OSAGE NATION FOUNDATION (EIN 113756317) - 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

2005

Legal Domicile

Principal Officer

MONTE BOULANGER

Phone

8174215620

Tax Period

2024-10-01 to 2025-09-30

OSAGE NATION FOUNDATION, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $692K in total revenue in fiscal year 2024. The organization ran a surplus of $283K, a strong 41% operating margin.

Mission

THE MISSION OF THE OSAGE NATION FOUNDATION IS TO PROMOTE AND ENHANCE THE GENERAL WELFARE OF THE PEOPLE OF THE OSAGE NATION BY SUPPORTING CULTURAL, EDUCATIONAL, HEALTH, HISTORICAL, COMMUNITY AND OTHER APPROPRIATE ACTIVITIES AND PROGRAMS.

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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 $544,120

Program Service Revenue $0

Investment Income $37,494

Other Revenue $110,081

TOTAL REVENUE $691,695

Expense Breakdown

Grants Paid $249,588

Salaries & Benefits $9,780

Fundraising Expenses $0

Program Expenses $252,768

Other Expenses $149,398

TOTAL EXPENSES $408,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$691,695	$697,449	0.0%
Expenses	$408,766	$355,095	+0.2%
Net Income	$282,929	$342,354	-0.2%

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

$3,480

Total Directors

$9,780

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONTE BOULANGER	CHAIRMAN	1.00	Officer Director	$3,480	$0	$3,480
NANCY PILLSBURY SHIRLEY	TREASURER	1.00	Officer Director	$0	$0	$0
BILL WEBB	EXECUTIVE DIRECTOR	20.00	Director	$0	$0	$0
JULIA O'KEEFE	BOARD MEMBER	1.00	Director	$3,150	$0	$3,150
WELENA QUETON	BOARD MEMBER	1.00	Director	$3,150	$0	$3,150

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	$691,695	$408,766	$13,298,938	$282,929
2024	$697,449	$355,095	$12,996,942	$342,354
2023	$504,596	$298,019	$12,633,246	$206,577
2022	$316,386	$289,967	$12,422,566	$26,419
2021	$259,965	$279,488	$12,399,251	$-19,523
2020	$497,813	$314,182	$12,473,229	$183,631

OSAGE NATION FOUNDATION