THE SONORAN INSTITUTE INC (EIN 860684610) - 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

1990

Legal Domicile

Principal Officer

DAN KIMBALL

Phone

5202900828

Tax Period

2024-07-01 to 2025-06-30

THE SONORAN INSTITUTE INC, founded in 1990, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

THE SONORAN INSTITUTE'S MISSION IS TO CONNECT PEOPLE AND COMMUNITIES WITH THE NATURAL RESOURCES THAT NOURISH AND SUSTAIN THEM. WE WORK AT THE NEXUS OF COMMERCE, COMMUNITY, AND CONSERVATION TO HELP PEOPLE IN THE NORTH AMERICAN WEST BUILD THE COMMUNITIES THEY WANT TO LIVE IN WHILE PRESERVING THE VALUES WHICH BROUGHT THEM HERE. WE ENVISION A WEST WHERE CIVIL DIALOGUE AND COLLABORATION ARE HALLMARKS OF DECISION MAKING, WHERE PEOPLE AND WILDLIFE LIVE IN HARMONY, AND WHERE CLEAN WATER, AIR, AND ENERGY ARE ASSURED.

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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 $3,031,354

Program Service Revenue $1,515,803

Investment Income $162,994

Other Revenue $-10,435

TOTAL REVENUE $4,699,716

Expense Breakdown

Grants Paid $123,891

Salaries & Benefits $2,250,246

Fundraising Expenses $304,122

Program Expenses $4,199,098

Other Expenses $2,603,346

TOTAL EXPENSES $4,977,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,699,716	$3,986,346	+0.2%
Expenses	$4,977,483	$4,335,766	+0.1%
Net Income	$-277,767	$-349,420	-0.2%

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

$315,393

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ZELLNER	CEO	40.00	Officer	$163,069	$10,442	$173,511
KIM EGITA	CFAO	40.00	Officer	$132,028	$9,854	$141,882
DAN KIMBALL	CHAIR	1.75	Officer Director	$0	$0	$0
JOE KALT	VICE CHAIR	1.75	Officer Director	$0	$0	$0
LAURINDA OSWALD	SECRETARY	1.75	Officer Director	$0	$0	$0
MATT TEETERS	TREASURER	1.75	Officer Director	$0	$0	$0
KEN ABRAHAMS	DIRECTOR	1.75	Director	$0	$0	$0
DAVID BAUMGARTEN	DIRECTOR	1.75	Director	$0	$0	$0
SKYLAR BEGAY	DIRECTOR	0.30	Director	$0	$0	$0
ALAN DENNIS	DIRECTOR	1.00	Director	$0	$0	$0
CESAR PONCE GAMEZ	DIRECTOR	0.30	Director	$0	$0	$0
ANNA HILL PRICE	DIRECTOR	1.75	Director	$0	$0	$0
LINDA FRIAR	DIRECTOR	0.30	Director	$0	$0	$0
ALLISON GREEN	DIRECTOR	1.75	Director	$0	$0	$0
BARBARA GREEN	DIRECTOR	1.75	Director	$0	$0	$0
LEE LEACHMAN	DIRECTOR	1.75	Director	$0	$0	$0
GABRIELA LUKEN MARCE	DIRECTOR	0.25	Director	$0	$0	$0
ANNA MURVEIT	DIRECTOR	1.75	Director	$0	$0	$0
LORETTA PINEDA	DIRECTOR	0.30	Director	$0	$0	$0
TIM QUINN	DIRECTOR	0.30	Director	$0	$0	$0
ROBERTO SALMON	DIRECTOR	0.30	Director	$0	$0	$0
RICHARD SCHAEFER	DIRECTOR	1.75	Director	$0	$0	$0
SHAINA SHAY	DIRECTOR	0.30	Director	$0	$0	$0
DAVID WEGNER	DIRECTOR	1.75	Director	$0	$0	$0
KRISTINE ZEIGLER	DIRECTOR	1.30	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
2025	$4,699,716	$4,977,483	$4,430,981	$-277,767
2024	$3,986,346	$4,335,766	$4,849,731	$-349,420
2023	$4,076,822	$2,800,903	$5,311,182	$1,275,919
2022	$2,966,869	$2,689,470	$4,032,418	$277,399
2021	$2,802,180	$2,630,704	$4,156,503	$171,476
2020	$3,557,494	$3,425,612	$3,846,644	$131,882
2019	$2,828,161	$3,108,809	$3,062,150	$-280,648
2018	$3,269,725	$3,319,578	$2,847,169	$-49,853

THE SONORAN INSTITUTE INC