Adelante Story Foundation
Nonprofit profile at a glance
- EIN
- 834009574
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990 2020, Form 990-EZ 2025, Form 990-N 2019
- Location
- Scottsdale, AZ, USA
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $92,900
- Expenses
- $66,420
- Assets
- $58,939
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- DANIEL CARRIZOSA (President)
People named in this filing
- DANIEL CARRIZOSA (President)
- RAYMOND VIZZERRA (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To impact disenfranchised groups through housing guidance and technical upskilling; and to provide data insights into these areas through technical research.
What it reported doing in 2025
ASF assisted and began strategic partnership with NAU-sponsored A program to assist in creating a path for Community College students to transition to University.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 2
- Transparency & Controls: 100
- Sustainability: 57
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 2%; rating input score 2
- Program expense ratio: 2.9%; rating input score 3
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 28.5%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 0.89; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 22.9% per year; rating input score 100; 83rd percentile among comparable filings
- Revenue growth: 7.5% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 14.3% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 2% of revenue deployed · 2.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $2K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 2/100.
- High — Financial Efficiency: Program expense ratio scored 3/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.