OAK HILLS MEMORIAL FOUNDATION INC (EIN 411733850) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

MIKE FURTH

Phone

5072330800

Tax Period

2023-10-01 to 2024-09-30

OAK HILLS MEMORIAL FOUNDATION INC, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $166K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $1.4M represent 98 months of operating reserves.

Mission

TO RAISE, HOLD, INVEST AND DISTRIBUTE NON-OPERATING REVENUE IT RAISES FOR ITS SUPPORTED ORGS

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $102,614

Program Service Revenue $0

Investment Income $48,201

Other Revenue $14,821

TOTAL REVENUE $165,636

Expense Breakdown

Grants Paid $159,775

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,775

Other Expenses $20,928

TOTAL EXPENSES $180,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,636	$240,847	-0.3%
Expenses	$180,703	$239,821	-0.2%
Net Income	$-15,067	$1,026	-15.7%

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

$279,502

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE FURTH	CHAIR	0.25	Officer Director	$0	$0	$0
NICK PETERSON	VICE-CHAIR	0.25	Officer Director	$0	$0	$0
TIM REINKE	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
CHAD COOREMAN	DIRECTOR	0.25	Director	$0	$0	$0
ERIC WARMKA	DIRECTOR	0.25	Director	$0	$0	$0
WENDY HAGBERG	DIRECTOR	0.25	Director	$0	$0	$0
TOM BERG	DIRECTOR	0.25	Director	$0	$0	$0
PAT BOOKER	DIRECTOR	0.25	Director	$0	$0	$0
TYLER BERG	DIRECTOR	0.25	Director	$0	$0	$0
ALICIA RAHE	DIRECTOR-PART YEAR	0.25	Director	$0	$0	$0
CANDAS SCHOUVIELLER	ADMINISTRATOR	1.00	Officer	$0	$31,555	$164,323
LAURA BUECHNER	DIRECTOR OF FINANCE	2.00	Officer	$0	$13,130	$104,322
WENDY BRODERSON	FUND DEVELOPMENT DIRECTOR	1.00	Officer	$0	$1,328	$10,857

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	$165,636	$180,703	$1,361,725	$-15,067
2023	$240,847	$239,821	$1,324,717	$1,026
2022	$638,112	$109,008	$1,301,552	$529,104
2021	$462,438	$227,714	$846,046	$234,724
2020	$56,890	$77,705	$527,473	$-20,815
2019	$124,144	$53,749	$521,434	$70,395

OAK HILLS MEMORIAL FOUNDATION INC