THE OJC FUND (EIN 113618879) - Form 990 Financial Analysis & Trantor Score

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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

2001

Legal Domicile

Principal Officer

KALMEN EKSTEIN

Phone

7185991400

Tax Period

2022-07-01 to 2023-06-30

THE OJC FUND, founded in 2001, is a major nonprofit in the Education sector that reported $350.7M in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

TO MAINTAIN A DONOR ADVISED FUND BY HONORING OUR COMMITMENT TO FUNDHOLDERS BY PROVIDING SERVICES TO MAKE THEIR CHARITABLE GIVING ADMINISTRATIVELY EFFICIENT, AND PERSONALLY REWARDING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $350,273,922

Program Service Revenue $0

Investment Income $413,558

Other Revenue $0

TOTAL REVENUE $350,687,480

Expense Breakdown

Grants Paid $338,935,575

Salaries & Benefits $1,918,442

Fundraising Expenses $906,988

Program Expenses $338,935,575

Other Expenses $2,112,050

TOTAL EXPENSES $342,966,067

Year-over-Year Comparison

	2022	2021	Change
Revenue	$350,687,480	$268,071,106	+0.3%
Expenses	$342,966,067	$245,844,991	+0.4%
Net Income	$7,721,413	$22,226,115	-0.7%

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

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

$1,205,052

Total Directors

$1,205,052

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EFRAIM SOFER	PRESIDENT & CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$735,527	$28,010	$763,537
KALMEN EKSTEIN	TREASURER & CHIEF FINANCIAL OFFICER	40.00	Officer Director	$406,200	$35,315	$441,515
NATHAN SMAIA	SECRETARY	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$350,687,480	$342,966,067	$53,969,063	$7,721,413
2022	$268,071,106	$245,844,991	$45,341,416	$22,226,115
2021	$136,800,085	$126,046,014	$23,560,613	$10,754,071
2020	$81,010,563	$78,247,931	$12,347,929	$2,762,632
2019	$65,149,094	$61,417,858	$9,549,307	$3,731,236
2018	$47,282,104	$45,130,021	$5,808,310	$2,152,083

THE OJC FUND