ORTNER SCHOLARSHIP FOUNDATION (EIN 470919066) - 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

2003

Legal Domicile

Principal Officer

ADAM EGGELING

Phone

7126783325

Tax Period

2025-01-01 to 2025-12-31

ORTNER SCHOLARSHIP FOUNDATION, founded in 2003, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $11K, a strong 24% operating margin.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL GRADUATES OF THE CHARTER OAK-UTE AND MAPLE VALLEY-ANTHON OTO SCHOOL DISTRICTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $24,844

Program Service Revenue $0

Investment Income $9,999

Other Revenue $9,343

TOTAL REVENUE $44,186

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,000

Other Expenses $1,380

TOTAL EXPENSES $33,380

Year-over-Year Comparison

	2025	2024	Change
Revenue	$44,186	$55,223	-0.2%
Expenses	$33,380	$24,310	+0.4%
Net Income	$10,806	$30,913	-0.7%

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

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
LEANN THIES	TRUSTEE	1.00	Director	$0	$0	$0
ADAM EGGELING	TRUSTEE	1.00	Director	$0	$0	$0
ROLLIE WIEBERS	TRUSTEE/PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID SEIEROE	TRUSTEE	1.00	Director	$0	$0	$0
AMY MESECK	TRUSTEE	1.00	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	$44,186	$33,380	$732,662	$10,806
2024	$55,223	$24,310	$721,856	$30,913
2023	$77,717	$25,775	$690,943	$51,942
2022	$60,539	$24,280	$639,001	$36,259
2021	$54,848	$29,430	$602,742	$25,418
2020	$13,573	$865	$577,324	$12,708
2019	$41,047	$29,270	$564,616	$11,777
2018	$31,726	$29,552	$552,839	$2,174

ORTNER SCHOLARSHIP FOUNDATION