ARIZONA INVESTMENT COUNCIL

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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

1994

Legal Domicile

Principal Officer

GARY YAQUINTO

Phone

6022579200

Tax Period

2018-01-01 to 2018-12-31

ARIZONA INVESTMENT COUNCIL, founded in 1994, is a small nonprofit that reported $167K in total revenue in fiscal year 2018. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $280K exceeded revenue, resulting in a 68% operating deficit.

Mission

TO MAXIMIZE THE INFLUENCE OF UTILITY INVESTORS ON PUBLIC POLICIES AND GOVERNMENTAL ACTIONS THAT MAY HAVE AN IMPACT THE WELL-BEING OF INVESTORS AND THEIR UTILITY INVESTMENTS AS WELL AS SUPPORT OF INFRASTRUCTURE DEVELOPMENT IN THE STATE OF ARIZONA.

Program Service Accomplishments

Program 1

THE ASSOCIATION MAILS BROCHURES, NEWLETTERS AND OTHER INFORMATION TO SHAREHOLDERS OF PUBLICALLY HELD ARIZONA UTILITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $164,580

Program Service Revenue $0

Investment Income $-1,562

Other Revenue $3,864

TOTAL REVENUE $166,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,561

Fundraising Expenses $0

Other Expenses $84,128

TOTAL EXPENSES $279,689

Year-over-Year Comparison

	2018	2017	Change
Revenue	$166,882	$329,066	-0.5%
Expenses	$279,689	$356,981	-0.2%
Net Income	$-112,807	$-27,915	+3.0%

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
DICK FOREMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
ERIKA HANSON	VICE CHAIRMAN	0.00	Director	$0	$0	$0
KEN BENNETT	BOARD MEMBER	0.00	Director	$0	$0	$0
ELLIOTT HIBBS	BOARD MEMBER	0.00	Director	$0	$0	$0
WENDY FELDMAN-KERR	BOARD MEMBER	0.00	Director	$0	$0	$0
MIKE GRANT	BOARD SECRETARY	0.00	Director	$0	$0	$0
JACK LUNSFORD	BOARD CHAIR	0.00	Director	$0	$0	$0
GARY YAQUINTO	PRESIDENT	40.00	Highest	$130,273	$25,385	$155,658

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
2018	$166,882	$279,689	No data	$-112,807