ASSOCIATION OF SCHOOL BUSINESS OFFICIALS-AZ (EIN 866031351) - 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

2003

Legal Domicile

Principal Officer

Brian Mee

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF SCHOOL BUSINESS OFFICIALS-AZ, founded in 2003, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023.

Mission

To provide information and training to school officials.

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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 $353,311

Program Service Revenue $2,004,021

Investment Income $5,692

Other Revenue $0

TOTAL REVENUE $2,363,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $656,553

Fundraising Expenses $13,109

Program Expenses $1,819,312

Other Expenses $1,658,447

TOTAL EXPENSES $2,315,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,363,024	$2,298,889	+0.0%
Expenses	$2,315,000	$1,985,650	+0.2%
Net Income	$48,024	$313,239	-0.8%

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

$352,886

Total Directors

$203,896

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Mee	Executive Dir.	40.00	Officer Director	$193,267	$10,629	$203,896
Chuck Essigs	Director	40.00	Officer	$138,858	$10,132	$148,990
Dale Ponder	President	1.00	Officer Director	$0	$0	$0
Russell Deneault	President-elect	1.00	Officer Director	$0	$0	$0
Karla Walter	Past President	1.00	Officer Director	$0	$0	$0
Franci Wolfe-Baumann	Vice President	1.00	Officer Director	$0	$0	$0
Tyler Moore	Treasurer	1.00	Officer Director	$0	$0	$0
Ken McKenzie	Director	1.00	Director	$0	$0	$0
Gary Barkman	Director	1.00	Director	$0	$0	$0
Martin James	Director	1.00	Director	$0	$0	$0
Taylor Perkins	Vendor Rep.	1.00	Director	$0	$0	$0
Christian Miranda	Director	1.00	Director	$0	$0	$0
Roy Sucanick	Director	1.00	Director	$0	$0	$0
Albert Magallanez	Director	1.00	Director	$0	$0	$0
Rick Hall	Director	1.00	Director	$0	$0	$0
Courtney Pina	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,363,024	$2,315,000	$1,485,367	$48,024
2022	$2,298,889	$1,985,650	$1,286,121	$313,239
2021	$1,574,158	$1,450,185	$1,069,613	$123,973
2020	$1,181,228	$1,007,774	$814,958	$173,454
2019	$1,564,481	$1,558,084	$743,098	$6,397
2018	$1,473,905	$1,525,832	$755,627	$-51,927

ASSOCIATION OF SCHOOL BUSINESS OFFICIALS-AZ