THE AURELIA FOUNDATION (EIN 274659449) - 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

2010

Legal Domicile

Principal Officer

BOB CHARNEY

Phone

8185193576

Tax Period

2023-01-01 to 2023-12-31

THE AURELIA FOUNDATION, founded in 2010, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO ESTABLISH PROGRAMS FOR SPECIAL NEEDS INDIVIDUALS TO ENCOURAGE DISCOVERY AND DEVELOPMENT OF THEIR UNIQUE TALENTS AND ABILITIES AS THEY LEAVE THE SCHOOL SYSTEM AND ENTER COMMUNITY LIFE.

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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 $420,198

Program Service Revenue $2,146,959

Investment Income $11,983

Other Revenue $45,125

TOTAL REVENUE $2,624,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,105,191

Fundraising Expenses $9,318

Program Expenses $2,340,728

Other Expenses $449,905

TOTAL EXPENSES $2,555,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,624,265	$2,209,767	+0.2%
Expenses	$2,555,096	$2,152,820	+0.2%
Net Income	$69,169	$56,947	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE TELLO	COO	40.00		$92,633	$0	$92,633
LISA SZILAGYI	PRESIDENT	40.00		$92,283	$0	$92,283
LINDSEY HENDERSON	FOUNDATION MANAGER	40.00		$73,082	$0	$73,082
BOB CHARNEY	CEO	5.00	Officer Director	$0	$0	$0
KYM KARATH	President	5.00	Officer Director	$0	$0	$0
DOUG MASTERSON	CEO	5.00	Officer Director	$0	$0	$0
ANTHONY ELLROD	Director	5.00	Director	$0	$0	$0
SHELLI JARRETT	Treasurer	5.00	Officer Director	$0	$0	$0
ROBIN MATHES	Director	5.00	Director	$0	$0	$0
JOHN GRACE	Director	5.00	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	No data	No data	No data	No data
2023	$2,624,265	$2,555,096	$1,646,069	$69,169
2023	$2,654,711	$2,561,880	$1,687,747	$92,831
2022	$2,569,084	$2,564,299	$1,636,345	$4,785
2021	$2,209,767	$2,152,820	$1,575,669	$56,947
2020	$2,689,366	$2,028,604	$1,510,334	$660,762
2019	$2,664,253	$2,789,860	$493,803	$-125,607
2018	$2,425,669	$2,515,239	$633,141	$-89,570

THE AURELIA FOUNDATION