JAMES A UNRUH FAMILY FOUNDATION C/… - Form 990 Financial Data

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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

ANNA MARIA CHAVEZ

Phone

6023811400

Tax Period

2024-04-01 to 2025-03-31

JAMES A UNRUH FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION, founded in 1999, is a micro nonprofit that reported $647 in total revenue in fiscal year 2024. Revenue fell 100% from the prior year — a significant decline worth monitoring.

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.

Program Service Accomplishments

Program 1

Expenses: $51,000

GRANTS TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, INC.

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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 $-647

Other Revenue $0

TOTAL REVENUE $-647

Expense Breakdown

Grants Paid $51,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,000

Other Expenses $812

TOTAL EXPENSES $51,812

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-647	$229,900	-1.0%
Expenses	$51,812	$1,360,609	-1.0%
Net Income	$-52,459	$-1,130,709	-1.0%

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

N/A

Employees

N/A

Volunteers

N/A

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

$896,616

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA MARIA CHAVEZ	PRESIDENT & DIRECTOR	1.00	Officer Director	$0	$21,708	$594,208
STEPHANIE HARRER	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$8,866	$155,931
MORGAN BISHOP FRASER	DIRECTOR	1.00	Director	$0	$8,727	$146,477

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	No data	$4,655	No data	No data
2025	$-647	$51,812	$4,655	$-52,459
2024	$229,900	$1,360,609	$56,254	$-1,130,709
2023	$38,357	$20,228	$1,372,864	$18,129
2022	$74,988	$21,701	$1,425,035	$53,287
2021	$34,140	$18,518	$1,417,512	$15,622
2020	$35,956	$168,909	$1,120,068	$-132,953
2019	$34,237	$53,632	$1,245,969	$-19,395
2018	$40,778	$47,170	$1,361,255	$-6,392

JAMES A UNRUH FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION