JOHN & MINNIE OSHEA FDN IUA

EIN: 356311797 501(c)(3)

CINCINNATI, OH

Total Revenue
$96,368
Total Expenses
$114,118
Total Assets
$1,530,378
Net Assets
$1,530,378
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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
1976
Legal Domicile
IN
Phone
5135345310
Tax Period
2023-06-01 to 2024-05-31

JOHN & MINNIE OSHEA FDN IUA, founded in 1976, is a micro nonprofit that reported $96K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $114K exceeded revenue, resulting in a 18% operating deficit.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $96,368
Other Revenue $0
TOTAL REVENUE $96,368

Expense Breakdown

Grants Paid $86,000
Salaries & Benefits $25,819
Fundraising Expenses $0
Program Expenses $89,873
Other Expenses $2,299
TOTAL EXPENSES $114,118

Year-over-Year Comparison

2023 2022 Change
Revenue $96,368 $116,628 -0.2%
Expenses $114,118 $126,610 -0.1%
Net Income $-17,750 $-9,982 +0.8%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FIFTH THIRD BANK N A TRUSTEE 1.0
$25,819 $0 $25,819
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 $96,368 $114,118 $1,530,378 $-17,750
2023 $116,628 $126,610 $1,548,128 $-9,982
2022 $83,630 $121,410 $1,558,115 $-37,780
2021 $138,284 $111,246 $1,595,907 $27,038
2020 $65,277 $109,860 $1,568,877 $-44,583
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