AUM FOUNDATION USA INC (EIN 872555726) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

ALKA BHARGAV

Phone

2567243634

Tax Period

2024-01-01 to 2024-12-31

AUM FOUNDATION USA INC, founded in 2021, is a small nonprofit in the Education sector that reported $300K in total revenue in fiscal year 2021. The organization ran a surplus of $299K, a strong 100% operating margin.

Mission

AUM FOUNDATION OFFERS THE PATHWAY 2 SUCCESS (P2S) PROGRAM FOR UNDER- RESOURCED FEMALE HIGH SCHOOL STUDENTS IN THEIR SENIOR YEAR.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $584,602

Program Service Revenue $14,106

Investment Income $24,870

Other Revenue $5,693

TOTAL REVENUE $629,271

Expense Breakdown

Grants Paid $141,009

Salaries & Benefits $198,191

Fundraising Expenses $0

Program Expenses $413,203

Other Expenses $147,506

TOTAL EXPENSES $486,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$629,271	$438,223	+0.4%
Expenses	$486,706	$418,940	+0.2%
Net Income	$142,565	$19,283	+6.4%

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

Volunteers

165

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
HOLLIE BEAVER	BOARD MEMBER	2.00	Director	$0	$0	$0
ALKA BHARGAV	BOARD CHAIR	40.00	Officer Director	$0	$0	$0
SAMANTHA BRINKLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
DR BELINDA EDWARDS	SECRETARY	2.00	Officer Director	$0	$0	$0
GINNY LIGHT GIBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MCCOY	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON MILLER	TREASURER	5.00	Officer Director	$0	$0	$0
ANGELE MONCONDUIT	CHAIR	10.00	Officer Director	$0	$0	$0
PRANTEEK PATNAIK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NICOLE SLYMAN	FORMER CHAIR	10.00	Officer Director	$0	$0	$0
ANGEL STINSON	ASSISTANT	1.00	Officer Director	$0	$0	$0
ASHLEY WIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
SADY ZAYAS-VISSER	BOARD MEMBER	1.00	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	$629,271	$486,706	$937,211	$142,565
2023	$438,223	$418,940	$802,112	$19,283
2022	$777,682	$300,197	$783,099	$477,485
2021	$299,515	$69	$299,446	$299,446

AUM FOUNDATION USA INC