OHIO COUNSELING ASSOCIATION (EIN 341296830) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

AMY BARCELO

Phone

2164371994

Tax Period

2023-07-01 to 2024-06-30

OHIO COUNSELING ASSOCIATION, founded in 1967, is a small nonprofit that reported $146K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $43K, a strong 30% operating margin.

Mission

THE PROMOTION OF COUNSELING IN OHIO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $31

Program Service Revenue $142,359

Investment Income $1,469

Other Revenue $2,587

TOTAL REVENUE $146,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,750

Fundraising Expenses $0

Program Expenses $98,070

Other Expenses $78,360

TOTAL EXPENSES $103,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,446	$169,292	-0.1%
Expenses	$103,110	$102,895	+0.0%
Net Income	$43,336	$66,397	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

116

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

$24,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERDENE SIMPSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
MICHAEL LEWIS	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
STACI TESSMER	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
ALMA MOORE	TREASURER	N/A	Officer Director	$0	$0	$0
KELSEY JAGER	SECRETARY	N/A	Officer Director	$0	$0	$0
TAMARINE FOREMAN	PARLIAMENTAR	N/A	Officer Director	$0	$0	$0
BOB THOMAS	PRIOR EXEC D	N/A	Officer	$0	$0	$0
LINDSAY HECKMAN	ACAC PRESIDE	N/A	Officer Director	$0	$0	$0
KAILEY BRADLEY	ACAC PRESIDE	N/A	Officer Director	$0	$0	$0
SAVANNAH LONG	ACAC TREASUR	N/A	Officer Director	$0	$0	$0
JEFF PHARION	COCA PRESIDE	N/A	Officer Director	$0	$0	$0
KENNETH SMITH	COCA TREASUR	N/A	Officer Director	$0	$0	$0
MICHAEL DESPOSITO	EOCA PRESIDE	N/A	Officer Director	$0	$0	$0
ABENA HOLBEN	EOCA PRESIDE	N/A	Officer Director	$0	$0	$0
NATALIE THORNBERRY	EOCA TREASUR	N/A	Officer Director	$0	$0	$0
JIM HIGHTOWER	GCCA PRESIDE	N/A	Officer Director	$0	$0	$0
RANDY STRUNK	GCCA TREASUR	N/A	Officer Director	$0	$0	$0
PADMINI NARAHARI	MVCA PRESIDE	N/A	Officer Director	$0	$0	$0
LISA ADLER BACON	MVCA TREASUR	N/A	Officer Director	$0	$0	$0
CHASE MORGAN-SWANEY	NCOCA PRESID	N/A	Officer Director	$0	$0	$0
JUDITH AUNGST	NCOCA TREASU	N/A	Officer Director	$0	$0	$0
JONI HILL	NWOCA PRESID	N/A	Officer Director	$0	$0	$0
CATHRYN PARKE	NWOCA TREASU	N/A	Officer Director	$0	$0	$0
TAMARINE FOREMAN	OACES PRESID	N/A	Officer Director	$0	$0	$0
CHASE MORGAN-SWANEY	OACES PRESID	N/A	Officer Director	$0	$0	$0
CARMELA HILL	OAMCD PRESID	N/A	Officer Director	$0	$0	$0
JENNY CURETON	OARTC PRESID	N/A	Officer Director	$0	$0	$0
ROSIE BAUDER	OARTC PRESID	N/A	Officer Director	$0	$0	$0
KATE STEWART	OARTC TREASU	N/A	Officer Director	$0	$0	$0
DOMINIQUE BURNS	OASERVIC PRE	N/A	Officer Director	$0	$0	$0
DINISHA PAUL	OASERVIC TRE	N/A	Officer Director	$0	$0	$0
AMANDA COLE	OASGW PRESID	N/A	Officer Director	$0	$0	$0
KAITLYN PETERSON	OASGW PRESID	N/A	Officer Director	$0	$0	$0
HAYLE FISHER	OASGW TREASU	N/A	Officer Director	$0	$0	$0
STEPHANIE MACCOMBS-HUNTER	OCCA PRESIDE	N/A	Officer Director	$0	$0	$0
ANDREW KIRSOP	OCCA PRESIDE	N/A	Officer Director	$0	$0	$0
RAMON MOON	OCCA TREASUR	N/A	Officer Director	$0	$0	$0
CHRISTINE YANCEY	OCDA PRESIDE	N/A	Officer Director	$0	$0	$0
ALEX BURNS	OCDA PRESIDE	N/A	Officer Director	$0	$0	$0
ERIN LIGGETT	OCDA TREASUR	N/A	Officer Director	$0	$0	$0
SHANICE LOCKHART	OCSJ PRESIDE	N/A	Officer Director	$0	$0	$0
LAURA DUNSON	OMHCA TREASU	N/A	Officer Director	$0	$0	$0
RACHEL WHITE	OMHCA PRESID	N/A	Officer Director	$0	$0	$0
VICKI GIEGERICH	OSUDP PRESID	N/A	Officer Director	$0	$0	$0
SAMANTHA PFEIFFER	OSUDP COTREA	N/A	Officer Director	$0	$0	$0
TANYA MIDDLETON	OSUDP COTREA	N/A	Officer Director	$0	$0	$0
SARAH HATCH	SAIGEO PRESI	N/A	Officer Director	$0	$0	$0
GREY NELEI	SAIGEO PRESI	N/A	Officer Director	$0	$0	$0
JAMES THOMAS	SAIGEO TREAS	N/A	Officer Director	$0	$0	$0
LACI CARSEY	SEOCA PRESID	N/A	Officer Director	$0	$0	$0
NANCY BAUR	SEOCA PRESID	N/A	Officer Director	$0	$0	$0
AYSEGUL ERCEVIK	SEOCA TREASU	N/A	Officer Director	$0	$0	$0
AMY BARCELO	EXECUTIVE DI	40.00	Officer	$24,750	$0	$24,750
SCOTT HALL	OACPP PRESID	N/A	Officer Director	$0	$0	$0
MICHELLE FLAUM	OACPP PRESID	N/A	Officer Director	$0	$0	$0
NATE BLOSS	OACPP TREASU	N/A	Officer Director	$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	No data	No data	No data	No data
2024	$146,446	$103,110	$307,755	$43,336
2023	$169,292	$102,895	$264,419	$66,397
2022	$141,729	$84,589	$198,022	$57,140
2021	$111,026	$96,818	$140,882	$14,208
2020	$84,553	$99,758	$126,674	$-15,205
2019	$150,139	$131,856	$141,879	$18,283
2018	$118,240	$167,990	$125,320	$-49,750

OHIO COUNSELING ASSOCIATION