THE EPILEPSY FOUNDATION OF NORTHWESTERN OHIO (EIN 341712975) - 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

1993

Legal Domicile

Principal Officer

ALEX GERKEN

Phone

4198675950

Tax Period

2023-07-01 to 2024-06-30

THE EPILEPSY FOUNDATION OF NORTHWESTERN OHIO, founded in 1993, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $21K in total revenue in fiscal year 2023. The organization ran a surplus of $8K, a strong 39% operating margin.

Mission

THE MISSION OF THE EPILEPSY FOUNDATION OF NORTHWEST OHIO IS TO ENSURE THE LONG TERM FINANCIAL VIABILITY OF THE EPILEPSY CENTER OF NORTHWEST OHIO AND TO INCREASE COMMUNITY AWARENESS OF EPILEPSY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,800

Program Service Revenue $0

Investment Income $18,189

Other Revenue $0

TOTAL REVENUE $20,989

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,729

Other Expenses $2,729

TOTAL EXPENSES $12,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,989	$21,731	0.0%
Expenses	$12,729	$32,597	-0.6%
Net Income	$8,260	$-10,866	-1.8%

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
DAVID WILLIAMS	President	0.50	Officer Director	$0	$0	$0
ALEX GERKEN	Secretary/Treas	0.50	Officer Director	$0	$0	$0
ROD BOWE	Vice President	0.50	Officer Director	$0	$0	$0
DANNY WOODCOCK	Trustee	0.50	Director	$0	$0	$0
CHAD HUBER	Trustee	0.50	Director	$0	$0	$0
ROY CHERRY	CEO	2.00	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	No data	No data	No data	No data
2024	$20,989	$12,729	$675,429	$8,260
2023	$21,731	$32,597	$594,901	$-10,866
2022	$57,893	$7,284	$564,756	$50,609
2021	$26,381	$7,074	$659,134	$19,307
2020	$22,431	$6,504	$520,681	$15,927
2019	$5,320	$15,455	$513,785	$-10,135
2018	$18,753	$22,787	$502,599	$-4,034

THE EPILEPSY FOUNDATION OF NORTHWESTERN OHIO