EDUCATION FOUNDATION OF OSAGE COMM… - 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

2009

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $107,695

THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE SCHOLORSHIPS TO OSAGE HIGH SCHOOL STUDENTS AS AN INCENTIVE FOR HIGHER LEARNING AND ACHIEVEMENT. THE ORGANIZATION ALSO PROVIDES CURRICULUM ENHANCEMENTS TO PERMIT THE SCHOOL DISTRICT TO PURCHASE ADDITIONAL LEARNING MATERIALS. ADDITIONALLY, THE ORGANIZATION PROVIDES FUNDS TO THE CEDAR RIVER RECREATION AND FINE ARTS BUILDING WHICH PROVIDES FACILITIES AND EQUIPMENT FOR BOTH SCHOOL AND COMMUNITY FUNCTIONS.

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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 (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

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

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

Total Directors

Key Employees

Highest Compensated

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

EDUCATION FOUNDATION OF OSAGE COMMUNITY SCHOOLS