SHAUN OHARA FOUNDATION INC (EIN 264145893) - 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

2009

Legal Domicile

Principal Officer

JAMES RUH

Phone

9086128100

Tax Period

2024-01-01 to 2024-12-31

SHAUN OHARA FOUNDATION INC, founded in 2009, is a small nonprofit in the Education sector that reported $188K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

THE SHAUN O'HARA FOUNDATION WAS FOUNDED FOR THE PURPOSE OF HELPING TO INCREASE KNOWLEDGE AND EDUCATION IN LIFE-THREATENING DISEASES FOR WHICH THERE IS LIMITED FUNDING.

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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 $156,875

Program Service Revenue $0

Investment Income $5

Other Revenue $30,777

TOTAL REVENUE $187,657

Expense Breakdown

Grants Paid $84,282

Salaries & Benefits $0

Fundraising Expenses $85,718

Program Expenses $85,255

Other Expenses $103,153

TOTAL EXPENSES $187,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,657	$210,371	-0.1%
Expenses	$187,435	$209,389	-0.1%
Net Income	$222	$982	-0.8%

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
SHAUN O'HARA	EXECUTIVE DIRECTOR	4	Officer Director	$0	$0	$0
JAMES RUH	TREASURER	10	Officer Director	$0	$0	$0
JOSIANNE D KOERNER	TRUSTEE	1	Director	$0	$0	$0
ANDREW KOERNER	TRUSTEE	1	Director	$0	$0	$0
NORMAN R MANTZ	TRUSTEE	1	Director	$0	$0	$0
NOEL LA MONTAGNE	TRUSTEE	1	Director	$0	$0	$0
LYNN A O'HARA	TRUSTEE	1	Director	$0	$0	$0
DAVID K O'HARA	TRUSTEE	1	Director	$0	$0	$0
AMY W O'HARA	TRUSTEE	1	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	$187,657	$187,435	$7,746	$222
2023	$210,371	$209,389	$7,524	$982
2022	$196,415	$208,203	$6,542	$-11,788
2021	$115,244	$115,882	$19,330	$-638
2020	$34,540	$19,583	$18,968	$14,957
2019	$80,725	$80,280	$4,011	$445
2018	$70,549	$73,577	$3,566	$-3,028

SHAUN OHARA FOUNDATION INC