Amazima Asset Trust (EIN 836478881) - 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

2018

Legal Domicile

Principal Officer

John Feray

Phone

6156565355

Tax Period

2024-01-01 to 2024-12-31

Amazima Asset Trust, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $266K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

Supporting Organization

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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 $0

Program Service Revenue $0

Investment Income $265,808

Other Revenue $0

TOTAL REVENUE $265,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,808	$336,787	-0.2%
Expenses	N/A	N/A	N/A
Net Income	N/A	$336,787	N/A

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

$132,835

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Benjamin Merrill	Trustee (began 4/24)	1.00	Director	$0	$0	$0
Jill Kaess	Trustee (began 4/24)	1.00	Director	$0	$0	$0
John Feray	Trustee (began 4/24)	1.00	Director	$0	$0	$0
Rachel Weir	Trustee (began 4/24)	1.00	Director	$0	$3,000	$132,835
Darryl Thompson	Trustee (end 4/24)	2.00	Director	$0	$0	$0
Mary Pat Davis	Trustee (end 4/24)	2.00	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
2024	$265,808	No data	$14,229,892	No data
2023	$336,787	No data	$12,876,328	No data
2022	$203,194	No data	$11,653,693	No data
2021	$230,585	No data	$13,144,356	No data
2020	$11,866,091	No data	$12,288,545	No data

Amazima Asset Trust