THE OSWALD SUPPORTING ORGANIZATION

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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

2000

Legal Domicile

Principal Officer

KATE SOMMERFELD

Phone

4192415049

Tax Period

2023-01-01 to 2023-12-31

THE OSWALD SUPPORTING ORGANIZATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $159K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $190K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO OFFER GRANT SUPPORT FOR CHARITABLE PROGRAMS THAT ENRICH THE QUALITY OF LIFE FOR CITIZENS OF NORTHWEST OHIO AND SOUTHEAST MICHIGAN. THIS FUND HAS HISTORICALLY FUNDED CAUSES FOR WOMEN AND CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $161,867

GRANTS PAID - SEE SCHEDULE I.

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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 $0

Program Service Revenue $0

Investment Income $158,852

Other Revenue $0

TOTAL REVENUE $158,852

Expense Breakdown

Grants Paid $161,867

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,867

Other Expenses $28,406

TOTAL EXPENSES $190,273

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,852	$107,115	+0.5%
Expenses	$190,273	$190,042	+0.0%
Net Income	$-31,421	$-82,927	-0.6%

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

$568,739

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR KEITH BURWELL	SECRETARY/TREASURER	0.25	Officer	$0	$60,259	$343,661
MS KIM CRYAN	CFO	0.25	Officer	$0	$44,053	$225,078
MR CHARLES STOCKING	PRESIDENT/TRUSTEE	0.25	Officer Director	$0	$0	$0
MS SUSAN PALMER	TRUSTEE	0.25	Director	$0	$0	$0
MS SARAH DEAN	TRUSTEE	0.25	Director	$0	$0	$0
MS JENNIFER PANZYSZYN	TRUSTEE	0.25	Director	$0	$0	$0
MS JULIE ABBEY	TRUSTEE	0.25	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
2024	No data	No data	No data	No data
2023	$158,852	$190,273	$2,879,496	$-31,421
2022	$107,115	$190,042	$2,890,917	$-82,927
2021	$932,980	$172,634	$2,970,515	$760,346
2020	$113,432	$166,749	$2,210,169	$-53,317
2019	$294,375	$161,914	$2,263,486	$132,461
2018	$171,934	$156,269	$2,131,025	$15,665