OLEY VALLEY COMMUNITY EDUCATION FOUNDATION (EIN 232867151) - 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

1996

Legal Domicile

Principal Officer

STEPHANIE WAITS

Phone

6109874100

Tax Period

2024-07-01 to 2025-06-30

OLEY VALLEY COMMUNITY EDUCATION FOUNDATION, founded in 1996, is a small nonprofit in the Education sector that reported $404K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 43% operating margin.

Mission

TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR PEOPLE IN THE OLEY VALLEY SCHOOL DISTRICT

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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 $227,271

Program Service Revenue $0

Investment Income $20,870

Other Revenue $155,761

TOTAL REVENUE $403,902

Expense Breakdown

Grants Paid $154,275

Salaries & Benefits $43,203

Fundraising Expenses $11,779

Program Expenses $182,799

Other Expenses $30,986

TOTAL EXPENSES $228,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$403,902	$227,610	+0.8%
Expenses	$228,464	$202,693	+0.1%
Net Income	$175,438	$24,917	+6.0%

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

$43,203

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN BIEBER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BILLERA-SMITH	TRUSTEE	1.00	Director	$0	$0	$0
RYAN KRALL	TRUSTEE/SECRETARY (EFFECTIVE 10/9/25)	1.00	Director	$0	$0	$0
CHRISTOPHER HARTMAN	TRUSTEE	1.00	Director	$0	$0	$0
TRACY DONOFF	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA WOODARD	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
KELSEY FEEG	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH HARTZ	TRUSTEE	1.00	Director	$0	$0	$0
MIKE BUCKLIN	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE DOWNING	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN PAWLING	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN PLETSCHER	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE (NON-VOTING)	1.00		$0	$0	$0
N/A	TRUSTEE (NON-VOTING)	1.00		$0	$0	$0
N/A	TRUSTEE (NON-VOTING)	1.00		$0	$0	$0
N/A	TRUSTEE (NON-VOTING)	1.00		$0	$0	$0
N/A	TRUSTEE (NON-VOTING)	1.00		$0	$0	$0
THOMAS KAUFFMAN	PRESIDENT (THROUGH 10/9/25)	1.00	Officer	$0	$0	$0
KIRSTEN DEYSHER	VICE PRESIDENT (THROUGH 10/10/24)	1.00	Officer	$0	$0	$0
THOMAS PRICE	TREASURER (THROUGH 10/10/24)	1.00	Officer	$0	$0	$0
LISA SCHAEFFER	SECRETARY (THROUGH 10/9/25)	1.00	Officer	$0	$0	$0
STEPHANIE WAITS	TRUSTEE/PRESIDENT (EFFECTIVE 10/10/24)	1.00	Officer	$0	$0	$0
ASHLEY BLESSING	TRUSTEE/TREASURER (EFFECTIVE 10/10/24)	1.00	Officer	$0	$0	$0
LAUREN GLUCKMAN	TRUSTEE/VICE PRESIDENT (EFFECTIVE 10/9/25)	1.00	Officer	$0	$0	$0
JENNIFER SCHORR	EXECUTIVE DIRECTOR	30.00	Key Emp	$43,203	$0	$43,203

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	$403,902	$228,464	$1,229,978	$175,438
2024	$227,610	$202,693	$1,036,009	$24,917
2023	$357,422	$200,747	$939,591	$156,675
2022	$184,319	$161,285	$754,345	$23,034
2021	$174,404	$130,007	$768,647	$44,397
2020	$128,998	$123,567	$606,063	$5,431
2019	$156,777	$120,502	$641,336	$36,275
2018	$146,431	$115,282	$594,904	$31,149

OLEY VALLEY COMMUNITY EDUCATION FOUNDATION