COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA (EIN 942681765) - 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

1980

Legal Domicile

Principal Officer

KATHERINE WAIT

Phone

5207700800

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA, founded in 1980, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $18.8M in total revenue in fiscal year 2023. The organization ran a surplus of $3.0M, a strong 16% operating margin.

Mission

TO CREATE A VIBRANT AND EQUITABLE COMMUNITY FOR ALL SOUTHERN ARIZONANS THROUGH PHILANTHROPY, NOW AND FOREVER.

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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 $13,409,784

Program Service Revenue $203,799

Investment Income $5,474,382

Other Revenue $-271,861

TOTAL REVENUE $18,816,104

Expense Breakdown

Grants Paid $11,929,499

Salaries & Benefits $2,348,929

Fundraising Expenses $899,914

Program Expenses $13,154,498

Other Expenses $1,584,777

TOTAL EXPENSES $15,863,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,816,104	$18,652,959	+0.0%
Expenses	$15,863,205	$14,976,946	+0.1%
Net Income	$2,952,899	$3,676,013	-0.2%

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

$625,773

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WYLLSTYNE HILL	CHAIR	0.33	Officer Director	$0	$0	$0
TAUNYA VILLICANA	VICE-CHAIR	0.55	Officer Director	$0	$0	$0
HERB HOFFMAN	TREASURER	0.31	Officer Director	$0	$0	$0
DANIEL ARANA	SECRETARY	0.23	Officer Director	$0	$0	$0
ANA NYGREN	TRUSTEE	0.48	Director	$0	$0	$0
BONNIE KAMPA	TRUSTEE	0.48	Director	$0	$0	$0
CHRIS YOUNG	TRUSTEE	0.06	Director	$0	$0	$0
CLYDE KUNZ	TRUSTEE	0.52	Director	$0	$0	$0
COLETTE BARAJAS	TRUSTEE	0.37	Director	$0	$0	$0
DAVID BAKER	TRUSTEE	0.42	Director	$0	$0	$0
ERIC SCHINDLER	TRUSTEE	0.58	Director	$0	$0	$0
KENDAL WASHINGTON WHITE	TRUSTEE	0.15	Director	$0	$0	$0
KRISTOPHER KITZ	TRUSTEE	0.17	Director	$0	$0	$0
MARCEL DABDOUB	TRUSTEE	0.00	Director	$0	$0	$0
MARIAN LALONDE	TRUSTEE	0.17	Director	$0	$0	$0
MEREDITH HAY	TRUSTEE	0.29	Director	$0	$0	$0
NANCY JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
NICOLLETTE DALY	TRUSTEE	0.55	Director	$0	$0	$0
RICHARD KOO	TRUSTEE	0.52	Director	$0	$0	$0
SEAN MURRAY	TRUSTEE	0.43	Director	$0	$0	$0
SHAWN BEST	TRUSTEE	0.31	Director	$0	$0	$0
WILLIAM HAYES	TRUSTEE	0.54	Director	$0	$0	$0
JENNY FLYNN	CEO	40.00	Officer	$277,108	$33,577	$310,685
EMILY WALSH	COO	40.00	Officer	$144,836	$9,963	$154,799
KATHERINE WAIT	CFO	40.00	Officer	$140,152	$20,137	$160,289
KELLY HUBER	VP FOR PHILA	40.00	Highest	$125,000	$10,643	$135,643

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	$18,816,104	$15,863,205	$199,978,132	$2,952,899
2023	$18,652,959	$14,976,946	$186,272,025	$3,676,013
2022	$37,444,566	$16,037,170	$171,109,391	$21,407,396
2021	$35,644,345	$14,550,751	$172,311,447	$21,093,594
2020	$21,841,534	$13,254,968	$131,392,876	$8,586,566
2019	$9,418,901	$11,347,947	$124,777,847	$-1,929,046
2018	$13,788,463	$8,978,773	$125,125,568	$4,809,690

COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA