OFALLON HIGH SCHOOL ENDOWMENT FUND LTD

EIN: 371384370 501(c)(3) Philanthropy & Grantmaking

OFallon, IL

Total Revenue
$112,890
Total Expenses
$54,453
Total Assets
$1,477,136
Net Assets
$1,477,136
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
IL
Principal Officer
Daniel Jackson
Phone
6186323507
Tax Period
2024-01-01 to 2024-12-31

OFALLON HIGH SCHOOL ENDOWMENT FUND LTD, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $113K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $58K, a strong 52% operating margin.

Mission

Support efforts to enrich and supplement the regular educational programs offered to students of O'Fallon High School District No. 203, St. Clair County, Illinois.

Program Service Accomplishments

Program 1
Expenses: $38,675 Revenue: $0

Grants to O'Fallon Township High School

Program 2
Expenses: $5,100 Revenue: $0

Scholarships

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,988
Program Service Revenue $0
Investment Income $73,902
Other Revenue $0
TOTAL REVENUE $112,890

Expense Breakdown

Grants Paid $43,775
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $43,775
Other Expenses $10,678
TOTAL EXPENSES $54,453

Year-over-Year Comparison

2024 2023 Change
Revenue $112,890 $100,502 +0.1%
Expenses $54,453 $26,778 +1.0%
Net Income $58,437 $73,724 -0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
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
3
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Liz Jennings President 8.00
Officer Director
$0 $0 $0
Erin Baskett Treasurer 8.0
Officer Director
$0 $0 $0
Jessica Lotz Secretary 4.0
Officer Director
$0 $0 $0
Dan May Director 2.0
Director
$0 $0 $0
Russell Thoman Director 2.0
Director
$0 $0 $0
Ryan Brown Director 2.0
Director
$0 $0 $0
Doug Distler Director 2.0
Director
$0 $0 $0
Jamie Trader Director 2.0
Director
$0 $0 $0
Eric Meinkoth Director 2.0
Director
$0 $0 $0
Tiana Montgomery Director 2.0
Director
$0 $0 $0
Daniel Jackson Director 2.0
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
2025 No data No data No data No data
2024 $112,890 $54,453 $1,477,136 $58,437
2023 $100,502 $26,778 $1,341,671 $73,724
2022 $89,195 $12,735 $1,174,332 $76,460
2021 $100,867 $11,927 $1,295,924 $88,940
2020 $60,080 $46,821 $1,075,938 $13,259
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