ABBEY AUM FOUNDATION (EIN 841907709) - 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

2019

Legal Domicile

Principal Officer

MARY HUGHES

Phone

4062633329

Tax Period

2025-01-01 to 2025-12-31

ABBEY AUM FOUNDATION, founded in 2019, is a micro nonprofit in the Unknown sector that reported $28K in total revenue in fiscal year 2025. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $70K exceeded revenue, resulting in a 150% operating deficit.

Mission

ABBEY AUM SHALL BE EMPLOYED IN THE ESTABLISHMENT AND ON-GOING SUPPORT OF A PLACE DEDICATED TO THE DAILY PRACTICE AND STUDY OF SPIRITUAL PATHS AND TEACHING OF SPIRITUAL AND RELIGIOUS TOLERANCE AND EDUCATION TO THE COMMUNITY AND WIDER WORLD.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,382

Investment Income $22,613

Other Revenue $0

TOTAL REVENUE $27,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,304

Other Expenses $70,126

TOTAL EXPENSES $70,126

Year-over-Year Comparison

	2025	2024	Change
Revenue	$27,995	$99,996	-0.7%
Expenses	$70,126	$30,795	+1.3%
Net Income	$-42,131	$69,201	-1.6%

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
MARY HUGHES	DIRECTOR	10.00	Director	$0	$0	$0
DYLAN HUGHES	DIRECTOR	10.00	Director	$0	$0	$0
LAURIE KOESSL	DIRECTOR	10.00	Director	$0	$0	$0
TONI LAGREE	DIRECTOR	10.00	Director	$0	$0	$0
BONNIE NOVAK	DIRECTOR	10.00	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
2025	$27,995	$70,126	$1,245,241	$-42,131
2024	$99,996	$30,795	$1,287,371	$69,201
2023	$24,961	$33,943	$1,218,171	$-8,982
2022	$15,479	$32,160	$1,227,153	$-16,681
2021	$25,718	$22,590	$1,243,805	$3,128
2020	$960,481	$13,025	$1,236,760	$947,456

ABBEY AUM FOUNDATION