OSI FOUNDATION INC (EIN 200626196) - 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

2003

Legal Domicile

Principal Officer

LEANN SCOTT

Phone

8129484662

Tax Period

2024-07-01 to 2025-06-30

OSI FOUNDATION INC, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $113K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT THE CHARITABLE ECONOMIC DEVELOPMENT ACTIVITIES OF ONE SOUTHERN INDIANA. ONE SOUTHERN INDIANA SEEKS TO IMPLEMENT CHANGE IN ORDER TO ESTABLISH STRONGER ECONOMIC GROWTH, A BETTER EDUCATED AND BETTER PAID WORKFORCE, AND A STRUCTURE OF ADVOCACY WITH THE STATE OF INDIANA.

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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 $111,042

Program Service Revenue $0

Investment Income $1,773

Other Revenue $0

TOTAL REVENUE $112,815

Expense Breakdown

Grants Paid $105,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,720

Other Expenses $4,220

TOTAL EXPENSES $109,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,815	$84,925	+0.3%
Expenses	$109,720	$92,511	+0.2%
Net Income	$3,095	$-7,586	-1.4%

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
GREG NEELY	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON LOPP	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT OLINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN GRASTON	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM REEDY	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIE BILLINGSLEA III	BOARD MEMBER	2.00	Director	$0	$0	$0
LE ANN SCOTT	CHAIR	2.00	Officer Director	$0	$0	$0
CHRIS LOOP	SECRETARY/TREASURER	2.00	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	$112,815	$109,720	$69,196	$3,095
2024	$84,925	$92,511	$66,101	$-7,586
2023	$116,590	$122,980	$75,417	$-6,390
2022	$118,087	$154,863	$80,077	$-36,776
2021	$131,068	$124,279	$116,853	$6,789

OSI FOUNDATION INC