POLONIA FOUNDATION OF OHIO INC (EIN 340970429) - 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

1966

Legal Domicile

Principal Officer

JOSEPH RUTKOWSKI

Phone

4409154842

Tax Period

2025-01-01 to 2025-12-31

POLONIA FOUNDATION OF OHIO INC, founded in 1966, is a micro nonprofit that reported $34K in total revenue in fiscal year 2025. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $72K exceeded revenue, resulting in a 112% operating deficit.

Mission

STRENGTHEN POLONIA HERITAGE APPRECIATION THROUGH EDUCATION, SCHOLARSHIPS, GRANTS AND FELLOWSHIP

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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 (2025)

Revenue Breakdown

Contributions & Grants $33,800

Program Service Revenue $0

Investment Income $164

Other Revenue $0

TOTAL REVENUE $33,964

Expense Breakdown

Grants Paid $50,070

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,328

Other Expenses $22,037

TOTAL EXPENSES $72,107

Year-over-Year Comparison

	2025	2024	Change
Revenue	$33,964	$81,512	-0.6%
Expenses	$72,107	$57,741	+0.2%
Net Income	$-38,143	$23,771	-2.6%

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

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
DIANA STOPAK	TREASURER	1.00	Officer	$0	$0	$0
GAYLE GILMORE	SECRETARY	1.00	Officer	$0	$0	$0
ERIC ORZECH	CHAPLIN	1.00	Officer	$0	$0	$0
MONICA SOCHECKI	PRESIDENT	1.00	Officer	$0	$0	$0
JOSEPH RUTKOWSKI	VICE PRESIDENT	1.00	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	$33,964	$72,107	$834,586	$-38,143
2024	No data	No data	No data	No data
2023	$29,780	$51,924	$615,059	$-22,144
2022	$22,347	$32,654	$557,986	$-10,307
2021	$13,489	$10,981	$657,938	$2,508
2020	$74,857	$18,654	$556,707	$56,203

POLONIA FOUNDATION OF OHIO INC