OHCA EDUCATIONAL FOUNDATION (EIN 311267991) - 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

1989

Legal Domicile

Principal Officer

DIANE DIETZ

Phone

6144364154

Tax Period

2024-01-01 to 2024-12-31

OHCA EDUCATIONAL FOUNDATION, founded in 1989, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 12% surplus.

Mission

CARRY OUT THE EDUCATIONAL PURPOSES OF THE OHIO HEALTH CARE ASSOCIATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $759,509

Program Service Revenue $1,197,376

Investment Income $146,824

Other Revenue $1,740

TOTAL REVENUE $2,105,449

Expense Breakdown

Grants Paid $267,972

Salaries & Benefits $17,199

Fundraising Expenses $10,409

Program Expenses $1,736,055

Other Expenses $1,577,903

TOTAL EXPENSES $1,863,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,105,449	$1,801,684	+0.2%
Expenses	$1,863,074	$1,801,579	+0.0%
Net Income	$242,375	$105	+2307.3%

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

$348,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE DIETZ	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
PETER VAN RUNKLE	EXECUTIVE DIRECTOR	1.00	Officer	$0	$29,628	$348,755
BERT MACQUEEN	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MONROE	DIRECTOR	1.00	Director	$0	$0	$0
JILL HERRON	DIRECTOR	1.00	Director	$0	$0	$0
JON HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHIE WILL	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE POWELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL COURY	DIRECTOR	1.00	Director	$0	$0	$0
WILL LEVERING	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM LEVERING	DIRECTOR	1.00	Director	$0	$0	$0
KENN DAILY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JAMIE BROSE	CHAIR	1.00	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
2024	$2,105,449	$1,863,074	$5,617,022	$242,375
2023	$1,801,684	$1,801,579	$5,119,701	$105
2022	$1,849,764	$1,721,639	$4,780,986	$128,125
2021	$1,615,657	$1,765,533	$5,222,069	$-149,876
2020	$1,375,635	$1,461,605	$3,968,548	$-85,970
2019	$2,316,803	$2,096,198	$4,368,917	$220,605
2018	$1,950,271	$1,919,903	$3,821,151	$30,368

OHCA EDUCATIONAL FOUNDATION