Mutual of Omaha Employee Financial Assistance Fund (EIN 363723642) - Form 990 Financial Analysis & Trantor Score

🔒

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

1990

Legal Domicile

Principal Officer

Kellee Grimes

Phone

4023518944

Tax Period

2023-01-01 to 2023-12-31

Mutual of Omaha Employee Financial Assistance Fund, founded in 1990, is a small nonprofit in the Human Services sector that reported $325K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 30% operating margin.

Mission

The Mutual of Omaha Employee Financial Assistance Fund provides financial assistance to associates of Mutual of Omaha during times of crisis or need.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $319,174

Program Service Revenue $0

Investment Income $5,945

Other Revenue $0

TOTAL REVENUE $325,119

Expense Breakdown

Grants Paid $225,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,652

Other Expenses $1,152

TOTAL EXPENSES $226,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,119	$194,928	+0.7%
Expenses	$226,652	$260,132	-0.1%
Net Income	$98,467	$-65,204	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Sexton	VICE PRESIDENT & DIRECTOR	2.0	Officer Director	$0	$0	$0
Kellee Grimes	PRESIDENT & DIRECTOR	2.0	Officer Director	$0	$0	$0
Kim Armstrong	SECRETARY & DIRECTOR	5.0	Officer Director	$0	$0	$0
Vicki Rushlau	Treasurer & Director	1.0	Officer Director	$0	$0	$0
Cruz Cabrera de Ortiz	Director	1.0	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	$325,119	$226,652	$313,515	$98,467
2020	$297,694	$318,420	$211,211	$-20,726

Mutual of Omaha Employee Financial Assistance Fund