PIQUA EDUCATION FOUNDATION (EIN 311117501) - Form 990 Financial Analysis & Trantor Score

🔒

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

1986

Legal Domicile

Principal Officer

SOHA SHAH

Phone

9377335337

Tax Period

2024-01-01 to 2024-12-31

PIQUA EDUCATION FOUNDATION, founded in 1986, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $617K, a strong 48% operating margin.

Mission

THE PIQUA EDUCATION FOUNDATION EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO GRADUATES, STUDENTS AND STAFF OF THE PIQUA (OHIO) CITY SCHOOLS IN THE FORMS OF SCHOLARSHIPS TO GRADUATES AND EDUCATION GRANTS TO STAFF FOR THE BENEFIT OF CURRENT STUDENTS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $418,001

Program Service Revenue $0

Investment Income $880,053

Other Revenue $0

TOTAL REVENUE $1,298,054

Expense Breakdown

Grants Paid $511,888

Salaries & Benefits $62,924

Fundraising Expenses $0

Program Expenses $511,888

Other Expenses $105,933

TOTAL EXPENSES $680,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,298,054	$1,045,234	+0.2%
Expenses	$680,745	$561,023	+0.2%
Net Income	$617,309	$484,211	+0.3%

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

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
SOHA SHAH	PRESIDENT	2.00	Officer Director	$0	$0	$0
TROY OUHL	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
SAMUEL ROBINSON	TREASURER	10.00	Officer Director	$0	$0	$0
MELANIE HELMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
MATTHEW COX	DIRECTOR	1.00	Director	$0	$0	$0
DALE G DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MARK HILL	DIRECTOR	2.15	Director	$0	$0	$0
JENNIFER HUELSKAMP	DIRECTOR	1.50	Director	$0	$0	$0
KENNETH MAGOTEAUX	DIRECTOR	1.00	Director	$0	$0	$0
KELLY MCMAKEN	DIRECTOR	1.00	Director	$0	$0	$0
RANDI PEARSON	DIRECTOR	1.50	Director	$0	$0	$0
JAMES SEVER	DIRECTOR	1.00	Director	$0	$0	$0
DWAYNE THOMPSON	PCS SUPERINT	1.00	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
2024	$1,298,054	$680,745	$9,361,925	$617,309
2023	$1,045,234	$561,023	$8,372,887	$484,211
2022	$2,301,410	$557,181	$6,954,132	$1,744,229
2021	$850,273	$450,442	$7,743,112	$399,831
2020	$859,634	$318,284	$6,403,505	$541,350
2019	$481,721	$365,292	$5,105,675	$116,429
2018	$472,038	$388,176	$4,117,523	$83,862

PIQUA EDUCATION FOUNDATION