OHIO ASSOC OF STUDENT FINANCIAL AID ADMINISTRATORS (EIN 310883788) - 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

1977

Legal Domicile

Principal Officer

CJ WILLIAMS

Phone

4197722612

Tax Period

2023-07-01 to 2024-06-30

OHIO ASSOC OF STUDENT FINANCIAL AID ADMINISTRATORS, founded in 1977, is a small nonprofit in the Education sector that reported $119K in total revenue in fiscal year 2023. Expenses of $108K left a modest 9% surplus.

Mission

TRAINING FOR STUDENT FINANCIAL AID ADMINISTRATORS

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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 (2023)

Revenue Breakdown

Contributions & Grants $65,540

Program Service Revenue $27,835

Investment Income $23,897

Other Revenue $2,058

TOTAL REVENUE $119,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,711

Other Expenses $108,108

TOTAL EXPENSES $108,108

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,330	$114,789	+0.0%
Expenses	$108,108	$107,472	+0.0%
Net Income	$11,222	$7,317	+0.5%

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

N/A

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
SAM SELVAGE	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
JAYME JARRETT	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
DR ALEX JORDAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
LEANNE LEMASTER	VP FOR TRAIN	N/A	Officer Director	$0	$0	$0
ASHLEY EDER-HARTOIN	VP FOR CONFE	N/A	Officer Director	$0	$0	$0
ANDREA LEHMAN	SECRETARY	N/A	Officer Director	$0	$0	$0
LIZ JENNINGS	TREASURER EL	N/A	Officer Director	$0	$0	$0
CJ WILLIAMS	TREASURER	N/A	Officer Director	$0	$0	$0
RACHEL SANGRET	NE REGIONAL	N/A	Director	$0	$0	$0
SHANNON PHLEGAR	NW REGIONAL	N/A	Director	$0	$0	$0
ANGELA LAUER	SE REGIONAL	N/A	Director	$0	$0	$0
RON JACKSON	SW REGIONAL	N/A	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
2025	No data	No data	No data	No data
2024	$119,330	$108,108	$398,427	$11,222
2023	$114,789	$107,472	$346,073	$7,317
2022	$114,830	$100,638	$315,475	$14,192
2021	$45,490	$19,461	$381,336	$26,029
2020	$49,998	$40,363	$298,078	$9,635

OHIO ASSOC OF STUDENT FINANCIAL AID ADMINISTRATORS