ARIZONA EDUCATIONAL FOUNDATION INC (EIN 942937109) - 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

1983

Legal Domicile

Principal Officer

KIM GRAHAM

Phone

4804219376

Tax Period

2023-10-01 to 2024-09-30

ARIZONA EDUCATIONAL FOUNDATION INC, founded in 1983, is a small nonprofit that reported $979K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.1M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO CELEBRATE EXCELLENCE AND CULTIVATE EQUITY IN PREK-12TH GRADE ARIZONA PUBLIC EDUCATION.

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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 $974,512

Program Service Revenue $0

Investment Income $2,044

Other Revenue $2,215

TOTAL REVENUE $978,771

Expense Breakdown

Grants Paid $28,575

Salaries & Benefits $477,885

Fundraising Expenses $6,557

Program Expenses $997,597

Other Expenses $604,518

TOTAL EXPENSES $1,110,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$978,771	$894,532	+0.1%
Expenses	$1,110,978	$894,327	+0.2%
Net Income	$-132,207	$205	-645.9%

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

$137,829

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM GRAHAM	CEO	40.00	Officer	$131,829	$6,000	$137,829
CHRISTI WARNER BEYER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE BUGH-DOHERTY	DIRECTOR	2.00	Director	$0	$0	$0
JODI CHESBRO	DIRECTOR	2.00	Director	$0	$0	$0
WASHINGTON COVENA	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE DURKIN-BIGHORN	DIRECTOR	2.00	Director	$0	$0	$0
LINDY GAUDIANO	DIRECTOR	2.00	Director	$0	$0	$0
MARJANEH GILPATRICK	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MATTHEW HESKETH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
HEATHER HORROCKS	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN JORDAN	TREASURER	2.00	Officer Director	$0	$0	$0
DEEA MCBRIDE	SECRETARY	2.00	Officer Director	$0	$0	$0
AMY MOORE	DIRECTOR	2.00	Director	$0	$0	$0
MARIO MUZUROVIC	DIRECTOR	2.00	Director	$0	$0	$0
JEREMY NELSON	DIRECTOR	2.00	Director	$0	$0	$0
ERIC RODRIGUEZ	DIRECTOR	2.00	Director	$0	$0	$0
PAM ROGGEMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
COLLEEN SAUER	DIRECTOR	2.00	Director	$0	$0	$0
GRANT SMEDLEY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
MADELINE WINNEY	DIRECTOR	2.00	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	$978,771	$1,110,978	$2,019,462	$-132,207
2023	$894,532	$894,327	$1,719,027	$205
2022	$901,086	$672,902	$1,638,585	$228,184
2021	$533,605	$486,006	$1,722,676	$47,599
2020	$555,891	$480,266	$1,481,651	$75,625
2019	$681,719	$407,647	$1,304,495	$274,072
2019	$681,719	$407,647	$1,304,495	$274,072

ARIZONA EDUCATIONAL FOUNDATION INC