OMAHA EDUCATION ASSOCIATION (EIN 470259854) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Principal Officer

KATHERINE POEHLING

Phone

4023460400

Tax Period

2024-08-01 to 2025-07-31

OMAHA EDUCATION ASSOCIATION, founded in 1941, is a small nonprofit that reported $645K in total revenue in fiscal year 2024. The organization ran a surplus of $110K, a strong 17% operating margin.

Mission

THE MISSION OF THE OMAHA EDUCATION ASSOCIATION IS TO ADVANCE THE PROFESSIONAL INTERESTS OF ITS MEMBERS IN ORDER TO MAKE PUBLIC EDUCATION THE BEST IT CAN BE FOR STUDENTS, STAFF, AND THE COMMUNITY. THE VISION OF THE OMAHA EDUCATION ASSOCIATION IS A GREAT PUBLIC EDUCATION FOR EVERY STUDENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $564,356

Investment Income $75,209

Other Revenue $5,028

TOTAL REVENUE $644,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,617

Fundraising Expenses $0

Program Expenses $262,026

Other Expenses $371,391

TOTAL EXPENSES $535,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$644,593	$610,762	+0.1%
Expenses	$535,008	$540,300	0.0%
Net Income	$109,585	$70,462	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$15,862

Total Directors

$15,862

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIE STEVENS	MIDDLE LEVEL REP	0.00	Director	$0	$0	$0
KATHERINE POEHLING	PRESIDENT	40.00	Officer Director	$13,998	$0	$13,998
AMANDA KLOKE	ELEMENTARY REP	0.00	Director	$0	$0	$0
JOSHUA MCDOUGALL	ELEMENTARY REP	0.00	Director	$0	$0	$0
TERRI CHILDERS	VP ADVOCACY	1.00	Officer Director	$932	$0	$932
SHANNON HENG	ALTERNATIVE ED/TAC	0.00	Director	$0	$0	$0
JAMES GOETZ	SENIOR HIGH REP	0.00	Director	$0	$0	$0
RAE CARLSON	SENIOR HIGH REP	0.00	Director	$0	$0	$0
AMY SMITH	MIDDLE LEVEL REP	0.00	Director	$0	$0	$0
JANA DEAVER	ELEMENTARY REP	0.00	Director	$0	$0	$0
FAITH JOHNSON	VP MEMBER BENEFITS	1.00	Officer Director	$932	$0	$932
DAWN CRUMP	ELEMENTARY REP	0.00	Director	$0	$0	$0
LORI KREBS	MIDDLE LEVEL REP	0.00	Director	$0	$0	$0
DIANA CASEY	ELEMENTARY REP	0.00	Director	$0	$0	$0
CARRIE PRATT	SENIOR HIGH REP	0.00	Director	$0	$0	$0
MICHELLE RICHARDS	ELEMENTARY REP	0.00	Director	$0	$0	$0
SARAH DRAGON	ELEMENTARY REP	0.00	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
2025	$644,593	$535,008	$3,356,279	$109,585
2024	$610,762	$540,300	$3,219,978	$70,462
2023	$525,182	$587,386	$3,154,488	$-62,204
2022	$581,502	$521,632	$3,189,087	$59,870
2021	$670,964	$538,296	$3,298,354	$132,668
2020	$698,032	$552,292	$3,075,258	$145,740
2019	$636,325	$597,662	$2,903,414	$38,663

OMAHA EDUCATION ASSOCIATION