Old Fort Lowell NBHD Assoc Inc (EIN 860460097) - 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

1982

Legal Domicile

Principal Officer

Elaine HIll

Phone

5204490749

Tax Period

2024-06-01 to 2025-05-31

Old Fort Lowell NBHD Assoc Inc, founded in 1982, is a small nonprofit that reported $110K in total revenue in fiscal year 2024. Revenue surged 1494% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 66% operating margin.

Mission

Conducts neighborhood and community activities. Preserves and maintains the San Pedro Chapel as an historic landmark and community center. Preserves the Fort Lowell Cemetery. Encourages revitalization, preservation and awareness of the neighborhood's distinctive character and historic features.

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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 $39,398

Program Service Revenue $0

Investment Income $82,722

Other Revenue $-11,900

TOTAL REVENUE $110,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,635

Program Expenses $28,538

Other Expenses $36,527

TOTAL EXPENSES $37,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,220	$6,914	+14.9%
Expenses	$37,434	$22,378	+0.7%
Net Income	$72,786	$-15,464	-5.7%

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

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

Total Directors

$11,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia DeConcini	Director	1.00	Director	$11,500	$0	$11,500
Elaine Hill	President	30.00	Officer Director	$0	$0	$0
Kimberly Larson	Secretary	1.00	Officer Director	$0	$0	$0
Barbara Crews	Director	1.00	Director	$0	$0	$0
Mike Grassinger	Vice President	6.00	Officer Director	$0	$0	$0
Kirsten Kirosec	Director	2.00	Director	$0	$0	$0
Robert Chavez	Director	1.00	Director	$0	$0	$0
Julia DeConcini	Director	1.00	Director	$0	$0	$0
Nanci Freedberg	Director	1.00	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
2025	$110,220	$37,434	$704,196	$72,786
2024	$6,914	$22,378	$1,214,000	$-15,464
2023	$41,657	$87,775	$1,241,862	$-46,118
2022	$182,380	$86,953	$1,299,519	$95,427
2021	$52,271	$82,236	$604,092	$-29,965
2020	$87,543	$95,507	$636,182	$-7,964
2019	$85,116	$66,313	$642,271	$18,803

Old Fort Lowell NBHD Assoc Inc