OBERLIN SHANSI MEMORIAL ASSOCIATION (EIN 340768350) - 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

1923

Legal Domicile

Principal Officer

GAVIN TRITT

Phone

4407758605

Tax Period

2024-07-01 to 2025-06-30

OBERLIN SHANSI MEMORIAL ASSOCIATION, founded in 1923, is a community nonprofit in the International Affairs sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $178K, a strong 16% operating margin.

Mission

SHANSI FACILITATES EXPERIENTIAL LEARNING AND NURTURES MUTUALLY BENEFICIAL EXCHANGES BETWEEN OBERLIN COLLEGE AND CONSERVATORY AND PARTNERS IN ASIA. SHANSI'S PROGRAMS HAVE A TRANSFORMATIVE IMPACT, EMPOWERING INDIVIDUALS, INSTITUTIONS, AND COMMUNITIES TO BE LEADERS IN CROSS-CULTURAL ENGAGEMENT.

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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 $445,366

Program Service Revenue $0

Investment Income $637,426

Other Revenue $0

TOTAL REVENUE $1,082,792

Expense Breakdown

Grants Paid $123,291

Salaries & Benefits $452,492

Fundraising Expenses $88,509

Program Expenses $630,231

Other Expenses $328,586

TOTAL EXPENSES $904,369

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,082,792	$826,828	+0.3%
Expenses	$904,369	$848,767	+0.1%
Net Income	$178,423	$-21,939	-9.1%

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

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

$221,461

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE GERSTIN	CHAIR	1.00	Officer Director	$0	$0	$0
SARAH NEWMAN	CHAIR	1.00	Officer Director	$0	$0	$0
PHILLIP BRAUN	TREASURER	1.00	Officer Director	$0	$0	$0
M DANIELLE YOUNG	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIKA HOFFMANN-DILLOWAY	TRUSTEE	1.00	Director	$0	$0	$0
VANESSA CHAMPAGNE	TRUSTEE	1.00	Director	$0	$0	$0
ZOE SHERINIAN	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL TAM-CLAIBORNE	TRUSTEE	1.00	Director	$0	$0	$0
ROBINA SAHA	TRUSTEE	1.00	Director	$0	$0	$0
LINDA STYER	TRUSTEE	1.00	Director	$0	$0	$0
TANIA BOSTER	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH HAMILTON	TRUSTEE	1.00	Director	$0	$0	$0
LOUISE EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
CHARLOTTE HOPKINSON	TRUSTEE	1.00	Director	$0	$0	$0
FRANCESCA LICHAUCO	TRUSTEE	1.00	Director	$0	$0	$0
FLORENCE GILL	TRUSTEE	1.00	Director	$0	$0	$0
DENNELL REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
FRANKLIN SUSSMAN	TRUSTEE	1.00	Director	$0	$0	$0
GAVIN TRITT	EXECUTIVE DIRECTOR	40.00	Officer	$154,455	$67,006	$221,461

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	$1,082,792	$904,369	$16,700,797	$178,423
2024	$826,828	$848,767	$15,219,103	$-21,939
2023	$1,107,274	$795,291	$13,741,110	$311,983
2022	$944,406	$708,302	$12,924,227	$236,104
2021	$1,072,413	$659,642	$15,277,885	$412,771
2020	$582,583	$733,406	$12,156,084	$-150,823
2019	$634,655	$723,677	$12,531,741	$-89,022
2018	$504,949	$644,944	$12,492,720	$-139,995

OBERLIN SHANSI MEMORIAL ASSOCIATION