The Enrichment Foundation (EIN 470795584) - Form 990 Financial Analysis & Trantor Score

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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

1996

Legal Domicile

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

The Enrichment Foundation, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 7% surplus.

Mission

To help support the Omaha Community Foundation's mission by helping to enrich the physical, emotional, and mental needs of individuals who are physically unable to care for themselves in and around the Omaha metropolitan area.

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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 $0

Program Service Revenue $0

Investment Income $2,356,288

Other Revenue $0

TOTAL REVENUE $2,356,288

Expense Breakdown

Grants Paid $2,039,706

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,146,009

Other Expenses $148,586

TOTAL EXPENSES $2,188,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,356,288	$1,989,696	+0.2%
Expenses	$2,188,292	$2,041,575	+0.1%
Net Income	$167,996	$-51,879	-4.2%

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
Ann Bird	Secretary	1.00	Officer Director	$0	$0	$0
Eileen Fenton	Director	1.00	Director	$0	$0	$0
Tim O'Neil	Vice President	2.00	Officer Director	$0	$0	$0
Ranae Keckeisen	Director	1.00	Director	$0	$0	$0
Nancy O'Neil Nelsen	President	5.00	Officer Director	$0	$0	$0
Jason Tonjes	Treasurer	1.00	Officer 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	$2,356,288	$2,188,292	$47,287,406	$167,996
2022	$1,989,696	$2,041,575	$42,666,648	$-51,879
2021	$2,887,034	$2,242,832	$53,133,352	$644,202
2020	$1,724,692	$2,326,343	$48,416,259	$-601,651

The Enrichment Foundation