ARIZONA PERINATAL TRUST

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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

LAURIE S WOOD PHD

Phone

6028352525

Tax Period

2025-01-01 to 2025-12-31

ARIZONA PERINATAL TRUST, founded in 1980, is a small nonprofit in the Health Care sector that reported $239K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $272K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE ORGANIZATION'S PURPOSE IS TO BRING CONCERN AND EFFORT UPON THE CONTINUING IMPROVEMENT OF HEALTH CARE FOR MOTHERS AND THIER INFANTS IN ARIZONA.

Program Service Accomplishments

Program 1

Expenses: $205,941

IMPROVED PREGNANCY OUTCOME IN THE STATE OF ARIZONA HAS BEEN ACHIEVED THROUGH PROFESSIONAL AND PUBLIC EDUCATION. THE ORGANIZATION ADMINISTERS VOLUNTARY CERTIFICATION PROGRAMS FOR PERINATAL AND...

IMPROVED PREGNANCY OUTCOME IN THE STATE OF ARIZONA HAS BEEN ACHIEVED THROUGH PROFESSIONAL AND PUBLIC EDUCATION. THE ORGANIZATION ADMINISTERS VOLUNTARY CERTIFICATION PROGRAMS FOR PERINATAL AND NEONATAL UNITS OF HOSPITALS. THE ORGANIZATION CERTIFIES AND ACCREDITS THE LABOR AND DELIVERY PROGRAMS FOR HOSPITALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $60,135

Program Service Revenue $198,151

Investment Income $1,129

Other Revenue $-20,539

TOTAL REVENUE $238,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,341

Fundraising Expenses $0

Program Expenses $205,941

Other Expenses $73,507

TOTAL EXPENSES $271,848

Year-over-Year Comparison

	2025	2024	Change
Revenue	$238,876	$258,638	-0.1%
Expenses	$271,848	$248,787	+0.1%
Net Income	$-32,972	$9,851	-4.3%

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

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

Total Directors

$114,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE S WOOD PHD	Executive Dir.	40.00	Director	$114,800	$0	$114,800
ALAN BEDRICK MD	President	0.00	Officer Director	$0	$0	$0
MARY LUSTER MS-L RN NE-BC	Vice President	0.00	Officer Director	$0	$0	$0
HUGH S MILLER MD	Secretary	0.00	Officer Director	$0	$0	$0
SARAH DENT MSN RNC	Treasurer	0.00	Officer Director	$0	$0	$0
TERESA K ANZAR MSN RNC-OB	Director	0.00	Director	$0	$0	$0
GEORGINA BARRERAS MSN RN	Director	0.00	Director	$0	$0	$0
BETH G MCMANIS PHD CNM MS	Director	0.00	Director	$0	$0	$0
CURTIS COOK MD	Director	0.00	Director	$0	$0	$0
DEAN V COONROD MD MPH	Director	0.00	Director	$0	$0	$0
KIMBERLY COUCH FNP CNM DNP	Director	0.00	Director	$0	$0	$0
CATHLEEN HARRIS MD MPH	Director	0.00	Director	$0	$0	$0
ANDREA HASSLER RN MSN	Director	0.00	Director	$0	$0	$0
SHELLY LANAGAN MS WHNP RNC	Director	0.00	Director	$0	$0	$0
DEB LEDINGTON MSN NNP-BC	Director	0.00	Director	$0	$0	$0
MICHAEL MACKINNON DNP FNP-C	Director	0.00	Director	$0	$0	$0
LORI-ANN SATRAN RN BSN MS-L	Director	0.00	Director	$0	$0	$0
LORI THRONE MSN RN NE-BC	Director	0.00	Director	$0	$0	$0
KATHY WALKER MS BSN RN NEA	Director	0.00	Director	$0	$0	$0
ROBERT BJ JOHNSON MD	Trustee	0.00	Director	$0	$0	$0
RHONDA ANDERSON MPA RN DNSC	VICE CHAIRMAN	0.00	Director	$0	$0	$0
MELISSA DAY-JOHNSON	Trustee	0.00	Director	$0	$0	$0
GRAYSON GUZMAN MD FACOG	Trustee	0.00	Director	$0	$0	$0
NANCY KINNARD	Trustee	0.00	Director	$0	$0	$0
KATHRYN L REED MD	Trustee	0.00	Director	$0	$0	$0
MARK SHWER MD	Trustee	0.00	Director	$0	$0	$0
WILLIAM S SOWDERS ESQ	Trustee	0.00	Director	$0	$0	$0
WARREN WHITNEY MBA	Trustee	0.00	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	$238,876	$271,848	$420,821	$-32,972
2024	$258,638	$248,787	$460,956	$9,851
2023	$251,040	$288,840	$452,101	$-37,800
2022	$274,851	$275,024	$474,503	$-173
2021	$250,665	$228,633	$475,277	$22,032
2020	$229,011	$225,801	$486,181	$3,210
2019	$263,319	$285,745	$452,275	$-22,426
2018	$279,920	$292,831	$473,884	$-12,911