OAKLEAF ENDOWMENT TRUST FOR PUBLIC… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

KERRI HOFFMAN

Phone

6123397151

Tax Period

2023-01-01 to 2023-12-31

OAKLEAF ENDOWMENT TRUST FOR PUBLIC RADIO INTERNATIONAL, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $313K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $409K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF PUBLIC RADIO INTERNATIONAL OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION

Program Service Accomplishments

Program 1

Expenses: $336,171

THE GRANT ASSISTS PUBLIC RADIO INTERNATIONAL WITH ITS DAILYOPERATING COSTS. PUBLIC RADIO INTERNATIONAL PROVIDES MORE THAN 400HOURS OF WEEKLY PROGRAMMING IN FOUR CATEGORIES, INCLUDING: NEWSAND...

THE GRANT ASSISTS PUBLIC RADIO INTERNATIONAL WITH ITS DAILYOPERATING COSTS. PUBLIC RADIO INTERNATIONAL PROVIDES MORE THAN 400HOURS OF WEEKLY PROGRAMMING IN FOUR CATEGORIES, INCLUDING: NEWSAND INFORMATION, COMEDY AND VARIETY, MUSIC, AND SPECIALS ANDDOCUMENTARIES. ITS MISSION IS TO PROVIDE INFORMATION, INSIGHTS ANDCULTURAL EXPERIENCES. ENDOWMENT REVENUE IS COMPOSED OFCONTRIBUTIONS AND INVESTMENT INCOME.

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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 $465

Program Service Revenue $0

Investment Income $312,292

Other Revenue $0

TOTAL REVENUE $312,757

Expense Breakdown

Grants Paid $336,171

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $336,171

Other Expenses $72,594

TOTAL EXPENSES $408,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$312,757	$1,466,433	-0.8%
Expenses	$408,765	$400,549	+0.0%
Net Income	$-96,008	$1,065,884	-1.1%

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

Total Directors

$738,421

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRI HOFFMAN	TRUSTEE	1.00	Director	$0	$13,621	$430,177
CORY ZANIN	TRUSTEE (RESIGNED 12/31/23)	1.00	Director	$0	$26,962	$308,244
RUFUS R WINTON	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD P SCHNEIDER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L RYAN	TRUSTEE	1.00	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	$312,757	$408,765	$6,231,710	$-96,008
2022	$1,466,433	$400,549	$6,327,920	$1,065,884
2021	$631,873	$365,678	$5,262,427	$266,195
2020	$471,693	$357,359	$4,996,286	$114,334
2019	$436,242	$318,737	$4,881,952	$117,505
2018	$299,148	$371,597	$4,764,376	$-72,449

OAKLEAF ENDOWMENT TRUST FOR PUBLIC RADIO INTERNATIONAL