FRIENDS OF MARQUEZ

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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

1983

Legal Domicile

Principal Officer

BARBARA O'BRIEN

Phone

3104544019

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF MARQUEZ, founded in 1983, is a small nonprofit in the Education sector that reported $670K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $398K, a strong 59% operating margin.

Mission

OUR PURPOSE IS "TO IMPROVE THE QUALITY OF EDUCATION FOR ALL MARQUEZ CHARTER SCHOOL STUDENTS, BY PLANNING, FUNDING, AND/OR OPERATING SUPPLEMENTAL EDUCATION PROGRAMS TO ENRICH THE CURRICULUM OF BASIC EDUCATION OFFERED TO STUDENTS AT MARQUEZ CHARTER (SEE SCHEDULE O) SCHOOL; AND TO CONDUCT FUNDRAISING ACTIVITIES FOR THE SUPPORT OF SUCH PROGRAMS."

Program Service Accomplishments

Program 1

Expenses: $209,098

SUPPORT FOR ENRICHMENT CLASSES THAT ARE NOT PROVIDED BY LAUSD. THESE ARE GENERALLY SCIENCE, PE, MUSIC, ART AND ROBOTICS TEACHERS.

Program 2

Expenses: $23,263

PROVIDE EDUCATIONAL SUPPLIES (FOR EXAMPLE, LAPTOPS AND IPADS FOR INSTRUCTION, BOOKS FOR THE LIBRARY, ETC.) THAT IS NOT COVERED BY LAUSD AS WELL AS OTHER SUPPORT SUCH AS FIELD TRIPS, TECH SUPPORT, AND...

Program 3

Expenses: $19,850

PROVIDE FOR ADDITIONAL INSTRUCTIONAL AIDES BEYOND THOSE PROVIDED BY LAUSD TO ASSIST WITH INSTRUCTION AND TEACHING IN THE CLASSROOM.

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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 $634,287

Program Service Revenue $0

Investment Income $17,596

Other Revenue $18,585

TOTAL REVENUE $670,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $252,211

Other Expenses $272,477

TOTAL EXPENSES $272,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$670,468	$557,236	+0.2%
Expenses	$272,477	$593,809	-0.5%
Net Income	$397,991	$-36,573	-11.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY LUPE	DIRECTOR, VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
TAWNY KRINTZMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROSA WACHS	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE NICK	DIRECTOR, CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
SARAH GOTTLIEB	DIRECTOR, CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
MANDA SISCO	DIRECTOR, CO-SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID MAZZA	TREASURER	3.00	Officer Director	$0	$0	$0
SHOSHANA HIMMEL	DIRECTOR	3.00	Director	$0	$0	$0
NOUSHA MASHKOURI	DIRECTOR, CO-SECRETARY	1.00	Officer 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	$670,468	$272,477	$1,111,635	$397,991
2024	$557,236	$593,809	$739,373	$-36,573
2023	$866,685	$540,871	$718,338	$325,814
2022	$464,108	$670,239	$403,508	$-206,131
2021	$302,136	$325,687	$625,395	$-23,551
2020	$567,910	$505,622	$663,269	$62,288
2019	$642,591	$924,301	$579,498	$-281,710
2018	$700,922	$632,786	$859,610	$68,136