THE AVJ FOUNDATION (EIN 752625919) - 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

1995

Legal Domicile

Principal Officer

KATIE ALFORD

Phone

3256763883

Tax Period

2024-07-01 to 2025-06-30

THE AVJ FOUNDATION, founded in 1995, is a micro nonprofit in the Community Improvement sector that reported $6K in total revenue in fiscal year 2024. Expenses of $70K exceeded revenue, resulting in a 1160% operating deficit.

Mission

THE ORGANIZATION'S EXCLUSIVE PURPOSE IS TO OPERATE AS A SUPPORTING ORGANIZATION FOR THE BENEFIT AND SUPPORT OF THE COMMUNITY FOUNDATION OF ABILENE, A TEXAS NON-PROFIT CORPORATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OF THE CODE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $100

Program Service Revenue $0

Investment Income $5,417

Other Revenue $0

TOTAL REVENUE $5,517

Expense Breakdown

Grants Paid $64,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,000

Other Expenses $5,512

TOTAL EXPENSES $69,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,517	$5,497	+0.0%
Expenses	$69,512	$213,990	-0.7%
Net Income	$-63,995	$-208,493	-0.7%

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

$277,200

Total Directors

$277,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI JONES	PRESIDENT	0.50	Officer Director	$0	$0	$0
KC JONES	VICE-PRESIDENT	0.50	Officer Director	$0	$0	$0
KATIE ALFORD	SECRETARY	0.50	Officer Director	$0	$14,700	$277,200
JASON HALL	TRUSTEE	0.50	Director	$0	$0	$0
CAROLYN BECKHAM	TRUSTEE	0.50	Director	$0	$0	$0
SAM VINSON	TRUSTEE	0.50	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	$5,517	$69,512	$110,265	$-63,995
2024	$5,497	$213,990	$164,434	$-208,493
2023	$403,600	$187,711	$358,110	$215,889
2022	$13,639	$123,264	$137,673	$-109,625
2021	$139,862	$89,872	$275,875	$49,990
2020	$3,700	$60,398	$152,747	$-56,698
2019	$5,281	$92,032	$212,488	$-86,751
2018	$9,235	$85,744	$301,572	$-76,509

THE AVJ FOUNDATION