Southwestern Ohio Instructional Technology Association Inc (EIN 316017315) - 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

1969

Legal Domicile

Principal Officer

Lee Weinel

Phone

9377466333

Tax Period

2024-07-01 to 2025-06-30

Southwestern Ohio Instructional Technology Association Inc, founded in 1969, is a small nonprofit in the Education sector that reported $410K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

To strengthen the communities we serve through programs and services that inspire and inform, educate and engage, fostering citizenship and culture, the joy of learning and the power of diverse perspectives.

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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 $372,915

Program Service Revenue $37,315

Investment Income $0

Other Revenue $0

TOTAL REVENUE $410,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $445,259

Other Expenses $445,259

TOTAL EXPENSES $445,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$410,230	$440,077	-0.1%
Expenses	$445,259	$460,860	0.0%
Net Income	$-35,029	$-20,783	+0.7%

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

$551,521

Total Directors

$342,033

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Bolam	Trustee	0.50	Director	$0	$0	$0
Shannon Cox	Trustee	0.50	Director	$0	$0	$0
Jennifer Damiano	Trustee	0.50	Director	$0	$0	$0
Roshni Dasgupta	Trustee	0.50	Director	$0	$0	$0
Dawn Gilmore	Trustee	0.50	Director	$0	$0	$0
Jack Greiner	Trustee	0.50	Director	$0	$0	$0
Jason Hightower	Trustee	0.50	Director	$0	$0	$0
Stephanie Hogue	Trustee	0.50	Director	$0	$0	$0
Brian Hylander	Trustee	0.50	Director	$0	$0	$0
Jeff Ireland	Trustee	0.50	Director	$0	$0	$0
Chara Fisher Jackson	Trustee	0.50	Director	$0	$0	$0
Alvin Jones	Trustee	0.50	Director	$0	$0	$0
Barbara Kellar	Trustee	0.50	Director	$0	$0	$0
Kellie Kulka	Trustee	0.50	Director	$0	$0	$0
Kelly MacDonald	Trustee	0.50	Director	$0	$0	$0
Eric Meilstrup	Trustee	0.50	Director	$0	$0	$0
Christopher Owens	Trustee	0.50	Director	$0	$0	$0
Karen Spina	Trustee	0.50	Director	$0	$0	$0
Barbara Weyand	Trustee	0.50	Director	$0	$0	$0
Barney Wright	Trustee	0.50	Director	$0	$0	$0
Dave Taylor	Chair	0.50	Officer Director	$0	$0	$0
Stephanie Amlung	Vice Chair	0.50	Officer Director	$0	$0	$0
Brian Silverberg	Treasurer	0.50	Officer Director	$0	$0	$0
Beth Hartman	Secretary	0.50	Officer Director	$0	$0	$0
Dorthy K Lensman	President & CEO	1.00	Officer Director	$0	$14,589	$342,033
Lee Weinel	CFO/COO/Assistant Treasurer	1.00	Officer	$0	$6,511	$209,488

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	$410,230	$445,259	$304,173	$-35,029
2024	$440,077	$460,860	$346,640	$-20,783
2023	$509,676	$524,093	$254,255	$-14,417
2022	$666,324	$622,391	$276,119	$43,933
2021	$423,472	$386,801	$322,081	$36,671
2020	$439,646	$416,666	$279,548	$22,980
2019	$363,467	$349,076	$165,503	$14,391
2018	$413,083	$350,595	$147,501	$62,488

Southwestern Ohio Instructional Technology Association Inc