AUBREY ROSE FOUNDATION (EIN 912103451) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

NANCY HOLLENKAMP

Phone

5137282680

Tax Period

2025-01-01 to 2025-12-31

AUBREY ROSE FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $273K in total revenue in fiscal year 2025. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $365K exceeded revenue, resulting in a 34% operating deficit.

Mission

TO HELP FAMILIES CARING FOR CHILDREN WITH LIFE THREATENING ILLNESSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $155,808

Program Service Revenue $0

Investment Income $14,195

Other Revenue $102,695

TOTAL REVENUE $272,698

Expense Breakdown

Grants Paid $94,005

Salaries & Benefits $156,486

Fundraising Expenses $234,043

Program Expenses $98,441

Other Expenses $114,813

TOTAL EXPENSES $365,304

Year-over-Year Comparison

	2025	2024	Change
Revenue	$272,698	$488,830	-0.4%
Expenses	$365,304	$254,111	+0.4%
Net Income	$-92,606	$234,719	-1.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

500

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

$57,500

Total Directors

$57,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY MUSSER	TREASURER	6.00	Officer Director	$0	$0	$0
JERRY HOLLENKAMP	BOARD MEMBER	8.00	Director	$0	$0	$0
NANCY HOLLENKAMP	PRESIDENT	40.00	Officer Director	$57,500	$0	$57,500
KRISTIN HIBBERT	SECRETARY	2.00	Officer Director	$0	$0	$0
SPENCER HOLLENKAMP	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN FINLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ALLIE STEVENS	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE LOECHTENFELDT	BOARD MEMBER	6.00	Director	$0	$0	$0
CINDY PETTIT	BOARD MEMBER	2.00	Director	$0	$0	$0
ANTHONY LAVATORI	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAT THIKKURISSY	BOARD MEMBER	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
2025	$272,698	$365,304	$243,279	$-92,606
2024	$488,830	$254,111	$399,424	$234,719
2023	$227,861	$235,125	$129,597	$-7,264
2022	$209,727	$274,233	$136,816	$-64,506
2021	$386,320	$269,206	$216,121	$117,114
2020	$107,512	$115,974	$232,445	$-8,462

AUBREY ROSE FOUNDATION