GREENVILLE OHIO SCHOOLS FOUNDATION (EIN 341957292) - 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

2001

Legal Domicile

Principal Officer

JOEL ALLREAD

Phone

9375484158

Tax Period

2025-01-01 to 2025-12-31

GREENVILLE OHIO SCHOOLS FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $261K in total revenue in fiscal year 2025. Revenue surged 396% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 90% operating margin.

Mission

SUPPORTS EDUCATIONAL PROGRAMS FOR STUDENTS IN GREENVILLE OHIO SCHOOLS

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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 $179,285

Program Service Revenue $0

Investment Income $74,674

Other Revenue $7,271

TOTAL REVENUE $261,230

Expense Breakdown

Grants Paid $21,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,998

Other Expenses $4,052

TOTAL EXPENSES $26,050

Year-over-Year Comparison

	2025	2024	Change
Revenue	$261,230	$52,672	+4.0%
Expenses	$26,050	$27,683	-0.1%
Net Income	$235,180	$24,989	+8.4%

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
GRETCHEN DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
LORETTA ETZELL	TRUSTEE	2.00	Director	$0	$0	$0
DOUGLAS FRIES	EX OFFICIO	2.00	Director	$0	$0	$0
JODY LOCKHART	TRUSTEE	2.00	Director	$0	$0	$0
KATHY LOCKHART	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN SHIELDS	TRUSTEE	2.00	Director	$0	$0	$0
JIM SOMMER	TRUSTEE	2.00	Director	$0	$0	$0
CARLA SURBER	TRUSTEE	2.00	Director	$0	$0	$0
JOEL ALLREAD	CHAIR	4.00	Officer	$0	$0	$0
SUSAN BARKER	TREASURER	4.00	Officer	$0	$0	$0
DANIEL EDWARDS	VICE CHAIR	2.00	Officer	$0	$0	$0
MARK LIBERT	SECRETARY	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	$261,230	$26,050	$1,093,045	$235,180
2024	No data	No data	No data	No data
2023	$30,498	$24,273	$737,808	$6,225
2022	$43,047	$26,916	$689,595	$16,131
2021	$165,720	$24,699	$778,401	$141,021
2020	$21,949	$20,915	$608,302	$1,034
2019	$30,012	$17,668	$581,495	$12,344

GREENVILLE OHIO SCHOOLS FOUNDATION