OHIO REALTORS CHARITABLE & EDUCATIONAL FOUNDATION (EIN 310998071) - 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

1980

Legal Domicile

Principal Officer

GARRY MOON

Phone

6142286675

Tax Period

2025-01-01 to 2025-12-31

OHIO REALTORS CHARITABLE & EDUCATIONAL FOUNDATION, founded in 1980, is a micro nonprofit that reported $29K in total revenue in fiscal year 2025. Revenue fell 81% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 21% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR REAL ESTATE CAREERS

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,679

Program Service Revenue $0

Investment Income $24,645

Other Revenue $0

TOTAL REVENUE $29,324

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $3,200

TOTAL EXPENSES $23,200

Year-over-Year Comparison

	2025	2024	Change
Revenue	$29,324	$151,787	-0.8%
Expenses	$23,200	$147,650	-0.8%
Net Income	$6,124	$4,137	+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

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
BARBARA LACH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SUE LUSK-GLEICH	TRUSTEE	1.00	Director	$0	$0	$0
JAMES WEST	TRUSTEE	1.00	Director	$0	$0	$0
GARRY MOON	SECRETARY/TR	1.00	Officer	$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	$29,324	$23,200	$751,937	$6,124
2024	No data	No data	No data	No data
2023	$20,387	$14,288	$712,507	$6,099
2022	$15,895	$15,385	$695,470	$510
2021	$138,313	$14,900	$747,664	$123,413
2020	$16,435	$16,290	$641,499	$145
2019	$505,056	$510,077	$628,242	$-5,021
2018	$13,154	$10,101	$614,435	$3,053

OHIO REALTORS CHARITABLE & EDUCATIONAL FOUNDATION