ALLIED FOUNDATION INC (EIN 473618153) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

HEATHER EDWARDS

Phone

6313864185

Tax Period

2025-01-01 to 2025-12-31

ALLIED FOUNDATION INC, founded in 2015, is a small nonprofit in the Youth Development sector that reported $287K in total revenue in fiscal year 2025. Expenses of $277K left a modest 3% surplus.

Mission

OUR MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN THE COMMUNITY. WE ACCOMPLISH OUR MISSION THROUGH NEWBORN SUPPORT, EARLY CHILDHOOD LITERACY, AND THE ANDREW FIERSTEIN MEMORIAL AWARD. WE OPERATE A BASIC NEEDS BANK WHERE WE DISTRIBUTE DIAPERS AND PERIOD SUPPLIES, FREE OF CHARGE TO THOSE IN NEED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $269,034

Program Service Revenue $0

Investment Income $0

Other Revenue $17,478

TOTAL REVENUE $286,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,190

Other Expenses $276,800

TOTAL EXPENSES $276,800

Year-over-Year Comparison

	2025	2024	Change
Revenue	$286,512	$269,201	+0.1%
Expenses	$276,800	$292,872	-0.1%
Net Income	$9,712	$-23,671	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$134,242

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE COHEN MD	TREASURER	2.00	Officer Director	$0	$0	$0
GARY MIRKIN MD	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SHAER MD	DIRECTOR	2.00	Director	$0	$0	$0
KERRY FIERSTEIN MD	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SVITEK MD	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD PARK	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER EDWARDS	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$134,242
BRIANNE CHIDICHIMO	SECRETARY	5.00	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
2025	$286,512	$276,800	$31,581	$9,712
2024	$269,201	$292,872	$12,299	$-23,671
2023	$312,056	$303,789	$33,918	$8,267
2022	$771,419	$792,837	$18,703	$-21,418

ALLIED FOUNDATION INC