ADS ORTNER EDUCATIONAL FOUNDATION

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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

1994

Legal Domicile

Principal Officer

SCOTT PARKER

Phone

8162850810

Tax Period

2023-01-01 to 2023-12-31

ADS ORTNER EDUCATIONAL FOUNDATION, founded in 1994, is a micro nonprofit in the Science & Technology sector that reported $15K in total revenue in fiscal year 2023. Expenses of $13K left a modest 14% surplus.

Mission

THE FOUNDATION'S PURPOSE IS TO PROVIDE EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE ASSOCIATION OF DIESEL SPECIALISTS AND THE DIESEL FUEL INJECTION AND DIESEL INDUSTRIES

Program Service Accomplishments

Program 1

Expenses: $7,000

SCHOLARSHIPS - THE SCHOLARSHIPS SEEK TO RECRUIT NEW STUDENTS INTO DIESEL TRAINING PROGRAMS AT INSTITUTIONS PARTICIPTATING IN THE ASSOCIATIONS "TECHSMART" PROGRAM. UP TO 10 SCHOLARSHIPS ARE OFFERED...

SCHOLARSHIPS - THE SCHOLARSHIPS SEEK TO RECRUIT NEW STUDENTS INTO DIESEL TRAINING PROGRAMS AT INSTITUTIONS PARTICIPTATING IN THE ASSOCIATIONS "TECHSMART" PROGRAM. UP TO 10 SCHOLARSHIPS ARE OFFERED EACH YEAR.

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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 $100

Program Service Revenue $0

Investment Income $14,895

Other Revenue $0

TOTAL REVENUE $14,995

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,000

Other Expenses $5,953

TOTAL EXPENSES $12,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,995	$15,624	0.0%
Expenses	$12,953	$13,880	-0.1%
Net Income	$2,042	$1,744	+0.2%

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
ANDY GIRRES	CHAIRMAN	0.50	Officer Director	$0	$0	$0
SCOTT PARKER	TREASURER	0.50	Officer Director	$0	$0	$0
STEVE CATES	TRUSTEE	0.50	Director	$0	$0	$0
MIKE RUFFING	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL OLIVEROS	TRUSTEE	0.50	Director	$0	$0	$0
PAUL THOMS	TRUSTEE	0.50	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	$14,995	$12,953	$637,302	$2,042
2022	$15,624	$13,880	$600,338	$1,744
2021	$14,462	$12,559	$679,942	$1,903
2020	$17,635	$10,234	$665,337	$7,401
2019	$12,564	$6,174	$602,602	$6,390
2018	$1,344	$5,000	$595,731	$-3,656