THE WELLIK FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION (EIN 860938555) - 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

1998

Legal Domicile

Principal Officer

ANNA MARIA CHAVEZ

Phone

6023811400

Tax Period

2024-04-01 to 2025-03-31

THE WELLIK FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $584K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $2.4M exceeded revenue, resulting in a 310% operating deficit.

Mission

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS ARIZONA COMMUNITY FOUNDATOIN REMAINSA QUALIFIED ORGANIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $583,561

Other Revenue $0

TOTAL REVENUE $583,561

Expense Breakdown

Grants Paid $2,028,725

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,094,968

Other Expenses $365,643

TOTAL EXPENSES $2,394,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$583,561	$636,997	-0.1%
Expenses	$2,394,368	$934,372	+1.6%
Net Income	$-1,810,807	$-297,375	+5.1%

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

N/A

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

$750,139

Total Directors

$526,077

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY HAYS ROVEY	CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM GREEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALAN ABARE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BLAKELEY	DIRECTOR	1.00	Director	$0	$0	$0
JULIA BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
JANETTE BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN BISHOP FRASER	DIRECTOR	1.00	Director	$0	$8,727	$146,477
JEAN HANKINS	DIRECTOR	1.00	Director	$0	$0	$0
NEIL HILLER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MCARTHUR	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN MCGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
ERIC NYSTROM	DIRECTOR	1.00	Director	$0	$29,221	$379,600
VALERIE SHUMWAY	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MARIA CHAVEZ	PRESIDENT	1.00	Officer	$0	$21,708	$594,208
STEPHANIE HARRER	SECRETARY & TREASURER	1.00	Officer	$0	$8,866	$155,931

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	$583,561	$2,394,368	$29,195,207	$-1,810,807
2024	$636,997	$934,372	$28,175,449	$-297,375
2023	$-970,370	$828,759	$26,086,146	$-1,799,129
2022	$1,346,532	$826,866	$28,861,974	$519,666
2021	$1,273,428	$1,349,668	$27,086,246	$-76,240
2020	$735,695	$1,043,810	$21,837,678	$-308,115
2019	$-1,836,511	$1,651,071	$24,158,365	$-3,487,582
2018	$977,486	$591,853	$26,913,419	$385,633

THE WELLIK FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION