ASTON MAGNA FOUNDATION (EIN 237222420) - 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

1972

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

ASTON MAGNA FOUNDATION, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $202K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring.

Mission

SPONSORS EDUCATIONAL PROGRAMS THAT BRING TO COMMUNITIES THE STUDY OF MUSIC AND OTHER ARTS OF THE 17TH, 18TH AND EARLY 19TH CENTURIES AND ORGANIZES PERFORMANCES AT VARIOUS CONCERT HALLS.

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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 $167,792

Program Service Revenue $30,144

Investment Income $3,625

Other Revenue $260

TOTAL REVENUE $201,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,415

Fundraising Expenses $3,366

Program Expenses $145,876

Other Expenses $133,951

TOTAL EXPENSES $217,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,821	$339,776	-0.4%
Expenses	$217,366	$278,879	-0.2%
Net Income	$-15,545	$60,897	-1.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD FLUHR	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MIROTZNIK	DIRECTOR	1.00	Director	$0	$0	$0
CECILY MORSE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STRASSLER	TREASURER	1.00	Officer Director	$0	$0	$0
CATHERINE LIDDELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SUSAN OBEL	EXECUTIVE DIRECTOR	35.00	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
2024	$201,821	$217,366	$177,159	$-15,545
2023	$339,776	$278,879	$149,907	$60,897
2022	$252,962	$274,997	$94,418	$-22,035
2020	$235,291	$214,101	$120,809	$21,190
2019	$346,502	$358,698	$189,545	$-12,196
2018	$254,810	$284,259	$196,122	$-29,449

ASTON MAGNA FOUNDATION