FRIENDS WESTERN SCHOOL

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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

2004

Legal Domicile

Principal Officer

ADRIENNE GRUBEN

Phone

6263651068

Tax Period

2024-09-01 to 2025-08-31

FRIENDS WESTERN SCHOOL, founded in 2004, is a small nonprofit in the Education sector that reported $550K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $689K exceeded revenue, resulting in a 25% operating deficit.

Mission

FRIENDS WESTERN SCHOOL RESTS IN THE FOUNDATION PROVIDED BY THE QUAKER BELIEF THAT THERE IS AN INNER LIGHT IN EACH OF US. THIS IDEA INSPIRES THE ETHOS OF SUPPORT, ENCOURAGEMENT, RESPECT AND KINDNESS THAT IS EVIDENT AT FRIENDS WESTERN. WE SEEK DIVERSITY AND WELCOME FAMILIES OF ALL FAITHS AND NO FAITH. - FOSTER ACADEMIC INQUIRY AND LEARNING- ENCOURAGE AND HONOR EACH CHILDS INDIVIDUALITY AND UNIQUE GIFTS- PREPARE CHILDREN TO USE THEIR KNOWLEDGE WITH CREATIVITY AND COMPASSION- NOURISH A DIVERSE AND ENGAGED COMMUNITY OF TEACHERS, CHILDREN AND PARENTS

Program Service Accomplishments

Program 1

Expenses: $34,149

SCHOOLING

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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 $20,176

Program Service Revenue $475,000

Investment Income $0

Other Revenue $54,342

TOTAL REVENUE $549,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $526,111

Fundraising Expenses $0

Program Expenses $34,149

Other Expenses $163,048

TOTAL EXPENSES $689,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$549,518	$708,807	-0.2%
Expenses	$689,159	$673,060	+0.0%
Net Income	$-139,641	$35,747	-4.9%

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

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
APOLONIA PANAGOPOULOS	BOARD CHAIR	15.00	Director	$0	$0	$0
PHILLIP DEL RIO	PERSONNEL CHAIR	15.00	Director	$0	$0	$0
CAMERON EDWARDS	ALUMNI RELATION	15.00	Director	$0	$0	$0
ADRIENNE GRUBEN	Treasurer	15.00	Director	$0	$0	$0
LAUREN LEE WHITE	Secretary	15.00	Director	$0	$0	$0
LEIGH MCDANIEL	DEV. CHAIR	15.00	Director	$0	$0	$0
ANJALI CARRASCO KOESTER	CLERK	15.00	Director	$0	$0	$0
JANE KRAUSE	OGM LIAISONS	15.00	Director	$0	$0	$0
NINA RIVINUS	OGM LIAISONS	15.00	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	$549,518	$689,159	$154,408	$-139,641
2024	$708,807	$673,060	$289,668	$35,747
2023	$670,839	$541,200	$261,865	$129,639
2021	$455,524	$444,022	$246,576	$11,502