OTTO SCHOEPFLE CHARITABLE TRUST

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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

1994

Legal Domicile

Principal Officer

DAN MARTIN

Phone

3303847300

Tax Period

2024-01-01 to 2024-12-31

OTTO SCHOEPFLE CHARITABLE TRUST, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $407K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $381K left a modest 6% surplus.

Mission

TO SUPPORT THE LORAIN COUNTY METRO PARKS (SCHOEPFLE GARDENS) AND THE BIRMINGHAM UNITED METHODIST CHURCH CHILDRENS' CHOIR

Program Service Accomplishments

Program 1

Expenses: $278,898

FUNDS WERE DISTRIBUTED TO THE LORAIN COUNTY METROPOLITAN DISTRICT TO PRESERVE, MAINTAIN AND IMPROVE 62 ACRES OF LAND LOCATED IN BIRMINGHAM,OH

Program 2

Expenses: $49,217

FUNDS WERE DISTRIBUTED TO THE BIRMINGHAM UNITED METHODIST CHURCH TO SUPPORT MUSIC AND MUSICAL PERFORMANCES OR OTHER CHURCH ACTIVITIES.

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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 $0

Program Service Revenue $0

Investment Income $407,401

Other Revenue $0

TOTAL REVENUE $407,401

Expense Breakdown

Grants Paid $328,115

Salaries & Benefits $47,844

Fundraising Expenses $0

Program Expenses $328,115

Other Expenses $5,200

TOTAL EXPENSES $381,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$407,401	$290,559	+0.4%
Expenses	$381,159	$351,156	+0.1%
Net Income	$26,242	$-60,597	-1.4%

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

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
N/A	TRUSTEE	N/A		$47,844	$0	$47,844
MARK BROWN	ADVISORY COMMITTEE	N/A	Officer	$0	$0	$0
JIM ZIEMNIK	ADVISORY COMMITTEE	N/A	Officer	$0	$0	$0
FRED ALSPACH	ADVISORY COMMITTEE	N/A	Officer	$0	$0	$0
DAVE BERNS	ADVISORY COMMITTEE	N/A	Officer	$0	$0	$0
NICOLE BORNHORST	TRUST OFFICER	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	No data	No data	No data	No data
2024	$407,401	$381,159	$4,086,833	$26,242
2023	$290,559	$351,156	$4,059,171	$-60,597
2022	$270,161	$413,311	$4,119,678	$-143,150
2021	$304,580	$380,399	$4,261,232	$-75,819
2020	$333,013	$352,296	$4,335,425	$-19,283
2019	$189,468	$314,933	$4,361,009	$-125,465
2018	$495,355	$338,935	$4,457,768	$156,420