OTTO-ELDRED EDUCATION FOUNDATION (EIN 271290356) - 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

2010

Legal Domicile

Tax Period

2021-01-01 to 2021-12-31

OTTO-ELDRED EDUCATION FOUNDATION, founded in 2010, is a micro nonprofit in the Education sector that reported $5K in total revenue in fiscal year 2021. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $19K exceeded revenue, resulting in a 307% operating deficit.

Mission

TO RECEIVE AND ALLOCATE RESOURCES THAT SERVE TO PROMOTE AND COMPLEMENT SCHOLASTIC EXCELLENCE BY EXPANDING LEARNING OPPORTUNITIES, BY MAXIMIZING STUDENT AND STAFF POTENTIAL, AND BY ADVANCING THE FINE WORK ALREADY UNDERWAY IN THE OTTO-ELDRED PUBLIC SCHOOLS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $4,653

Program Service Revenue $0

Investment Income $34

Other Revenue $0

TOTAL REVENUE $4,687

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,087

Other Expenses $8,587

TOTAL EXPENSES $19,087

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,687	$7,982	-0.4%
Expenses	$19,087	$15,893	+0.2%
Net Income	$-14,400	$-7,911	+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
MAUREEN RAUGHT	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SLAVIN	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA WOLF	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
MATT SPLAIN	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP LABELLA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN HEPFER	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARB CLOSE	SECRETARY	1.00	Officer Director	$0	$0	$0
BRENDA LONG	TREASURER	1.00	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
2021	$4,687	$19,087	$496,380	$-14,400
2020	$7,982	$15,893	$456,687	$-7,911
2019	$7,476	$16,703	$421,119	$-9,227
2018	$278,228	$7,112	$366,013	$271,116

OTTO-ELDRED EDUCATION FOUNDATION