THE AMERICAN FRIENDS OF POLICY EXCH

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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

2010

Legal Domicile

Principal Officer

JULIA MIZEN

Phone

9175726730

Tax Period

2024-04-01 to 2025-03-31

THE AMERICAN FRIENDS OF POLICY EXCH, founded in 2010, is a small nonprofit in the International Affairs sector that reported $321K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $162K, a strong 51% operating margin.

Mission

TO SUPPORT AND ADVANCE THE PROGRAM OF POLICY EXCHANGE LTD

Program Service Accomplishments

Program 1

SUPPORT AND ADVANCE THE PROGRAM OF POLICY EXCHANGE THROUGH GRANTS AND OTHER OUTREACH FOR THEIR PROGRAM.

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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 $243,673

Program Service Revenue $0

Investment Income $76,911

Other Revenue $0

TOTAL REVENUE $320,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,166

Other Expenses $158,091

TOTAL EXPENSES $158,091

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,584	$447,690	-0.3%
Expenses	$158,091	$495	+318.4%
Net Income	$162,493	$447,195	-0.6%

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

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
BOB BISHOP	DIRECTOR	0.20	Director	$0	$0	$0
AMANDA FOREMAN	DIRECTOR	0.20	Director	$0	$0	$0
DANIELLE CRITTENDEN FRUM	DIRECTOR	0.20	Director	$0	$0	$0
SHEILA MCLAUGHLIN	SECRETARY	0.20	Officer	$0	$0	$0
JULIA MIZEN	TREASURER	0.20	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
2025	$320,584	$158,091	$2,014,418	$162,493
2024	$447,690	$495	$1,851,925	$447,195
2023	$100,152	$26,137	$1,404,730	$74,015
2022	$323,145	$324,806	$1,330,715	$-1,661
2021	$513,069	$546,361	$1,345,376	$-33,292
2020	$1,102,939	$773,625	$1,278,410	$329,314
2019	$688,817	$754,232	$949,096	$-65,415
2018	$865,183	$847,361	$1,014,511	$17,822