SEDONA LAGO GARDENS (EIN 863284184) - 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

2021

Legal Domicile

Principal Officer

PAUL HIGGINS

Tax Period

2023-01-01 to 2023-12-31

SEDONA LAGO GARDENS, founded in 2021, is a small nonprofit in the Human Services sector that reported $699K in total revenue in fiscal year 2023. Revenue surged 176% from the prior year, signaling strong growth momentum. Expenses of $839K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO EMPOWER AND TRANSFORM THE LIVES OF HIGHLY CAPABLE ADULTS WITH AUTISM AND OTHER NEURODIVERSE CAPABILITIES THROUGH PERSONALIZED PROGRAMS THAT SUPPORT THEIR GROWTH AND DREAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $426,275

Program Service Revenue $272,550

Investment Income $365

Other Revenue $0

TOTAL REVENUE $699,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $530,408

Fundraising Expenses $140,437

Program Expenses $271,444

Other Expenses $308,342

TOTAL EXPENSES $838,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$699,190	$253,655	+1.8%
Expenses	$838,750	$282,411	+2.0%
Net Income	$-139,560	$-28,756	+3.9%

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

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

$175,336

Total Directors

$175,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISH ALLEY	CHAIR	1.00	Officer Director	$0	$0	$0
GEORGE AULT	SECRETARY	1.00	Officer Director	$0	$0	$0
DONNA BELL	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER BRAATEN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
KATHRYN M MIKESH HOUSER	TRUSTEE	1.00	Director	$0	$0	$0
JULIE LARSON	TRUSTEE	1.00	Director	$0	$0	$0
MARY SHAFER-MALICKI	TRUSTEE	1.00	Director	$0	$0	$0
GARY WAGNER	PRESIDENT/CE	40.00	Officer Director	$148,087	$27,249	$175,336

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
2024	No data	No data	No data	No data
2023	$699,190	$838,750	$140,117	$-139,560
2022	$253,655	$282,411	$52,714	$-28,756

SEDONA LAGO GARDENS