OAHE FOUNDATION (EIN 363309554) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

ALEXA STULKEN

Phone

6052247392

Tax Period

2023-01-01 to 2023-12-31

OAHE FOUNDATION, founded in 1984, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2018. Expenses of $2.3M left a modest 5% surplus.

Mission

TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,210,766

Program Service Revenue $0

Investment Income $609,628

Other Revenue $0

TOTAL REVENUE $1,820,394

Expense Breakdown

Grants Paid $2,076,734

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,216,505

Other Expenses $139,771

TOTAL EXPENSES $2,216,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,820,394	$3,675,299	-0.5%
Expenses	$2,216,505	$1,909,339	+0.2%
Net Income	$-396,111	$1,765,960	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONTY BECHTOLD	DIRECTOR	1.00	Director	$0	$0	$0
JASPER DIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES H BURKE III	SECRETARY	1.00	Officer Director	$0	$0	$0
KODY KYRISS	DIRECTOR	1.00	Director	$0	$0	$0
DARLA MAYER	DIRECTOR	1.00	Director	$0	$0	$0
DAN RICE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ALEXA STULKEN	TREASURER	1.00	Officer Director	$0	$0	$0
JANELLE TOMAN	DIRECTOR	1.00	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	$1,820,394	$2,216,505	$24,741,001	$-396,111
2022	$3,675,299	$1,909,339	$22,895,209	$1,765,960
2021	$2,879,958	$3,009,872	$25,933,233	$-129,914
2020	$2,359,080	$1,713,020	$24,178,970	$646,060
2019	$2,234,139	$1,977,795	$22,504,600	$256,344
2018	$2,413,245	$2,299,010	$19,419,995	$114,235

OAHE FOUNDATION