OLENTANGY EDUCATION FOUNDATION

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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

1990

Legal Domicile

Principal Officer

STEVE KOEHRSEN

Phone

7406575042

Tax Period

2024-01-01 to 2024-12-31

OLENTANGY EDUCATION FOUNDATION, founded in 1990, is a small nonprofit in the Education sector that reported $142K in total revenue in fiscal year 2024. Net assets of $941K represent 80 months of operating reserves.

Mission

THE MISSION OF THE ORGANIZATION IS TO ENHANCE OLENTANGY SCHOOL'S EDUCATIONAL EXPERIENCE

Program Service Accomplishments

Program 1

Expenses: $75,600

CLASSROOM GRANTS MADE TO OLENTANGY SCHOOLS FOR PROGRAMS AND RESOURCES THAT FALL OUTSIDE OF SCHOOL BUDGETS

Program 2

Expenses: $61,393

ADDITIONAL PROGRAMS THAT ENHANCE THE EDUCATIONAL EXPERIENCE OF STUDENTS IN OLENTANGY SCHOOLS

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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 $33,712

Program Service Revenue $6,081

Investment Income $21,434

Other Revenue $80,303

TOTAL REVENUE $141,530

Expense Breakdown

Grants Paid $72,935

Salaries & Benefits $44,395

Fundraising Expenses $0

Program Expenses $136,993

Other Expenses $34,796

TOTAL EXPENSES $152,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,530	$137,309	+0.0%
Expenses	$152,126	$117,971	+0.3%
Net Income	$-10,596	$19,338	-1.5%

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

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

$41,730

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LORENZ	EXECUTIVE DI	25.00	Director	$41,730	$0	$41,730
KATE BOGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE FEASEL	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
RYAN JOHNSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE KOEHRSEN	TREASURER	2.00	Officer Director	$0	$0	$0
BOB LAMB	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY MINER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
FELITA MORAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKKI NELSON	SECRETARY	2.00	Officer Director	$0	$0	$0
DEREK PENTENBURG	BOARD MEMBER	2.00	Director	$0	$0	$0
DEAN PRALL	BOARD MEMBER	2.00	Director	$0	$0	$0
ALYSSE ROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTIAN ROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE SARGENT	BOARD MEMBER	2.00	Director	$0	$0	$0
SHANE SHOAF	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTI TAKACS	BOARD MEMBER	2.00	Director	$0	$0	$0
LIBBY WALLICK	BOARD MEMBER	2.00	Director	$0	$0	$0
JHERA WOODARD	BOARD MEMBER	2.00	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	$141,530	$152,126	$942,873	$-10,596
2023	$137,309	$117,971	$882,922	$19,338
2022	$194,833	$139,874	$823,619	$54,959
2021	$195,955	$105,008	$848,375	$90,947
2020	$98,395	$95,172	$689,224	$3,223
2019	$161,255	$118,420	$666,993	$42,835
2018	$83,587	$93,837	$563,169	$-10,250