OAK HILLS FELLOWSHIP (EIN 410795255) - 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

1926

Legal Domicile

Principal Officer

DR MARTIN D GIESE

Phone

2187518670

Tax Period

2024-06-01 to 2025-05-31

OAK HILLS FELLOWSHIP, founded in 1926, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024.

Mission

BIBLICALLY CENTERED HIGHER EDUCATION DEVELOPING STUDENTS FOR CAREER AND LIFE LONG SERVICE.

🔒

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 $1,934,228

Program Service Revenue $2,037,162

Investment Income $25,440

Other Revenue $76,158

TOTAL REVENUE $4,072,988

Expense Breakdown

Grants Paid $528,489

Salaries & Benefits $2,091,258

Fundraising Expenses $275,827

Program Expenses $3,486,327

Other Expenses $1,693,536

TOTAL EXPENSES $4,313,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,072,988	$4,233,701	0.0%
Expenses	$4,313,283	$4,549,029	-0.1%
Net Income	$-240,295	$-315,328	-0.2%

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

147

Volunteers

218

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

$177,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF VOGEL	BOARD VC (PART YEAR), BOARD CHAIR	0.00	Officer Director	$0	$0	$0
GARY SIEFERS	BOARD CHAIR (PART YEAR), BOARD VC	0.00	Officer Director	$0	$0	$0
BEA DAGGETT	BOARD SECRETARY	0.00	Officer Director	$0	$0	$0
BILL OAKES	BOARD TREASURER	0.00	Officer Director	$0	$0	$0
SCOTT ANDERSON	BOARD MEMBER	0.00	Director	$0	$0	$0
VIRGIL BAKKEN	BOARD MEMBER	0.00	Director	$0	$0	$0
DANA ELLEFSON	BOARD MEMBER	0.00	Director	$0	$0	$0
D'WANA CARROLL	BOARD MEMBER	0.00	Director	$0	$0	$0
STEVEN KING	BOARD MEMBER	0.00	Director	$0	$0	$0
DR MARTIN D GIESE	PRESIDENT	40.00	Officer	$91,888	$23,384	$115,272
BRUCE KAEHNE	SENIOR ACCOUNTANT	40.00	Officer	$61,800	$0	$61,800

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	$4,072,988	$4,313,283	$6,732,512	$-240,295
2024	$4,233,701	$4,549,029	$7,015,256	$-315,328
2023	$4,015,662	$4,448,165	$6,822,360	$-432,503
2022	$4,230,819	$4,019,398	$7,589,446	$211,421
2021	$4,326,307	$3,985,311	$8,155,373	$340,996
2020	$3,064,797	$3,601,211	$7,768,333	$-536,414
2019	$2,845,385	$3,575,123	$8,348,252	$-729,738
2018	$3,401,961	$3,552,168	$8,442,156	$-150,207

OAK HILLS FELLOWSHIP