WESTERN OHIO EDUCATIONAL FOUNDATION (EIN 340901109) - 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

Principal Officer

JEFF SCHWIETERMAN

Tax Period

2024-07-01 to 2025-06-30

WESTERN OHIO EDUCATIONAL FOUNDATION is a small nonprofit in the Education sector that reported $338K in total revenue in fiscal year 2024. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $386K exceeded revenue, resulting in a 14% operating deficit.

Mission

PROVIDE SCHOLARSHIPS & STUDENT HOUSING

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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 $222,791

Program Service Revenue $0

Investment Income $165,532

Other Revenue $-50,612

TOTAL REVENUE $337,711

Expense Breakdown

Grants Paid $362,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384,898

Other Expenses $22,860

TOTAL EXPENSES $385,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,711	$2,447,862	-0.9%
Expenses	$385,848	$77,846	+4.0%
Net Income	$-48,137	$2,370,016	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE PAX	TREASURER	N/A	Officer	$0	$0	$0
JEFF SCHWIETERMAN	PRESIDENT	N/A	Officer	$0	$0	$0
JUNE SIEFRING	SECRETARY	N/A	Officer	$0	$0	$0
LUKE VANTILBURG	VICE PRESIDE	N/A	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	$337,711	$385,848	$6,519,750	$-48,137
2024	$2,447,862	$77,846	$6,678,509	$2,370,016
2023	$175,031	$160,579	$5,567,528	$14,452
2022	$329,601	$170,164	$5,705,894	$159,437
2021	$37,928	$196,918	$5,948,494	$-158,990

WESTERN OHIO EDUCATIONAL FOUNDATION