THE OLEY FOUNDATION INC (EIN 133194182) - 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

1983

Legal Domicile

Principal Officer

BETH GORE PHD

Phone

5182625079

Tax Period

2023-10-01 to 2024-09-30

THE OLEY FOUNDATION INC, founded in 1983, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $284K, a strong 22% operating margin.

Mission

TO PROVIDE INFORMATION AND PSYCHO-SOCIAL SUPPORT TO PATIENTS, FAMILIES, CAREGIVERS AND PROFESSIONALS OF HOME NUTRITION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,107,181

Program Service Revenue $142,467

Investment Income $48,635

Other Revenue $0

TOTAL REVENUE $1,298,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $618,346

Fundraising Expenses $196,232

Program Expenses $637,074

Other Expenses $395,492

TOTAL EXPENSES $1,013,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,298,283	$807,840	+0.6%
Expenses	$1,013,838	$789,997	+0.3%
Net Income	$284,445	$17,843	+14.9%

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

$111,965

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH GORE PHD	CEO	40.00	Director	$111,965	$0	$111,965
STEVE ATKINSON	Treasurer	2.00	Officer Director	$0	$0	$0
VANESSA KUMPF	Secretary	2.00	Officer Director	$0	$0	$0
LISA EPP RDN	Trustee	2.00	Director	$0	$0	$0
JOHN MAHALCHAK	Trustee	2.00	Director	$0	$0	$0
DAVID MERCER MD	Trustee	2.00	Director	$0	$0	$0
KELLY TAPPENDEN PHD RD	President	5.00	Officer Director	$0	$0	$0
SHIRLEY HUANG MD	Vice President	5.00	Officer Director	$0	$0	$0
MANPREET MUNDI MD	Trustee	2.00	Director	$0	$0	$0
LYN HOWARD MB	Trustee	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
2024	$1,298,283	$1,013,838	$2,761,242	$284,445
2023	$807,840	$789,997	$2,314,103	$17,843
2022	$713,451	$618,171	$2,313,867	$95,280
2021	$862,345	$477,801	$2,239,501	$384,544
2020	$682,669	$507,554	$1,808,345	$175,115
2019	$957,474	$727,852	$1,590,576	$229,622
2018	$728,102	$622,947	$1,434,864	$105,155

THE OLEY FOUNDATION INC