OKEEFE EDUCATIONAL MEDIA (EIN 364488806) - 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

2002

Legal Domicile

Principal Officer

Jane B O'Keefe

Phone

2286044020

Tax Period

2023-01-01 to 2023-12-31

OKEEFE EDUCATIONAL MEDIA, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $453K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $431K left a modest 5% surplus.

Mission

Creating a connected community to provide social support, ensure healthy futures and foster cooperation and understanding for people with disabilities through programs, events, services and special projects.

🔒

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 $452,634

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $452,634

Expense Breakdown

Grants Paid $25,087

Salaries & Benefits $177,695

Fundraising Expenses $0

Program Expenses $419,795

Other Expenses $228,072

TOTAL EXPENSES $430,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$452,634	$355,009	+0.3%
Expenses	$430,854	$369,573	+0.2%
Net Income	$21,780	$-14,564	-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

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
Jane B OKeefe	Executive Director	40	Highest	$72,800	$0	$72,800
Justin Chance	President	1	Director	$0	$0	$0
Matt Burke	Vice President	1	Director	$0	$0	$0
Deborah Snyder	Secretary	1	Director	$0	$0	$0
Harry Joachim	Treasurer	1	Director	$0	$0	$0
Claudia Lewis	Director	1	Director	$0	$0	$0
Felix Gines	Director	1	Director	$0	$0	$0
Kathy Williams	Director	1	Director	$0	$0	$0
Michelle Davis Hebert	Director	1	Director	$0	$0	$0
Sarah Landry	Director	1	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$452,634	$430,854	$88,355	$21,780
2022	$355,009	$369,573	$64,522	$-14,564
2021	$325,534	$338,518	$78,716	$-12,984
2020	$276,493	$267,973	$91,618	$8,520

OKEEFE EDUCATIONAL MEDIA