ROGER L VON AMELUNXEN FOUNDATION INC (EIN 112583014) - 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

1981

Legal Domicile

Principal Officer

KAREN DONNELLY

Phone

7186414800

Tax Period

2023-08-01 to 2024-07-31

ROGER L VON AMELUNXEN FOUNDATION INC, founded in 1981, is a small nonprofit in the Human Services sector that reported $138K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $77K, a strong 56% operating margin.

Mission

TO PROVIDE FUNDS FOR SCHOLARSHIPS AND PAYMENTS FOR FINANCIAL AID OR ASSISTANCE TO FAMILIES OR DEPENDANTS OF LAW ENFORCEMENT OFFICERS IN IMMIGRATION & CUSTOMS ENFORCEMENT AND CUSTOMS & BORDER PROTECTION SERVICE KILLED OR INJURED IN THE LINE OF DUTY OR THE DESERVING NEEDY.

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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 $2,893

Program Service Revenue $0

Investment Income $134,660

Other Revenue $0

TOTAL REVENUE $137,553

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $24,926

Fundraising Expenses $0

Program Expenses $32,000

Other Expenses $3,332

TOTAL EXPENSES $60,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,553	$211,144	-0.3%
Expenses	$60,258	$178,878	-0.7%
Net Income	$77,295	$32,266	+1.4%

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

$18,200

Total Directors

$18,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN DONNELLY	PRES, TREASURER & DIRECTOR	5.00	Officer Director	$0	$0	$0
KATHRYN DONNELLY	VICE-PRES,SECRETARY & DIRE	15.00	Officer Director	$18,200	$0	$18,200
MAIDA MARGALET	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY MARGALET	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
2024	$137,553	$60,258	$5,002,339	$77,295
2023	$209,192	$137,273	$4,571,336	$71,919
2023	$227,515	$178,878	$4,561,279	$48,637
2022	$270,741	$181,959	$4,305,416	$88,782
2021	$361,061	$148,352	$4,367,714	$212,709
2020	$348,159	$327,463	$3,307,799	$20,696

ROGER L VON AMELUNXEN FOUNDATION INC