THE PAKIS FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION (EIN 860846617) - 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

1996

Legal Domicile

Principal Officer

FREDERICK M PAKIS

Phone

6023811400

Tax Period

2024-04-01 to 2025-03-31

THE PAKIS FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 10% surplus.

Mission

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS THE ARIZONA COMMUNITY FOUNDATION, INC. REMAINS A QUALIFIED ORGANIZATION.

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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 $0

Program Service Revenue $0

Investment Income $1,183,043

Other Revenue $0

TOTAL REVENUE $1,183,043

Expense Breakdown

Grants Paid $977,000

Salaries & Benefits $0

Fundraising Expenses $242

Program Expenses $977,000

Other Expenses $85,174

TOTAL EXPENSES $1,062,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,183,043	$1,087,825	+0.1%
Expenses	$1,062,174	$857,080	+0.2%
Net Income	$120,869	$230,745	-0.5%

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

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

$750,139

Total Directors

$488,140

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK PAKIS	CHARIMAN	1.00	Officer Director	$0	$0	$0
COURTNEY SHELDON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIM COVINGTON	DIRECTOR	1.00	Director	$0	$27,204	$196,658
LISA DANCSOK	DIRECTOR (THRU 05/2024)	1.00	Director	$0	$11,455	$145,005
MORGAN BISHOP FRASER	DIRECTOR	1.00	Director	$0	$8,727	$146,477
DON GOLDMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOAN LOWELL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN A MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY PAKIS	DIRECTOR	1.00	Director	$0	$0	$0
GRANT PAKIS	DIRECTOR	1.00	Director	$0	$0	$0
VALENTINE PAKIS	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MARIA CHAVEZ	PRESIDENT	1.00	Officer	$0	$21,708	$594,208
STEPHANIE HARRER	SECRETARY & TREASURER	1.00	Officer	$0	$8,866	$155,931

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	$1,183,043	$1,062,174	$22,163,867	$120,869
2024	$1,087,825	$857,080	$21,919,296	$230,745
2023	$483,499	$753,868	$20,152,825	$-270,369
2022	$1,735,099	$1,798,987	$21,971,995	$-63,888
2021	$1,276,707	$1,613,283	$23,139,948	$-336,576
2020	$1,266,823	$1,249,879	$18,117,186	$16,944
2019	$677,021	$1,097,976	$20,225,737	$-420,955
2018	$741,025	$854,700	$20,804,385	$-113,675

THE PAKIS FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION