OLLU Main Building

🔒

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

2009

Legal Domicile

Principal Officer

Paul Olivier

Phone

2104346711

Tax Period

2020-06-01 to 2021-05-31

Mission

TO SUPPORT OLLU IN ITS MISSION OF ENSURING QUALITY, INNOVATIVE UNDERGRADUATE AND GRADUATE LEARNING EXPERIENCES AND FOSTERING SPIRITUAL, PERSONAL AND PROFESSIONAL GROWTH WHILE PREPARING STUDENTS FOR SUCCESS.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

SUPPORT TO OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO, MAINTAINING A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, TO USE AND APPLY THE INCOME DERIVED THEREFROM EXCLUSIVELY FOR THE BENEFIT...

🔒

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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

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

$238,501

Total Directors

$627,015

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE E MELBY	TRUSTEE	2.0	Director	$0	$20,512	$388,514
ANTHONY TURRIETTA	VP FINANCE	2.0	Officer Director	$0	$36,640	$238,501
LORENA G GONZALEZ	TRUSTEE	1.0	Director	$0	$0	$0
GEORGE PERSON	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
ROY TERRACINA	PAST CHAIRMAN	1.0	Officer Director	$0	$0	$0
JANIE BARRERA	SECRETARY OF BOARD	1.0	Officer Director	$0	$0	$0
RICHARD CASTRO	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL MARTEL	TRUSTEE	1.0	Director	$0	$0	$0
PAUL OLIVIER	Chairman of Board	1.0	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	No data	No data	No data	No data
2020	No data	No data	No data	No data
2019	No data	No data	No data	No data
2018	No data	No data	No data	No data