OHIO COMMUNITY ACTION TRAINING ORGANIZATION (EIN 311710115) - 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

2000

Legal Domicile

Principal Officer

PHIL COLE

Phone

6142248500

Tax Period

2024-01-01 to 2024-12-31

OHIO COMMUNITY ACTION TRAINING ORGANIZATION, founded in 2000, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024.

Mission

TRAINING FOR COMMUNITY ACTION.

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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 $1,699,341

Program Service Revenue $262,174

Investment Income $21,468

Other Revenue $650

TOTAL REVENUE $1,983,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $992,568

Fundraising Expenses $0

Program Expenses $1,923,410

Other Expenses $1,027,812

TOTAL EXPENSES $2,020,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,983,633	$1,893,388	+0.0%
Expenses	$2,020,380	$1,983,499	+0.0%
Net Income	$-36,747	$-90,111	-0.6%

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

$468,332

Total Directors

$468,332

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANICE WARNER	PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVID BRIGHTBILL	1ST VICE-PRESIDENT	0.50	Officer Director	$0	$0	$0
BO CHILTON	2ND VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
RUTHANN HOUSE	TREASURER	0.50	Officer Director	$0	$0	$0
JULIE WISE	SECRETARY	0.50	Director	$0	$0	$0
ANGIE FRANKLIN	BOARD MEMBER	0.50	Director	$0	$0	$0
BAMBI BAUGHN	DISTRICT 5 CHAIR	0.50	Director	$0	$0	$0
JOSH ANDERSON	DISTRICT 1 CHAIR	0.50	Director	$0	$0	$0
LORA RAWSON	DISTRICT 4 CHAIR	0.50	Director	$0	$0	$0
AIMEE BUDNIK	BOARD MEMBER	0.50	Director	$0	$0	$0
GARY RICER	BOARD MEMBER	0.50	Director	$0	$0	$0
ALICE MANCZ	DISTRICT 3 CHAIR	0.50	Director	$0	$0	$0
NATE KEIRNS	BOARD MEMBER	0.50	Director	$0	$0	$0
CLINTON DAVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
JOE DEVANY	BOARD MEMBER	0.50	Director	$0	$0	$0
BETH URBAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JANE NEWKIRK	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE BOLEN	BOARD MEMBER	0.50	Director	$0	$0	$0
RODNEY REASONOVER	DISTRICT 6 CHAIR	0.50	Officer Director	$0	$0	$0
PHIL COLE	EXECUTIVE DIRECTOR	38.00	Officer Director	$191,428	$16,242	$219,267
DAVID SHEA	BOARD MEMBER	0.50	Director	$0	$0	$0
DOUGLAS BENNET	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFFREY DIVER	BOARD MEMBER	0.50	Director	$0	$0	$0
SHEILA TRIPLETT	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG BOLLENBACHER	FISCAL DIRECTOR	38.00	Officer Director	$112,044	$9,507	$128,339
JOSH SUMMER	DEVELOPMENT DIRECTOR	38.00	Officer Director	$105,398	$8,943	$120,726

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	$1,983,633	$2,020,380	$719,956	$-36,747
2023	$1,893,388	$1,983,499	$698,799	$-90,111
2022	$3,291,934	$3,280,585	$757,590	$11,349
2021	$1,900,982	$1,887,596	$761,652	$13,386
2020	$1,693,674	$1,710,570	$753,389	$-16,896
2019	$1,553,193	$1,505,770	$703,841	$47,423
2018	$1,218,371	$1,207,628	$633,936	$10,743

OHIO COMMUNITY ACTION TRAINING ORGANIZATION