AMERICAN WESLEY ALUMNAE FOUNDATION

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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

2024

Phone

5105793713

Tax Period

2025-01-01 to 2025-12-31

AMERICAN WESLEY ALUMNAE FOUNDATION, founded in 2024, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2025.

Mission

The specific purpose of this corporation is to inspire and mobilize the American Wesley alumnae to support the advancement of our alma mater and philanthropy. The foundation members are graduates of the Wesley High School and Will provide support for the institution in the form of financial contributions, student recruitment efforts, promotional activities, fund-raising events and continued ties with the academic program. The estimated activity cost should be less than 10 precent of all donation received, and all remaining funds will be donated to Wesley High School to support education for the next generation.

Program Service Accomplishments

Program 1

Expenses: $208,994 Revenue: $201,380

The foundation members are graduates of the Wesley High School and Will provide support for the institution in the form of financial contributions, student recruitment efforts, promotional...

The foundation members are graduates of the Wesley High School and Will provide support for the institution in the form of financial contributions, student recruitment efforts, promotional activities, fund-raising events and continued ties with the academic program.

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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 $201,380

Program Service Revenue $0

Investment Income $9,902

Other Revenue $0

TOTAL REVENUE $211,282

Expense Breakdown

Grants Paid $208,449

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,994

Other Expenses $545

TOTAL EXPENSES $208,994

Year-over-Year Comparison

	2025	2024	Change
Revenue	$211,282	N/A	N/A
Expenses	$208,994	N/A	N/A
Net Income	$2,288	$0	N/A

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
Katerina Huang	CEO	2	Officer	$0	$0	$0
Patricia Lee	CFO	2	Officer	$0	$0	$0
Dianne Chao	Secretary	2	Officer	$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	$211,282	$208,994	$4,384	$2,288