Southern Arizona AIDS Foundation (EIN 860864100) - 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

1997

Legal Domicile

Principal Officer

Patti Caldwell

Phone

5206287223

Tax Period

2023-07-01 to 2024-06-30

Southern Arizona AIDS Foundation, founded in 1997, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $17.7M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

To promote health, well-being, and social justice for those living with HIV, LGBTQ+ individuals, and communities marginalized by society.

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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 $13,384,331

Program Service Revenue $4,194,863

Investment Income $86,907

Other Revenue $10,260

TOTAL REVENUE $17,676,361

Expense Breakdown

Grants Paid $8,218,777

Salaries & Benefits $7,115,693

Fundraising Expenses $602,566

Program Expenses $15,598,852

Other Expenses $2,956,340

TOTAL EXPENSES $18,290,810

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,676,361	$13,016,995	+0.4%
Expenses	$18,290,810	$12,517,223	+0.5%
Net Income	$-614,449	$499,772	-2.2%

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

162

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

$526,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Wieland	Chair	1.00	Officer Director	$0	$0	$0
Lauren Smith	Presidnet	1.00	Officer Director	$0	$0	$0
Melissa Vito	President-Elect	1.00	Officer Director	$0	$0	$0
Scott Koenig	Treasurer	1.00	Officer Director	$0	$0	$0
Beth Myerson	Treasurer	1.00	Officer Director	$0	$0	$0
Cynthia Garcia	Secretary	1.00	Officer Director	$0	$0	$0
Marc Acuna	Director	1.00	Director	$0	$0	$0
Lauryn Bianco	Director	1.00	Director	$0	$0	$0
Lee Bucyk	Director	1.00	Director	$0	$0	$0
Patti Caldwell	Director	1.00	Director	$0	$0	$0
Joel Isais	Director	1.00	Director	$0	$0	$0
Beth Meyerson	Director	1.00	Director	$0	$0	$0
Pratichee Shukla	Director	1.00	Director	$0	$0	$0
Waco Starr	Director	1.00	Director	$0	$0	$0
Beth Frantz	Chief Executive Officer	40.00	Officer	$129,504	$12,004	$141,508
Kurt Tullar	Chief People and Culture Officer	40.00	Officer	$112,868	$5,456	$118,324
Monique Vallery	Chief Development Officer	40.00	Officer	$107,032	$8,952	$115,984
Tabitha Fox	Director of Finance and Operations	40.00	Officer	$141,923	$8,268	$150,191
Whitney Edwards	Nurse Practitioner	40.00	Highest	$119,954	$14,302	$134,256

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	No data	No data	No data	No data
2024	$17,676,361	$18,290,810	$10,000,651	$-614,449
2023	$13,016,995	$12,517,223	$9,604,006	$499,772
2022	$11,915,903	$11,596,489	$8,575,569	$319,414
2021	$13,228,637	$12,166,731	$8,102,898	$1,061,906
2020	$10,925,939	$11,053,105	$7,807,510	$-127,166
2020	$10,925,939	$11,053,105	$7,888,746	$-127,166
2019	$11,704,534	$11,093,044	$7,503,780	$611,490
2018	$11,859,561	$11,129,322	$7,101,387	$730,239

Southern Arizona AIDS Foundation