ARIZONA WALDORF SCHOLARSHIP FOUNDATION (EIN 860974848) - 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

AMELIA JONES

Phone

5205291032

Tax Period

2022-01-01 to 2022-12-31

ARIZONA WALDORF SCHOLARSHIP FOUNDATION, founded in 1999, is a micro nonprofit that reported $136 in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $275K exceeded revenue, resulting in a 201789% operating deficit.

Mission

ARIZONA WALDORF SCHOLARSHIP FOUNDATION WAS INCORPORATED FOR THE SOLE PURPOSE OF IMPLEMENTING THE PRIVATE SCHOOL TUITION TAX CREDIT LAW PASSED AND SIGNED INTO LAW IN 1997 AS A.R.S. SECTION 43-1089. ARIZONA WALDORF SCHOLARSHIP FOUNDATION IS CERTIFIED BY THE ARIZONA DEPARTMENT OF REVENUE TO COLLECT INDIVIDUAL DONATIONS FOR PRIVATE SCHOOLS UNDER A.R.S. SECTION 43-1089 AND CORPORATE DONATIONS UNDER A.R.S SECTIONS 43-1183 (CORPORATE INCOME TAX TUITION CREDIT).

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $136

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $136

Expense Breakdown

Grants Paid $246,244

Salaries & Benefits $790

Fundraising Expenses $0

Program Expenses $246,244

Other Expenses $27,535

TOTAL EXPENSES $274,569

Year-over-Year Comparison

	2022	2021	Change
Revenue	$136	$420,825	-1.0%
Expenses	$274,569	$474,101	-0.4%
Net Income	$-274,433	$-53,276	+4.2%

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

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMELIA JONES	PRESIDENT & TREASURER	1.00	Officer Director	$0	$0	$0
LISA SWANSON	SECRETARY	1.00	Officer Director	$0	$0	$0
SIMONE MANUEL	DIRECTOR	1.00	Director	$0	$0	$0
SETH PEPPER	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
2022	$136	$274,569	$57,931	$-274,433
2021	$420,825	$474,101	$332,796	$-53,276
2020	$478,043	$531,194	$386,998	$-53,151
2019	$491,315	$558,172	$438,969	$-66,857
2018	$805,471	$666,399	$511,969	$139,072

ARIZONA WALDORF SCHOLARSHIP FOUNDATION