0.30	Director	$0	$0	$0
DEAN KREDIT	DIRECTOR	0.30	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
2023	$6,622,256	$5,524,891	No data	$1,097,365
2022	$508,442	$472,370	$1,003,705	$36,072
2021	$487,517	$404,382	$963,009	$83,135
2020	$499,495	$407,340	$909,681	$92,155
2019	$476,265	$419,987	$870,513	$56,278
2018	$492,944	$442,330	$859,856	$50,614

ARIZONA RETIREMENT HOME OF SCOTTSDALE C/O BILTMORE PROPERTIES