ARIZONA GRANTMAKERS FORUM (EIN 861040394) - 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

2001

Legal Domicile

Principal Officer

KRISTEN MERRIFIELD

Phone

6029772756

Tax Period

2022-01-01 to 2022-07-31

ARIZONA GRANTMAKERS FORUM, founded in 2001, is a small nonprofit that reported $309K in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 246% operating deficit.

Mission

WE EMPOWER OUR MEMBERS TO TRANSFORM ARIZONA THROUGH LEADERSHIP AND MEANINGFUL PHILANTHROPY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $264,294

Program Service Revenue $42,752

Investment Income $1,996

Other Revenue $0

TOTAL REVENUE $309,042

Expense Breakdown

Grants Paid $828,708

Salaries & Benefits $169,139

Fundraising Expenses $17,428

Program Expenses $989,747

Other Expenses $72,929

TOTAL EXPENSES $1,070,776

Year-over-Year Comparison

	2021	2020	Change
Revenue	$309,042	$368,740	-0.2%
Expenses	$1,070,776	$752,323	+0.4%
Net Income	$-761,734	$-383,583	+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

Employees

N/A

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

$91,906

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE LILES	CHIEF PUBLIC POLICY OFFICER	040.00	Officer	$84,675	$7,231	$91,906
ELIZABETH BARKER ALVAREZ	CHAIR	003.00	Officer Director	$0	$0	$0
WENDY ERICA WERDEN	VICE CHAIR	003.00	Officer Director	$0	$0	$0
MESHA DAVIS	IMMEDIATE PAST CHAIR	003.00	Officer Director	$0	$0	$0
MATT ELLSWORTH	TREASURER	003.00	Officer Director	$0	$0	$0
JOHN AMOROSO	DIRECTOR	003.00	Director	$0	$0	$0
MARIA ECHEVESTE	DIRECTOR	003.00	Director	$0	$0	$0
MARGARET HEPBURN	DIRECTOR	003.00	Director	$0	$0	$0
TERRY HINES	DIRECTOR	003.00	Director	$0	$0	$0
MARCUS JOHNSON	DIRECTOR	003.00	Director	$0	$0	$0
ANDREA MORENO	DIRECTOR	003.00	Director	$0	$0	$0
GLENN WIKE	DIRECTOR	003.00	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	$309,042	$1,070,776	No data	$-761,734
2021	$375,484	$509,215	$886,067	$-133,731
2020	$368,740	$752,323	$1,004,566	$-383,583
2019	$461,138	$549,880	$1,344,860	$-88,742
2018	$1,338,315	$328,230	$1,387,481	$1,010,085

ARIZONA GRANTMAKERS FORUM