CATHOLIC EDUCATION ARIZONA (EIN 860937587) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

NANCY PADBERG

Phone

6022186542

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC EDUCATION ARIZONA, founded in 2005, is a mid-sized nonprofit in the Education sector that reported $20.2M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $19.1M left a modest 6% surplus.

Mission

WE PROVIDE SCHOLARSHIPS TO UNDERSERVED CHILDREN TO CHANGE LIVES, SERVE (CONT. ON SCH O)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,847,860

Program Service Revenue $0

Investment Income $1,349,809

Other Revenue $0

TOTAL REVENUE $20,197,669

Expense Breakdown

Grants Paid $16,269,594

Salaries & Benefits $1,493,726

Fundraising Expenses $1,119,772

Program Expenses $16,761,236

Other Expenses $1,300,398

TOTAL EXPENSES $19,063,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,197,669	$24,695,951	-0.2%
Expenses	$19,063,718	$22,674,721	-0.2%
Net Income	$1,133,951	$2,021,230	-0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$478,058

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN BRADY	CHAIRMAN	3.00	Officer Director	$0	$0	$0
CAROL TRUEG	VICE CHAIR	0.50	Officer Director	$0	$0	$0
NANCY DOUGHERTY	SECRETARY	0.50	Officer Director	$0	$0	$0
KELLEY TUCKER	TREASURER	0.50	Officer Director	$0	$0	$0
TODD BANKOFIER	DIRECTOR	0.50	Director	$0	$0	$0
REV EDUARDO NEVARES	DIRECTOR	0.50	Director	$0	$0	$0
DOMONIC SALCE	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW LISHKO	DIRECTOR	0.50	Director	$0	$0	$0
DAVID HALM	DIRECTOR	0.50	Director	$0	$0	$0
ADRIAN RUIZ	DIRECTOR	0.50	Director	$0	$0	$0
CARLOS SUGICH	DIRECTOR	0.50	Director	$0	$0	$0
TOM BRENNAN	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS SHELLANDER	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA WEEKS HARDIN	DIRECTOR	0.50	Director	$0	$0	$0
NANCY PADBERG	PRESIDENT & CEO	40.00	Officer	$203,260	$31,314	$234,574
DEBRA PREACH	CHIEF OPERATING OFFICER	40.00	Officer	$115,509	$29,565	$145,074
CAITLIN HARRIS	VP, FINANCE & COMPLIANCE	40.00	Officer	$89,872	$8,538	$98,410

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	$20,197,669	$19,063,718	$38,494,965	$1,133,951
2024	$24,695,951	$22,674,721	$41,120,269	$2,021,230
2023	$25,812,829	$24,298,769	$37,742,544	$1,514,060
2022	$24,525,242	$23,920,202	$32,375,379	$605,040
2021	$21,523,181	$21,106,196	$25,897,142	$416,985
2020	$16,859,679	$18,375,490	$22,216,386	$-1,515,811
2019	$20,907,236	$21,576,625	$25,088,796	$-669,389
2018	$19,322,027	$18,494,293	$23,641,253	$827,734

CATHOLIC EDUCATION ARIZONA