ARIZONA PEO PROJECT FUND ASSOCIATION

EIN: 953671820 501(c)(3)

Scottsdale, AZ

Total Revenue
$155,001
Total Expenses
$121,670
Total Assets
$682,871
Net Assets
$682,871
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
AZ
Principal Officer
Ruth Parker
Phone
4806956613
Tax Period
2023-04-01 to 2024-03-31

ARIZONA PEO PROJECT FUND ASSOCIATION, founded in 1983, is a small nonprofit that reported $155K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $33K, a strong 22% operating margin.

Mission

The Arizona P.E.O. Project Fund Association (the "Association") is a nonprofit association organized exclusively for charitable and educational purposes, making distributions to individuals or organizations that qualify as exempt entities under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, or the corresponding provision of any future United States federal income tax law (the "Code"). The following funds are included in the Association: 1) Arizona State Chapter Scholarship Funds - a) Elizabeth LaForce Scholarship and Grant Fund, and b) Jacqueline Dawson Scholarship Fund; and 2) Arizona State Chapter Charitable Funds - a) Faith McKee Fund, and b) Jean Bahde Hillding Endowment Fund.

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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 (2023)

Revenue Breakdown

Contributions & Grants $136,848
Program Service Revenue $0
Investment Income $18,153
Other Revenue $0
TOTAL REVENUE $155,001

Expense Breakdown

Grants Paid $119,650
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $119,650
Other Expenses $2,020
TOTAL EXPENSES $121,670

Year-over-Year Comparison

2023 2022 Change
Revenue $155,001 $471,364 -0.7%
Expenses $121,670 $80,110 +0.5%
Net Income $33,331 $391,254 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
15

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
5
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Debra Schmalz Trustee 2
Director
$0 $0 $0
Debbie Hovatter Trustee 2
Director
$0 $0 $0
Becky Hill Trustee 2
Director
$0 $0 $0
Ruth Parker Member and ASC President 2
Officer
$0 $0 $0
Molly McNamara Member and Vice President 2
Officer
$0 $0 $0
Roxann Wetlaufer Member and ASC Vice President 2
Officer
$0 $0 $0
Barbara Riesen Member and ASC Treasurer 2
Officer
$0 $0 $0
Becky McLoughlin Member and ASC Secretary 2
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
2026 No data No data No data No data
2025 No data No data No data No data
2024 $155,001 $121,670 $682,871 $33,331
2023 $471,364 $80,110 $649,540 $391,254
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