EDUCATION FOUNDATION OF OSAGE COMMUNITY SCHOOLS

EIN: 421497636 501(c)(3) Philanthropy & Grantmaking

OSAGE, IA

Total Revenue
$192,539
Total Expenses
$114,650
Total Assets
$1,253,699
Net Assets
$1,253,699
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
IA
Principal Officer
LAURIE BOEHMER
Phone
6417323763
Tax Period
2024-01-01 to 2024-12-31

EDUCATION FOUNDATION OF OSAGE COMMUNITY SCHOOLS, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $193K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 40% operating margin.

Mission

THE FOUNDATION PROVIDES INDIVIDUAL SCHOLARSHIP TO STUDENTS FOR HIGHER EDUCATION AND PROVIDES SUPPORT TO THE OSAGE COMMUNITY SCHOOLS & COMMUNITY.

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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 $153,156
Program Service Revenue $0
Investment Income $39,208
Other Revenue $175
TOTAL REVENUE $192,539

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $1,480
Program Expenses $107,695
Other Expenses $114,650
TOTAL EXPENSES $114,650

Year-over-Year Comparison

2024 2023 Change
Revenue $192,539 $119,543 +0.6%
Expenses $114,650 $96,798 +0.2%
Net Income $77,889 $22,745 +2.4%
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
13
Independent Members
13
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TODD FREIN DIRECTOR N/A
Director
$0 $0 $0
JON GISLESON DIRECTOR N/A
Director
$0 $0 $0
JENNIFER HAM DIRECTOR N/A
Director
$0 $0 $0
BRAD HAVIG DIRECTOR N/A
Director
$0 $0 $0
RAE ANNE HAVIG DIRECTOR N/A
Director
$0 $0 $0
JUDY MAYER DIRECTOR N/A
Director
$0 $0 $0
MELISSA NORBY DIRECTOR N/A
Director
$0 $0 $0
BILL ROWCLIFFE DIRECTOR N/A
Director
$0 $0 $0
TRACEY SCHARPER DIRECTOR N/A
Director
$0 $0 $0
LAURIE BOEHMER TREASURER N/A
Officer
$0 $0 $0
MARTY COOPER VICE PRESIDE N/A
Officer
$0 $0 $0
TIMOTHY NIESS PRESIDENT N/A
Officer
$0 $0 $0
GERI THOMPSON SECRETARY N/A
Officer
$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 $192,539 $114,650 $1,253,699 $77,889
2023 $119,543 $96,798 $1,175,810 $22,745
2022 $125,868 $109,759 $1,153,065 $16,109
2021 $122,594 $95,621 $1,136,956 $26,973
2020 $106,901 $76,285 $1,109,983 $30,616
2019 $197,351 $96,917 $1,079,367 $100,434
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