Arizona Assisted Living Federation of America (EIN 860878321) - 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

KAREN BARNO

Phone

6023220100

Tax Period

2023-01-01 to 2023-12-31

Arizona Assisted Living Federation of America, founded in 1997, is a small nonprofit that reported $672K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

AZ ALFA provides information and education for Arizonas seniors, and advocates for their right to independence, privacy, and choice, including their right to choose where they want to live.

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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 $63,492

Program Service Revenue $603,608

Investment Income $3,751

Other Revenue $1,015

TOTAL REVENUE $671,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,689

Fundraising Expenses $0

Other Expenses $404,344

TOTAL EXPENSES $659,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$671,866	$531,613	+0.3%
Expenses	$659,033	$559,746	+0.2%
Net Income	$12,833	$-28,133	-1.5%

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

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

$128,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Barno	CEO	050.00	Officer	$128,750	$0	$128,750
Eve Nettles	Board Chair	002.00	Officer Director	$0	$0	$0
Scott McCutcheon	Vice Chair	000.25	Officer Director	$0	$0	$0
Julia Colangelo	Secretary	000.25	Officer Director	$0	$0	$0
Jon Scott Williams	Treasurer	000.25	Officer Director	$0	$0	$0
Darrion Brown	Director	000.25	Director	$0	$0	$0
Andrew Sheppard	Director	000.25	Director	$0	$0	$0
Kirk Brooks	Director	000.25	Director	$0	$0	$0
Tracey Colburn	Director	000.25	Director	$0	$0	$0
Dax Howard	Director	000.25	Director	$0	$0	$0
Melanie Seamans	Director	000.25	Director	$0	$0	$0
Rhonda Thiel	Director	000.25	Director	$0	$0	$0
Diane Iacobbuci	Director	000.25	Director	$0	$0	$0
Bonnie Wood	Director	000.25	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	No data	No data	No data	No data
2023	$671,866	$659,033	$127,781	$12,833
2022	$531,613	$559,746	$115,463	$-28,133
2021	$446,900	$460,202	$135,871	$-13,302
2020	$460,336	$426,100	$132,877	$34,236
2019	$537,362	$562,984	$103,396	$-25,622
2018	$493,249	$453,915	$128,193	$39,334

Arizona Assisted Living Federation of America