AZ Caddie and Leadership Academy Inc (EIN 923570797) - 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

2023

Legal Domicile

Principal Officer

Brandon Rogers

Phone

6028811901

Tax Period

2023-07-01 to 2024-06-30

AZ Caddie and Leadership Academy Inc, founded in 2023, is a small nonprofit that reported $218K in total revenue in fiscal year 2023. Revenue surged 1413% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 37% operating margin.

Mission

To provide youth with training and leadership opportunities to serve their community as caddies at golf courses, fostering personal growth, self-improvement, and service skills.

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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 $217,852

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $217,852

Expense Breakdown

Grants Paid $1,440

Salaries & Benefits $96,199

Fundraising Expenses $0

Program Expenses $113,281

Other Expenses $39,879

TOTAL EXPENSES $137,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,852	$14,400	+14.1%
Expenses	$137,518	$2,652	+50.9%
Net Income	$80,334	$11,748	+5.8%

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

N/A

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

$34,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brandon Rogers	Executive Dir.	1.00	Officer	$34,998	$0	$34,998
Scott McNevin	Treasurer	1.00	Officer Director	$0	$0	$0
Dustin Wright	Director	1.00	Director	$0	$0	$0
Rob Rashell	Director	1.00	Director	$0	$0	$0
Todd Melrose	Director	1.00	Director	$0	$0	$0
Christie Rogers	Secretary	1.00	Officer	$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
2024	$217,852	$137,518	$94,143	$80,334

AZ Caddie and Leadership Academy Inc