OAK HILLS ALUMNI & EDUCATIONAL FOUNDATION (EIN 311579120) - 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

1996

Legal Domicile

Principal Officer

Kim Sims

Phone

5135982682

Tax Period

2023-07-01 to 2024-06-30

OAK HILLS ALUMNI & EDUCATIONAL FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $174K in total revenue in fiscal year 2023. Expenses of $151K left a modest 14% surplus.

Mission

The Foundation will enhance the achievement, heritage, and educational opportunities for students and staff by providing alumni and community resources to promote unity and pride, and build a legacy for a stronger community.

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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 $169,435

Program Service Revenue $0

Investment Income $4,949

Other Revenue $0

TOTAL REVENUE $174,384

Expense Breakdown

Grants Paid $66,854

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,675

Other Expenses $83,807

TOTAL EXPENSES $150,661

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,384	$181,875	0.0%
Expenses	$150,661	$150,645	+0.0%
Net Income	$23,723	$31,230	-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

100

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
Chuck Eckert	Trustee	0	Director	$0	$0	$0
Jim Williamson	Trustee	0	Director	$0	$0	$0
Melissa Minella	Trustee	0	Director	$0	$0	$0
Tim Taylor	Trustee	0	Director	$0	$0	$0
Joel Reginelli	Trustee	0	Director	$0	$0	$0
Staci Lillis	Trustee	0	Director	$0	$0	$0
Diane Weidner	Trustee	0	Director	$0	$0	$0
Shari Jewell	Secretary	1	Officer	$0	$0	$0
Kim Sims	President	15	Officer	$0	$0	$0
Lisa Nienaber	Treasurer	5	Officer	$0	$0	$0
Bob Murphy	Governance	0	Officer	$0	$0	$0
Cheryl Sieve	Vice President	1	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	No data	No data	No data	No data
2024	$174,384	$150,661	$345,114	$23,723
2023	$181,875	$150,645	$321,391	$31,230
2022	$208,947	$137,740	$289,961	$71,207
2021	$251,688	$208,773	$218,754	$42,915

OAK HILLS ALUMNI & EDUCATIONAL FOUNDATION