SOUTHERN ARIZONA LEADERSHIP COUNCIL INC (EIN 860879845) - 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

TED MAXWELL

Phone

5203277619

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN ARIZONA LEADERSHIP COUNCIL INC, founded in 1997, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

BUSINESS LEADERS COMMIT SKILLS & RESOURCES TO ENHANCE THE REGION'S QUALITY OF LIFE & ECONOMIC CLIMATE

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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 $1,000

Program Service Revenue $1,302,514

Investment Income $4,259

Other Revenue $0

TOTAL REVENUE $1,307,773

Expense Breakdown

Grants Paid $120,717

Salaries & Benefits $861,000

Fundraising Expenses $0

Other Expenses $407,126

TOTAL EXPENSES $1,388,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,307,773	$1,126,509	+0.2%
Expenses	$1,388,843	$1,182,982	+0.2%
Net Income	$-81,070	$-56,473	+0.4%

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

$628,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TED MAXWELL	PRESIDENT & CEO	40.00	Officer	$311,200	$11,648	$322,848
SHELLEY WATSON	SENIOR VICE PRESIDENT & COO	40.00	Officer	$182,620	$6,905	$189,525
ALLEN KINNISON	VICE PRESIDENT	40.00	Officer	$112,940	$2,893	$115,833
ALEJANDRO ANGEL	DIRECTOR	2.00	Director	$0	$0	$0
MARA ASPINALL	DIRECTOR	2.00	Director	$0	$0	$0
DANETTE BEWLEY	DIRECTOR	2.00	Director	$0	$0	$0
GARRY BRAV	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BRUMMUND	DIRECTOR	2.00	Director	$0	$0	$0
JAIME CHAMBERLAIN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID COHEN	DIRECTOR	2.00	Director	$0	$0	$0
MEL COHEN	DIRECTOR	2.00	Director	$0	$0	$0
PAT DECONCINI	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT DOUGLAS	DIRECTOR	2.00	Director	$0	$0	$0
EMILIA ELDRIDGE	DIRECTOR	2.00	Director	$0	$0	$0
EDMUNDO GAMILLO	DIRECTOR	2.00	Director	$0	$0	$0
JILL GERMAN	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN GRAY	DIRECTOR	2.00	Director	$0	$0	$0
MIKE HAMMOND	DIRECTOR	2.00	Director	$0	$0	$0
DUFF HEARON	DIRECTOR	2.00	Director	$0	$0	$0
TED HINDERAKER	DIRECTOR	2.00	Director	$0	$0	$0
NANCY JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD KAUFFMAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LAI	DIRECTOR	2.00	Director	$0	$0	$0
LEE LAMBERT	DIRECTOR	2.00	Director	$0	$0	$0
LISA LOVALLO	DIRECTOR	2.00	Director	$0	$0	$0
STEVE LYNN	DIRECTOR	2.00	Director	$0	$0	$0
EDMUND MARQUEZ	DIRECTOR	2.00	Director	$0	$0	$0
IAN MCDOWELL	DIRECTOR	2.00	Director	$0	$0	$0
TOM MCGOVERN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT ROBBINS	DIRECTOR	4.00	Director	$0	$0	$0
CALLINE SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
SARAH SMALLHOUSE	DIRECTOR	2.00	Director	$0	$0	$0
PHILLIP SWAIM	DIRECTOR	2.00	Director	$0	$0	$0
MONICA VARGAS-MAHAR	DIRECTOR	2.00	Director	$0	$0	$0
JUDY WOOD	DIRECTOR	2.00	Director	$0	$0	$0
ROB DRAPER	CHAIR	2.00	Officer Director	$0	$0	$0
CRISTIE STREET	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DON BOURN	SECRETARY	2.00	Officer Director	$0	$0	$0
MIMI COOMLER	TREASURER	2.00	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	No data	No data	No data	No data
2023	$1,307,773	$1,388,843	$559,809	$-81,070
2022	$1,126,509	$1,182,982	$1,485,433	$-56,473
2021	$981,675	$949,397	$1,637,001	$32,278
2020	$966,457	$900,400	$1,510,204	$66,057
2019	$975,032	$897,185	$1,459,435	$77,847
2018	$979,753	$946,225	$1,374,969	$33,528

SOUTHERN ARIZONA LEADERSHIP COUNCIL INC