Friends of Amundsen c/o Amundsen High School (EIN 460917735) - 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

2012

Legal Domicile

Principal Officer

Alison Schwartz

Phone

3128047119

Tax Period

2023-07-01 to 2024-06-30

Friends of Amundsen c/o Amundsen High School, founded in 2012, is a small nonprofit in the Education sector that reported $174K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 49% operating margin.

Mission

Friends of Amundsen was founded in 2012 to support the educational mission of Amundsen High School. FOA is made up of parents, teachers, alumi and community members helping Amudsen High School continue to be an outstanding high school of choice in Chicago.

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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 $15,647

Program Service Revenue $16,701

Investment Income $11

Other Revenue $141,736

TOTAL REVENUE $174,095

Expense Breakdown

Grants Paid $55,381

Salaries & Benefits $0

Fundraising Expenses $20,007

Program Expenses $63,875

Other Expenses $33,661

TOTAL EXPENSES $89,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,095	$137,960	+0.3%
Expenses	$89,042	$53,710	+0.7%
Net Income	$85,053	$84,250	+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

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
Carol Stoker	Member & Former President	1.00	Director	$0	$0	$0
Kris Algeria	Member	1.00	Director	$0	$0	$0
Marla Espeseth	Member	1.00	Director	$0	$0	$0
Sarah Harris	Member	1.00	Director	$0	$0	$0
Nicole Keesecker Plourde	Member	1.00	Director	$0	$0	$0
Evelyn Lauer	Member	1.00	Director	$0	$0	$0
Jason Star	Member	1.00	Director	$0	$0	$0
Molly Lane	Secretary (Teacher Rep)	3.00	Officer	$0	$0	$0
Allison Schwartz	President	10.00	Officer	$0	$0	$0
Katie Mochalski	Vice President	3.00	Officer	$0	$0	$0
Kathy Alvarez	Treasurer	3.00	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	$174,095	$89,042	$305,783	$85,053

Friends of Amundsen c/o Amundsen High School