Southern AZ Research Science & Eng FDN (EIN 860946185) - 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

1999

Legal Domicile

Principal Officer

Julie Euber

Phone

5206197836

Tax Period

2024-07-01 to 2025-06-30

Southern AZ Research Science & Eng FDN, founded in 1999, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $394K, a strong 22% operating margin.

Mission

SARSEF's mission is to create Arizona's future critical thinkers and problem solvers through science and engineering.

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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 $1,681,322

Program Service Revenue $90,689

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,772,011

Expense Breakdown

Grants Paid $138,096

Salaries & Benefits $664,638

Fundraising Expenses $191,101

Program Expenses $1,068,271

Other Expenses $515,265

TOTAL EXPENSES $1,377,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,772,011	$1,498,940	+0.2%
Expenses	$1,377,999	$1,165,961	+0.2%
Net Income	$394,012	$332,979	+0.2%

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

530

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

$159,762

Total Directors

$103,805

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Euber	CEO	40.00	Officer Director	$103,805	$0	$103,805
Liz Bowman	COO	40.00	Officer	$55,957	$0	$55,957
Nadira Mitchell	Director	1.00	Director	$0	$0	$0
Emily Halvorson-Otts	Director	1.00	Director	$0	$0	$0
Eric Pickney	Chairman	1.00	Officer Director	$0	$0	$0
Casey Carrillo	Director	1.00	Director	$0	$0	$0
Christopher Schuck	Treasurer	3.00	Officer Director	$0	$0	$0
Maricela Rivera	Director	1.00	Director	$0	$0	$0
Carrie Rednour	Secretary	3.00	Officer Director	$0	$0	$0
Beth Roberts	Director	1.00	Director	$0	$0	$0
Jessica Johnson	Director	1.00	Director	$0	$0	$0
America Miranda	Director	1.00	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	$1,772,011	$1,377,999	$1,344,084	$394,012
2024	No data	No data	No data	No data
2023	$1,146,049	$1,229,761	$617,213	$-83,712
2022	$1,063,042	$1,171,907	$537,400	$-108,865
2021	$1,116,703	$991,883	$691,159	$124,820
2020	$906,543	$864,737	$638,629	$41,806
2019	$865,281	$709,201	$527,810	$156,080
2019	$863,646	$709,202	$527,810	$154,444

Southern AZ Research Science & Eng FDN