ADAMS-FRIENDSHIP AREA EDUCATIONAL FOUNDATION INC (EIN 810570056) - 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

2002

Legal Domicile

Principal Officer

DEBRA WACHHOLZ

Phone

6083396703

Tax Period

2024-07-01 to 2025-06-30

ADAMS-FRIENDSHIP AREA EDUCATIONAL FOUNDATION INC, founded in 2002, is a small nonprofit in the Education sector that reported $282K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 60% operating margin.

Mission

RAISE MONEY TO SUPPORT EDUCATIONAL ADVANCEMENT IN THE COMMUNITY.

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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 $219,090

Program Service Revenue $0

Investment Income $63,079

Other Revenue $0

TOTAL REVENUE $282,169

Expense Breakdown

Grants Paid $105,174

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,624

Other Expenses $7,653

TOTAL EXPENSES $112,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,169	$168,225	+0.7%
Expenses	$112,827	$171,676	-0.3%
Net Income	$169,342	$-3,451	-50.1%

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
AMY BEAVER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JONES	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL NAWROT	DIRECTOR	1.00	Director	$0	$0	$0
LORI THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA KLICKO	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE RITCHIE	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN KLAUS	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN WETZEL	DIRECTOR	1.00	Director	$0	$0	$0
MARGE EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
DANNA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MACHAN	DIRECTOR	1.00	Director	$0	$0	$0
TOM MACHAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GARNETT	DIRECTOR	1.00	Director	$0	$0	$0
BILLY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JULIE HUTCHESON	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BEAVER	PRESIDENT	1.00	Officer	$0	$0	$0
KATHIE DYE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DEBRA WACHHOLZ	TREASURER	2.00	Officer	$0	$0	$0
DARLENE HOVORKA	SECRETARY	1.00	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	$282,169	$112,827	$1,215,736	$169,342
2024	$168,225	$171,676	$885,473	$-3,451
2023	$253,567	$143,599	$874,488	$109,968
2022	$193,564	$112,684	$737,597	$80,880
2021	$84,256	$16,504	$710,265	$67,752
2020	$106,985	$56,637	$507,199	$50,348
2019	$103,549	$119,093	$466,641	$-15,544
2018	$156,214	$103,852	$449,890	$52,362
2017	$375,965	$1,103,336	$384,429	$-727,371

ADAMS-FRIENDSHIP AREA EDUCATIONAL FOUNDATION INC