ARIZONA COUNCIL ON ECONOMIC EDUCAT

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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

ELENA ZEE

Phone

4803688020

Tax Period

2025-01-01 to 2025-12-31

ARIZONA COUNCIL ON ECONOMIC EDUCAT, founded in 1997, is a small nonprofit in the Education sector that reported $859K in total revenue in fiscal year 2025.

Mission

TO REACH AND TEACH EVERY ARIZONA STUDENT TO BECOME FINANCIALLY AND ECONOMICALLY RESPONSIBLE IN WORK AND LIFE.

Program Service Accomplishments

Program 1

Expenses: $709,195 Revenue: $65,685

In partnership with our dedicated educators, volunteers, and supporters, in 2025, ACEE provided professional development and curriculum support to 2,108 K-12 teachers, reaching 273,461...

In partnership with our dedicated educators, volunteers, and supporters, in 2025, ACEE provided professional development and curriculum support to 2,108 K-12 teachers, reaching 273,461 socioeconomically diverse students across 552 public, charter, tribal, home, private, and juvenile detention schools statewide. Notably, sixty-seven percent of these students were from low to moderate income families, representing 66 cities and towns in all 15 Arizona counties, with 27% residing in rural communities. ACEEs innovative programs such as EconReads, Financial Fitness in Action, Money Minutes, The Stock Market Game, Building Young Entrepreneurs, and $martPath continue to bring economics to life in classrooms across the state. These initiatives empower teachers and help students connect real-world scenarios with classroom learning. As a leading organization in economic education professional development, ACEE provides educators statewide with valuable opportunities to connect, exchange best practices, and explore innovative teaching methods. Our success is made possible by the generosity of 315 individual and corporate donors and 931 volunteers. Your support has been instrumental in building a stronger future workforce for Arizona and ensuring long-term sustainability. Together, we are paving the way for a brighter tomorrow.

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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 (2025)

Revenue Breakdown

Contributions & Grants $775,853

Program Service Revenue $65,685

Investment Income $20,182

Other Revenue $-2,721

TOTAL REVENUE $858,999

Expense Breakdown

Grants Paid $40,689

Salaries & Benefits $521,276

Fundraising Expenses $52,114

Program Expenses $709,195

Other Expenses $288,167

TOTAL EXPENSES $850,132

Year-over-Year Comparison

	2025	2024	Change
Revenue	$858,999	$856,594	+0.0%
Expenses	$850,132	$807,794	+0.1%
Net Income	$8,867	$48,800	-0.8%

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

931

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

$181,360

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELENA ZEE	PRESIDENT	40.00	Officer	$172,000	$9,360	$181,360
JULIE JAKUBEK	DIRECTOR	4.00	Director	$0	$0	$0
KRIS ANEST	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
DAWN HENNINGS	VICE CHAIR	4.00	Officer Director	$0	$0	$0
JASON KOELLER	DIRECTOR	4.00	Director	$0	$0	$0
DEBBIE HENNEY	DIRECTOR	4.00	Director	$0	$0	$0
RACHEL WEISS	DIRECTOR	4.00	Director	$0	$0	$0
SARAH HANCOTTE	DIRECTOR	4.00	Director	$0	$0	$0
NATALIE BECK	DIRECTOR	4.00	Director	$0	$0	$0
EMILY SCHWARTZ	SECRETARY	4.00	Officer Director	$0	$0	$0
BILL ABAD	DIRECTOR	4.00	Director	$0	$0	$0
BRENDAN OCONNOR	DIRECTOR	4.00	Director	$0	$0	$0
MARIA FISHER	DIRECTOR	4.00	Director	$0	$0	$0
SCOTT KALIKEA	DIRECTOR	4.00	Director	$0	$0	$0
KATIE PEHERSON	TREASURER	4.00	Officer Director	$0	$0	$0
MANOJ VARGHESE	DIRECTOR	4.00	Director	$0	$0	$0
ADRIANA DELGADO	DIRECTOR	4.00	Director	$0	$0	$0
ELISE KING DODENHOFF	DIRECTOR	4.00	Director	$0	$0	$0
MARY RIGDON	DIRECTOR	4.00	Director	$0	$0	$0
ROBYN HANSEN	DIRECTOR	4.00	Director	$0	$0	$0
BILL DAVIS	DIRECTOR	4.00	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
2025	$858,999	$850,132	$1,497,090	$8,867
2024	$856,594	$807,794	$1,489,219	$48,800
2023	$826,431	$767,048	$1,488,713	$59,383
2022	$700,524	$646,577	$1,377,569	$53,947
2021	$738,615	$533,992	$1,247,535	$204,623
2020	$483,277	$450,112	$1,035,007	$33,165
2019	$475,842	$382,174	$1,002,672	$93,668