JAMES A UNRUH FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION (EIN 860955776) - 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

1999

Legal Domicile

Principal Officer

ANNA MARIA CHAVEZ

Phone

6023811400

Tax Period

2025-04-01 to 2025-06-10

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.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $4,592

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,592

Other Expenses $63

TOTAL EXPENSES $4,655

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$-647	-1.0%
Expenses	$4,655	$51,812	-0.9%
Net Income	N/A	$-52,459	N/A

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

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

$319,871

Total Directors

$386,071

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	$14,315	$245,426
STEPHANIE HARRER	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$4,445	$74,445
MORGAN BISHOP FRASER	DIRECTOR	1.00	Director	$0	$3,978	$66,200

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