FRIENDZY INC

EIN: 472672518 501(c)(3) Health Care

LAKE OSWEGO, OR

Total Revenue
$3,854,535
Total Expenses
$3,474,332
Total Assets
$1,969,374
Net Assets
$1,327,246
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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
2014
Legal Domicile
OR
Principal Officer
JOY ROBERTS
Phone
5036840100
Tax Period
2024-01-01 to 2024-12-31

FRIENDZY INC, founded in 2014, is a community nonprofit in the Health Care sector that reported $3.9M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 10% surplus.

Mission

DEVELOP TRAINING AND CURRICULUM THAT TEACHES SOCIAL EMOTIONAL CHARACTER DEVELOPMENT SKILLS TO TEACHERS AND STUDENTS. WE EXIST TO SUPPORT AND SERVE SCHOOLS AND ORGANIZATIONS WHO ARE INVESTING IN EQUIPPING STUDENTS WITH THE SKILLS NEEDED TO HAVE STRONG SOCIAL CONNECTIONS AND AN ABILITY TO REGULATE THEIR EMOTIONS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $245
Program Service Revenue $3,831,949
Investment Income $22,341
Other Revenue $0
TOTAL REVENUE $3,854,535

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,785,718
Fundraising Expenses $0
Program Expenses $2,990,811
Other Expenses $1,688,614
TOTAL EXPENSES $3,474,332

Year-over-Year Comparison

2024 2023 Change
Revenue $3,854,535 $3,693,250 +0.0%
Expenses $3,474,332 $3,135,422 +0.1%
Net Income $380,203 $557,828 -0.3%
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

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Governance

Voting Members
7
Independent Members
4
Employees
26
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
3
$300,000
Total Directors
7
$300,000
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOY ROBERTS PRESIDENT 40.00
Officer Director
$75,000 $75,000 $150,000
JULIE WIDMAN VICE PRESIDENT 40.00
Officer Director
$75,000 $75,000 $150,000
SCOTT ROBERTS SECRETARY 5.00
Officer Director
$0 $0 $0
CHAD PASLEY DIRECTOR 1.00
Director
$0 $0 $0
KRISTINE O'NESKY DIRECTOR 1.00
Director
$0 $0 $0
NATALIA WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
SUE SCOTT DIRECTOR 1.00
Director
$0 $0 $0
JULIE EMORY-JOHNSON EDD DIRECTOR OF NATIONAL PARTNERSHIPS 40.00
Highest
$118,825 $7,078 $125,903
LISA LAWRENZ EDS DIRECTOR OF SCHOOL CARE 40.00
Highest
$118,825 $0 $118,825
MEGAN MAJCHROWICZ LEAD PARTNERSHIP SPECIALIST 40.00
Highest
$119,000 $0 $119,000
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 $3,854,535 $3,474,332 $1,969,374 $380,203
2023 $3,693,250 $3,135,422 $1,638,785 $557,828
2022 $2,318,733 $2,128,383 $919,175 $190,350
2021 $1,248,539 $1,131,768 $354,854 $116,771
2020 $472,867 $435,966 $91,012 $36,901
2019 $271,279 $297,176 $30,219 $-25,897
2018 $227,861 $191,531 $56,116 $36,330
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