SAM AND PEGGY GROSSMAN FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION

EIN: 860939696 501(c)(3) Human Services

PHOENIX, AZ

Total Revenue
$1,038,589
Total Expenses
$525,692
Total Assets
$21,934,680
Net Assets
$21,878,395
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
AZ
Principal Officer
ANNA MARIA CHAVEZ
Phone
6023811400
Tax Period
2024-04-01 to 2025-03-31

SAM AND PEGGY GROSSMAN FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION, founded in 1998, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $513K, a strong 49% operating margin.

Mission

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS THE ARIZONA COMMUNITY FOUNDATION, INC. REMAINS A 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,038,589
Other Revenue $0
TOTAL REVENUE $1,038,589

Expense Breakdown

Grants Paid $322,250
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $356,440
Other Expenses $203,442
TOTAL EXPENSES $525,692

Year-over-Year Comparison

2024 2023 Change
Revenue $1,038,589 $453,534 +1.3%
Expenses $525,692 $357,990 +0.5%
Net Income $512,897 $95,544 +4.4%
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

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Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
4

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
3
$750,139
Total Directors
5
$146,477
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN GROSSMAN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
BRADY KYLE DOLSEN DIRECTOR 1.00
Director
$0 $0 $0
BERNARD FRANCOIS DIRECTOR 1.00
Director
$0 $0 $0
MORGAN BISHOP FRASER DIRECTOR 1.00
Director
$0 $8,727 $146,477
GINNA GROSSMAN 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 $1,038,589 $525,692 $21,934,680 $512,897
2024 $453,534 $357,990 $21,674,248 $95,544
2023 $734,784 $729,278 $19,749,582 $5,506
2022 $1,054,864 $806,114 $21,126,897 $248,750
2021 $356,124 $728,303 $20,000,591 $-372,179
2020 $545,858 $523,968 $16,116,658 $21,890
2019 $580,899 $471,744 $16,718,635 $109,155
2018 $710,216 $474,591 $16,700,666 $235,625
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