PRESCOTT VALLEY ECONOMIC DEVELOPMENT FOUNDATION (EIN 860848640) - 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

2000

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

PRESCOTT VALLEY ECONOMIC DEVELOPMENT FOUNDATION, founded in 2000, is a micro nonprofit that reported $8K in total revenue in fiscal year 2023. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $63K exceeded revenue, resulting in a 703% operating deficit.

Mission

THE GOAL OF THE ORGANIZATION IS TO INCREASE THE STANDARD OF LIVING FOR THE RESIDENTS OF PRESCOTT VALLEY, AZ BY BRINGING NEW NON-RETAIL COMMERCIAL BUSINESSES TO THE PRESCOTT VALLEY AREA. THESE BUSINESSES PROVIDE NEW JOBS FOR THE RESIDENTS AND STIMULATE THE LOCAL ECONOMY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $7,813

Other Revenue $0

TOTAL REVENUE $7,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $443

Fundraising Expenses $0

Other Expenses $62,299

TOTAL EXPENSES $62,742

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,813	$136,815	-0.9%
Expenses	$62,742	$187,094	-0.7%
Net Income	$-54,929	$-50,279	+0.1%

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	Role	Reportable Comp	Other Comp	Total
LANE KOEHL	DIRECTOR	Director	$0	$0	$0
MACKENZIE RODGERS	DIRECTOR	Director	$0	$0	$0
DANIELLE RICKERT	DIRECTOR	Director	$0	$0	$0
JOHN POTHAST	DIRECTOR	Director	$0	$0	$0
RON FAIN	DIRECTOR	Director	$0	$0	$0
LISA RHINE	DIRECTOR	Director	$0	$0	$0
JERI A KOOIMAN	CHAIRWOMAN	Officer Director	$0	$0	$0
MIKE DAILEY	TREASURER	Officer 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
2024	$7,813	$62,742	$144,951	$-54,929
2023	$136,815	$187,094	$199,926	$-50,279
2022	$272,697	$285,110	$250,546	$-12,413
2021	$280,203	$265,912	$263,434	$14,291
2020	$293,567	$260,209	$252,575	$33,358
2019	$271,567	$251,773	$218,792	$19,794
2018	$251,301	$250,695	$195,724	$606

PRESCOTT VALLEY ECONOMIC DEVELOPMENT FOUNDATION