THE OLE EDUCATION FUND (EIN 271275857) - 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

ALISA COOPER DE URIBE

Phone

5053796947

Tax Period

2024-01-01 to 2024-12-31

THE OLE EDUCATION FUND, founded in 2009, is a community nonprofit in the Civil Rights & Advocacy sector that reported $3.0M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $946K, a strong 32% operating margin.

Mission

PROVIDE EDUCATIONAL TRAINING PROGRAMS TO COMMUNITY ORGANIZERS

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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 $2,759,937

Program Service Revenue $4,700

Investment Income $195,993

Other Revenue $0

TOTAL REVENUE $2,960,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,639,118

Other Expenses $2,014,774

TOTAL EXPENSES $2,014,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,960,630	$3,902,553	-0.2%
Expenses	$2,014,774	$2,535,494	-0.2%
Net Income	$945,856	$1,367,059	-0.3%

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

540

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
ALISA COOPER DE URIBE	PRESIDENT/TREAS	4.00	Officer	$0	$0	$0
CHRISTINA HERRERA FURST	DIRECTOR	1.00	Director	$0	$0	$0
ORIANA SANDOVAL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIO URIBE	DIRECTOR	1.00	Director	$0	$0	$0
CECY VELASCO	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HENDERSON	EXEC DIRECTOR	1.00	Key Emp	$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	$2,960,630	$2,014,774	$7,509,782	$945,856
2023	$3,902,553	$2,535,494	$6,823,785	$1,367,059
2022	$3,742,368	$2,950,677	$5,182,076	$791,691
2021	$3,539,658	$1,364,683	$4,415,013	$2,174,975
2020	$1,595,232	$855,343	$2,249,064	$739,889
2019	$1,891,310	$1,265,583	$1,565,544	$625,727
2018	$1,162,824	$1,196,057	$843,629	$-33,233

THE OLE EDUCATION FUND