ARIZONA HISTORICAL SOCIETY

EIN: 866000027 501(c)(3)

Tucson, AZ

Total Revenue
$3,958,144
Total Expenses
$4,164,134
Total Assets
$5,222,285
Net Assets
$5,222,285
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1864
Legal Domicile
AZ
Principal Officer
David Breeckner
Phone
5206285774
Tax Period
2024-07-01 to 2025-06-30

ARIZONA HISTORICAL SOCIETY, founded in 1864, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

The Arizona Historical Society serves as the steward of Arizona's state history, fulfilling it's mission of "Connecting people through the power of Arizona's History

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,230,706
Program Service Revenue $267,229
Investment Income $194,463
Other Revenue $265,746
TOTAL REVENUE $3,958,144

Expense Breakdown

Grants Paid $68,999
Salaries & Benefits $2,600,185
Fundraising Expenses $0
Program Expenses $4,164,134
Other Expenses $1,494,950
TOTAL EXPENSES $4,164,134

Year-over-Year Comparison

2024 2023 Change
Revenue $3,958,144 $4,309,297 -0.1%
Expenses $4,164,134 $4,243,618 0.0%
Net Income $-205,990 $65,679 -4.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
42
Volunteers
24

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
2
$224,860
Total Directors
1
$137,500
Key Employees
2
$224,860
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dr David Breekner Director 92
Officer Director Key Emp Highest
$137,500 $0 $137,500
Rebekah Percival Assistant Director 84
Officer Key Emp
$87,360 $0 $87,360
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 $3,958,144 $4,164,134 $5,222,285 $-205,990
2024 $4,309,297 $4,243,618 $5,428,758 $65,679
2023 $4,583,415 $3,208,120 $6,783,679 $1,375,295
2022 $1,318,175 $3,663,179 $5,408,384 $-2,345,004
2021 $5,450,544 $3,855,123 $4,905,511 $1,595,421
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