THE ARIZONA SENIOR ACADEMY (EIN 860748530) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

TIM SCHIFFER

Tax Period

2023-01-01 to 2023-12-31

THE ARIZONA SENIOR ACADEMY, founded in 1993, is a small nonprofit in the Unknown sector that reported $296K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $273K left a modest 8% surplus.

Mission

SPONSORING CHARITABLE, EDUCATIONAL, SCHOLARLY, CULTURAL, AND ARTISTIC ACTIVITIES FOR THE GENERAL PUBLIC AND PROVIDING ACTIVE RETIREES WITH AN INTELLECTUAL SETTING TO STIMULATE AND FOSTER CREATIVITY. ITS SUPPORT ORGANIZAITON, ASC, PROVIDES HEALTHCARE SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $284,871

Program Service Revenue $1,071

Investment Income $10,551

Other Revenue $0

TOTAL REVENUE $296,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,047

Fundraising Expenses $0

Program Expenses $139,127

Other Expenses $212,188

TOTAL EXPENSES $273,235

Year-over-Year Comparison

	2023	2022	Change
Revenue	$296,493	$223,059	+0.3%
Expenses	$273,235	$238,397	+0.1%
Net Income	$23,258	$-15,338	-2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN C INSEL	DIRECTOR	1.00	Director	$0	$0	$0
STAN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
BILL MCCOURT	DIRECTOR	1.00	Director	$0	$0	$0
DIANE ASHTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS EUSTIS	EX OFFICIO ACADEMY VILLAGE HO	1.00	Director	$0	$0	$0
BRAD ANDERSON	VICE CHAIRPERSON	1.50	Director	$0	$0	$0
DAVID HOOK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CARRUTH	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE A WRIGHT	CHAIRPERSON	2.00	Director	$0	$0	$0
ALAIN-PHILIPPE DURAND	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
GARY D FENSTERMACHER	EX OFFICIO ASC REPRESENTATIVE	2.50	Director	$0	$0	$0
TIM SCHIFFER	PRESIDENT	2.50	Officer Director	$0	$0	$0
ANN RATCLIFF	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM TRAVIS	DIRECTOR	1.00		$0	$0	$0
THOMAS CONLEY	TREASURER	1.00		$0	$0	$0
JENNIFER BRODEN	TREASURER	1.00		$0	$0	$0
KRISTIN MURRAY	DIRECTOR	1.00		$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
2024	No data	No data	No data	No data
2023	$296,493	$273,235	$1,124,533	$23,258
2022	$223,059	$238,397	$1,087,336	$-15,338
2021	$236,481	$223,486	$1,127,334	$12,995
2020	$239,185	$225,662	$1,126,211	$13,523
2019	$216,878	$241,821	$1,122,747	$-24,943

THE ARIZONA SENIOR ACADEMY