JOHN & MINNIE OSHEA FDN IUA

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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

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

Program Service Accomplishments

Program 1

Expenses: $89,873

DISTRIBUTIONS TO EVANSVILLE COLLEGE TO BE USED FOR SCHOLARSHIP FOR WORTHY UNDERGRADUATE STUDENTS AT SUCH INSTITUTION.

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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 $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

Governance

Voting Members

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

Total Directors

Key Employees

Highest Compensated

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