THE ESTANCIA FOUNDATION

EIN: 931665473 501(c)(3) Human Services

SCOTTSDALE, AZ

Total Revenue
$193,098
Total Expenses
$152,617
Total Assets
$339,443
Net Assets
$339,433
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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
AZ
Principal Officer
GARY JONES
Phone
4804734411
Tax Period
2025-01-01 to 2025-12-31

THE ESTANCIA FOUNDATION, founded in 2023, is a small nonprofit in the Human Services sector that reported $193K in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 21% operating margin.

Mission

N/A

Program Service Accomplishments

Program 1
Expenses: $146,920

WE PROVIDE SCHOLARSHIPS TO EMPLOYEES OF THE ESTANCIA CLUB, INC. AND THE ESTANCIA COMMUNITY ASSOCIATION, INC., (TOGETHER, THE "ESTANCIA ENTITIES"), AS WELL AS THE CHILDREN OF EMPLOYEES AND OTHER...

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WE PROVIDE SCHOLARSHIPS TO EMPLOYEES OF THE ESTANCIA CLUB, INC. AND THE ESTANCIA COMMUNITY ASSOCIATION, INC., (TOGETHER, THE "ESTANCIA ENTITIES"), AS WELL AS THE CHILDREN OF EMPLOYEES AND OTHER INDIVIDUALS ASSOCIATED WITH THE ESTANCIA ENTITIES TO ATTEND RECOGNIZED COLLEGES, UNIVERSITIES, SPECIALTY OR TRADE SCHOOLS, OR CERTIFICATION PROGRAMS. THIS YEAR WE WERE PLEASED TO HAVE PROVIDED SCHOLARSHIPS TO 16 STUDENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $130,860
Program Service Revenue $0
Investment Income $11,641
Other Revenue $50,597
TOTAL REVENUE $193,098

Expense Breakdown

Grants Paid $146,920
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $146,920
Other Expenses $5,697
TOTAL EXPENSES $152,617

Year-over-Year Comparison

2025 2024 Change
Revenue $193,098 $144,688 +0.3%
Expenses $152,617 $88,840 +0.7%
Net Income $40,481 $55,848 -0.3%
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

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Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
7

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
$643,177
Total Directors
5
$643,177
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL QUINN PRESIDENT 1.00
Officer Director
$0 $0 $0
GARY JONES SECRETARY/TREASURER 1.00
Officer Director
$0 $58,323 $643,177
JIM POWERS TRUSTEE 1.00
Director
$0 $0 $0
NANCY REISHER TRUSTEE 1.00
Director
$0 $0 $0
RICHARD ROBINSON TRUSTEE 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 $193,098 $152,617 $339,443 $40,481
2024 $144,688 $88,840 $298,952 $55,848
2023 $343,802 $100,698 $254,296 $243,104
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