OAKTON COMMUNITY COLLEGE EDUCATION… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

KATHERINE S SAWYER

Phone

8476351893

Tax Period

2024-07-01 to 2025-06-30

OAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION, founded in 1977, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 41% operating margin.

Mission

TO ENABLE STUDENT SUCCESS.

Program Service Accomplishments

Program 1

Expenses: $1,264,282

THE FOUNDATION OVERSEES ALMOST 180 ACTIVE SCHOLARSHIPS AND DISTRIBUTED 734 SCHOLARSHIP AWARDS TO 669 INDIVIDUAL STUDENTS TO ASSIST SCHOLARS WHO FACE FINANCIAL BARRIERS TO ACCESS, PERSISTANCE, AND...

THE FOUNDATION OVERSEES ALMOST 180 ACTIVE SCHOLARSHIPS AND DISTRIBUTED 734 SCHOLARSHIP AWARDS TO 669 INDIVIDUAL STUDENTS TO ASSIST SCHOLARS WHO FACE FINANCIAL BARRIERS TO ACCESS, PERSISTANCE, AND SUCCESS IN COLLEGE. SCHOLARSHIP AWARDS ARE MADE BASED ON CRITERIA ESTABLISHED BY DONORS, WHICH MAY INCLUDE BUT IS NOT LIMITED TO ACADEMIC EXCELLENCE, DEMONSTRATED LEADERSHIP STRENGTHS, SPECIFIC PROGRAMS OF STUDY, AND FINANCIAL NEED.

Program 2

Expenses: $382,797

GIFTS IN KIND OF EQUIPMENT AND RECEIVED ON BEHALF OF THE COLLEGE FOR ACADEMIC PROGRAMS AND THE COLLEGE'S MUSEUM.

Program 3

Expenses: $264,216

GRANTS TO OAKTON TO SUPPORT PROGRAMMATIC INTITATIVES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,052,975

Program Service Revenue $0

Investment Income $2,003,541

Other Revenue $0

TOTAL REVENUE $4,056,516

Expense Breakdown

Grants Paid $2,082,002

Salaries & Benefits $0

Fundraising Expenses $33,792

Program Expenses $2,082,002

Other Expenses $312,281

TOTAL EXPENSES $2,394,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,056,516	$2,855,520	+0.4%
Expenses	$2,394,283	$1,821,673	+0.3%
Net Income	$1,662,233	$1,033,847	+0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$626,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS JULIE FENTON	PRESIDENT	0.30	Officer Director	$0	$0	$0
MR MURRAY SPRUNG	IMMEDIATE PAST PRESIDENT	0.30	Officer Director	$0	$0	$0
MR JEFF CONEY	VICE PRESIDENT/PRESIDENT ELECT	0.30	Officer Director	$0	$0	$0
MR SCOTT HURWITZ	TREASURER	0.30	Officer Director	$0	$0	$0
DR JOAN RICHARDS	SECRETARY	0.30	Officer Director	$0	$0	$0
MS PATTI ANDERSON	DIRECTOR	0.20	Director	$0	$0	$0
MR ALEX BORYSZEWSKI	DIRECTOR	0.20	Director	$0	$0	$0
MR SHANE CARLIN	DIRECTOR	0.20	Director	$0	$0	$0
MR HANSY CHARLIER THRU 63025	DIRECTOR	0.20	Director	$0	$0	$0
MR CARL COSTANZA	DIRECTOR	0.20	Director	$0	$0	$0
MR HANK GALATZ	DIRECTOR	0.20	Director	$0	$0	$0
MS KATE GALLAGHER	DIRECTOR	0.20	Director	$0	$0	$0
MR STEFAN JOHNSON THRU 82124	DIRECTOR	0.20	Director	$0	$0	$0
MS KATIE HUNT	DIRECTOR	0.20	Director	$0	$0	$0
MS REGINA HOLLOWAY THRU 11424	DIRECTOR	0.20	Director	$0	$0	$0
MS LINDA KORBEL	DIRECTOR	0.20	Director	$0	$0	$0
MS CATHERINE LEONARD	DIRECTOR	0.20	Director	$0	$0	$0
MS KATHY LICHTENSTEIN	DIRECTOR	0.20	Director	$0	$0	$0
MS AMY MOSSER	DIRECTOR	0.20	Director	$0	$0	$0
MS NATASHA RICHARDS	DIRECTOR	0.20	Director	$0	$0	$0
MR JEFFREY RODRIGUEZ THRU 63025	DIRECTOR	0.20	Director	$0	$0	$0
MR STEVE SALAMAN	DIRECTOR	0.20	Director	$0	$0	$0
MR HOWARD SINGER	DIRECTOR	0.20	Director	$0	$0	$0
MS NANCY SULLIVAN	DIRECTOR	0.20	Director	$0	$0	$0
DR JOIANNE SMITH	COLLEGE PRESIDENT	1.00	Officer	$0	$54,177	$417,674
MS KATHERINE SAWYER	EXECUTIVE DIRECTOR	20.00	Officer	$0	$21,966	$209,040

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	$4,056,516	$2,394,283	$23,838,484	$1,662,233
2024	$2,855,520	$1,821,673	$21,640,408	$1,033,847
2023	$2,312,231	$1,634,331	$19,232,533	$677,900
2022	$4,276,971	$1,747,935	$17,956,754	$2,529,036
2021	$2,907,095	$981,690	$21,138,694	$1,925,405
2020	$1,487,014	$945,505	$16,313,783	$541,509
2019	$1,287,713	$1,165,608	$16,628,281	$122,105

OAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION