OLENTANGY TEACHERS' ASSOCIATION (EIN 311019022) - 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

1973

Legal Domicile

Principal Officer

ALLISON SHAPE

Phone

6145705664

Tax Period

2023-09-01 to 2024-08-31

OLENTANGY TEACHERS' ASSOCIATION, founded in 1973, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 35% operating margin.

Mission

EDUCATIONAL SUPPORT AND AWARDING SCHOLARSHIPS

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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 $180,345

Program Service Revenue $0

Investment Income $34,337

Other Revenue $0

TOTAL REVENUE $214,682

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $7,880

Fundraising Expenses $0

Other Expenses $125,804

TOTAL EXPENSES $139,684

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,682	$163,655	+0.3%
Expenses	$139,684	$99,568	+0.4%
Net Income	$74,998	$64,087	+0.2%

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

$7,880

Total Directors

$7,880

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON SHAPE	PRESIDENT	20.00	Officer Director	$2,655	$0	$2,655
MARK COMELLA	VICE-PRESIDENT	5.00	Officer Director	$1,555	$0	$1,555
JENNIFER TOD	SECRETARY	5.00	Officer Director	$955	$0	$955
ANGELA DELONG	TREASURER	10.00	Officer Director	$2,715	$0	$2,715

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	$214,682	$139,684	$1,147,114	$74,998
2023	$163,655	$99,568	$1,072,116	$64,087
2022	$141,406	$73,285	$1,008,029	$68,121
2021	$148,399	$69,037	$939,908	$79,362
2020	$147,968	$80,021	$860,546	$67,947
2019	$142,363	$53,343	$792,599	$89,020
2018	$154,166	$77,489	$706,174	$76,677

OLENTANGY TEACHERS' ASSOCIATION