AEA 6 FOUNDATION (EIN 421317782) - 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

1988

Legal Domicile

Principal Officer

ALLAN FAGERLUND

Phone

6417533564

Tax Period

2025-01-01 to 2025-12-31

AEA 6 FOUNDATION, founded in 1988, is a micro nonprofit that reported $16K in total revenue in fiscal year 2025. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 53% operating margin.

Mission

MAINTAIN AND OPERATE THIS SPECIALLY DESIGNED SWIMMING POOL FACILITY FOR THE PHYSICALLY AND MENTALLY CHALLENGED CHILDREN IN THIS EDUCATIONAL REGION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16,264

Other Revenue $0

TOTAL REVENUE $16,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,611

Other Expenses $7,611

TOTAL EXPENSES $7,611

Year-over-Year Comparison

	2025	2024	Change
Revenue	$16,264	$39,160	-0.6%
Expenses	$7,611	$18,415	-0.6%
Net Income	$8,653	$20,745	-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

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
ELLEN BERGMAN	TREASURER	N/A	Officer Director	$0	$0	$0
LARRY ERION	DIRECTOR	N/A	Director	$0	$0	$0
ALLAN FAGERLUND	PRESIDENT	N/A	Officer Director	$0	$0	$0
TERESA LANG	DIRECTOR	N/A	Director	$0	$0	$0
CHAD PINKSTON	DIRECTOR	N/A	Director	$0	$0	$0
MARC RIVELAND	DIRECTOR	N/A	Director	$0	$0	$0
MARY TRAVILIAN	SECRETARY	N/A	Officer 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
2025	$16,264	$7,611	No data	$8,653
2024	$39,160	$18,415	$779,881	$20,745
2023	$30,691	$17,936	$759,136	$12,755
2022	$31,097	$19,029	$746,381	$12,068
2021	$26,682	$20,427	$734,313	$6,255
2020	$29,257	$16,994	$728,058	$12,263
2019	$34,409	$29,817	$715,795	$4,592
2018	$35,848	$38,610	$711,203	$-2,762

AEA 6 FOUNDATION