THE ROTARY VOCATIONAL FUND OF ARIZO (EIN 860632646) - 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

1991

Legal Domicile

Phone

6023212750

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY VOCATIONAL FUND OF ARIZO, founded in 1991, is a small nonprofit in the Human Services sector that reported $281K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $112K, a strong 40% operating margin.

Mission

PROVIDE VOCATIONAL EDUCATION SCHOLARSHIPS TO ARIZONA RESIDENTS WITH FINANCIAL NEEDS.

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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 $277,149

Program Service Revenue $0

Investment Income $3,526

Other Revenue $0

TOTAL REVENUE $280,675

Expense Breakdown

Grants Paid $150,827

Salaries & Benefits $0

Fundraising Expenses $10,588

Program Expenses $152,106

Other Expenses $17,529

TOTAL EXPENSES $168,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,675	$250,376	+0.1%
Expenses	$168,356	$334,880	-0.5%
Net Income	$112,319	$-84,504	-2.3%

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

N/A

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
HELEN JEAN MORGAN	CHAIRMAN	10.00	Director	$0	$0	$0
ROBERT WHITE	DIRECTOR	10.00	Director	$0	$0	$0
CAROL HESS	DIRECTOR	10.00	Director	$0	$0	$0
ROBERT BISHOP	DIRECTOR	10.00	Director	$0	$0	$0
MICHELLE HOLCOMB	DIRECTOR	10.00	Director	$0	$0	$0
CHARLIE TEGARDEN	DIRECTOR	10.00	Director	$0	$0	$0
FRED MUTHARD	DIRECTOR	10.00	Director	$0	$0	$0
DIANE VENTURA-GOODYEAR	DIRECTOR	10.00	Director	$0	$0	$0
ALLAN CADY	PRESIDENT	10.00	Officer	$0	$0	$0
ADRIA POINDEXTER	SECRETARY	10.00	Officer	$0	$0	$0
MIKE JACOBY	TREASURER	10.00	Officer	$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	$280,675	$168,356	$231,423	$112,319
2024	$250,376	$334,880	$117,104	$-84,504
2023	$278,529	$196,556	$201,608	$81,973
2022	$235,334	$272,068	$119,635	$-36,734
2021	$264,758	$250,249	$156,369	$14,509

THE ROTARY VOCATIONAL FUND OF ARIZO