OHIO JEWELERS EDUCATION FOUNDATION (EIN 202612052) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

DANIEL P PUGH

Phone

6144643034

Tax Period

2020-01-01 to 2020-12-31

OHIO JEWELERS EDUCATION FOUNDATION, founded in 2005, is a micro nonprofit in the Education sector that reported $15K in total revenue in fiscal year 2020. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $10K, a strong 69% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS, GRANTS AND OTHER EDUCATIONAL OPPORTUNITIES TO EMPLOYEES OF JEWELERS WHO ARE MEMBERS OF THE OHIO JEWELERS ASSOCIATION AND TO HOLD EDUCATIONAL SEMINARS FOR THOSE IN THE INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,970

Program Service Revenue $0

Investment Income $12,738

Other Revenue $0

TOTAL REVENUE $14,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,839

Other Expenses $4,614

TOTAL EXPENSES $4,614

Year-over-Year Comparison

	2020	2019	Change
Revenue	$14,708	$18,178	-0.2%
Expenses	$4,614	$7,406	-0.4%
Net Income	$10,094	$10,772	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
LARRY HUG	SECRETARY/TR	0.50	Officer Director	$0	$0	$0
STEVE JONES	TREASURER	0.50	Officer Director	$0	$0	$0
DANIEL P PUGH	CHAIRMAN	0.50	Officer Director	$0	$0	$0
ADRI SFALCIN	EXECUTIVE SE	0.50	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
2020	$14,708	$4,614	$696,146	$10,094
2019	$18,178	$7,406	$628,550	$10,772
2018	$14,237	$8,510	$533,833	$5,727

OHIO JEWELERS EDUCATION FOUNDATION