AWS FOUNDATION INC (EIN 260142813) - 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

2007

Legal Domicile

Phone

2602225005

Tax Period

2024-07-01 to 2025-06-30

AWS FOUNDATION INC, founded in 2007, is a mid-sized nonprofit in the Human Services sector that reported $17.5M in total revenue in fiscal year 2024. The organization ran a surplus of $7.7M, a strong 44% operating margin.

Mission

OUR MISSION IS TO HELP CHILDREN AND ADULTS WITH ENDURING INTELLECTUAL, DEVELOPMENTAL, AND PHYSICAL DISABILITIES LIVE AS INDEPENDENTLY AS POSSIBLE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,443

Program Service Revenue $13,480,728

Investment Income $4,049,607

Other Revenue $0

TOTAL REVENUE $17,533,778

Expense Breakdown

Grants Paid $6,940,620

Salaries & Benefits $966,478

Fundraising Expenses $0

Program Expenses $9,027,153

Other Expenses $1,887,870

TOTAL EXPENSES $9,794,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,533,778	$18,431,784	0.0%
Expenses	$9,794,968	$10,800,281	-0.1%
Net Income	$7,738,810	$7,631,503	+0.0%

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

$444,674

Total Directors

$19,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG BURDICK	Treasurer	2.0	Officer Director	$0	$0	$0
JOE DOUST	SECRETARY	3.0	Officer Director	$0	$0	$6,000
WHITNEY BANDEMER	CHAIR	3.0	Officer Director	$0	$0	$9,000
Cassie Beer	Director	2.0	Director	$0	$0	$0
DR KIM BARNETT JOHNSON	DIRECTOR	2.0	Director	$0	$0	$0
DR MARK ZOLMAN	DIRECTOR	2.0	Director	$0	$0	$0
DR PHIL DOWNS	DIRECTOR	2.0	Director	$0	$0	$0
DR TASHA WILLIAMS	Vice Chair	2.0	Director	$0	$0	$0
DR TOMMY SMITH	DIRECTOR	2.0	Director	$0	$0	$0
LARRY ADELMAN	DIRECTOR	2.0	Director	$0	$0	$0
Monte Lightner	Director	2.0	Director	$0	$0	$3,000
NANCY BOYER	DIRECTOR	2.0	Director	$0	$0	$0
SUSAN TRENT	Director	3.0	Director	$0	$0	$1,000
PATRICIA HAYS	CEO	40.0	Officer	$214,085	$27,846	$241,931
TODD JACOBS	CFO	35.0	Officer	$123,439	$52,304	$187,743
JOAN SCHMALZRIED	CHIEF PROGRAM OFFICER	40.0	Highest	$111,722	$27,108	$138,830
VICKIE JOHNSON	VP - FINDER	40.0	Highest	$110,882	$34,519	$145,401

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	$17,533,778	$9,794,968	$130,089,098	$7,738,810
2024	$18,431,784	$10,800,281	$115,800,578	$7,631,503
2023	$11,905,004	$9,337,080	$104,031,712	$2,567,924
2022	$12,377,288	$10,133,829	$96,607,154	$2,243,459
2021	$11,444,563	$6,919,015	$105,944,055	$4,525,548
2020	$9,958,588	$6,986,520	$82,841,430	$2,972,068
2019	$10,606,183	$7,505,630	$84,510,007	$3,100,553
2018	$10,452,032	$8,038,923	$83,223,802	$2,413,109

AWS FOUNDATION INC