The Osborn 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

2015

Legal Domicile

Phone

9149258278

Tax Period

2023-01-01 to 2023-12-31

The Osborn Foundation, founded in 2015, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE OSBORN FOUNDATION RAISES FUNDS TO SUPPORT THE OSBORN'S CHARITY CARE PROGRAM, PROGRAMS FOR OSBORN RESIDENTS, CAMPUS BEAUTIFICATION PROJECTS, EMPLOYEE ACADEMIC ACHIEVEMENT AWARDS AND EMPLOYEE ENRICHMENT PROGRAMS, AS WELL AS MEMORIAL GIFTS. FUNDS WERE RAISED VIA MAJOR GIFT SOLICITATIONS, A CHARITABLE REMAINDER UNIT TRUST, AN ANNUAL FUNDRAISING EVENT, ANNUAL APPEAL, GRATEFUL PATIENT APPEAL, AND DONOR REPORT.

Program Service Accomplishments

Program 1

Expenses: $1,350,494 Revenue: $0

THE OSBORN FOUNDATION'S PROGRAM SERVICE INCLUDES RAISING FUNDS TO SUPPORT THE OSBORN'S CHARITY CARE PROGRAM, THE RENOWNED MUSIC AND MEMORY PROGRAM FOR DEMENTIA CARE RESIDENTS, THE EMPLOYEE ACADEMIC ACHIEVEMENT AWARD, AND NUMEROUS MEMORIAL GIFTS. FUNDS WERE RAISED VIA MAJOR GIFT SOLICITATIONS, A CHARITABLE REMAINDER UNITRUST, ANNUAL APPEAL, AND DONOR REPORT.

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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 $1,526,369

Program Service Revenue $0

Investment Income $26,634

Other Revenue $0

TOTAL REVENUE $1,553,003

Expense Breakdown

Grants Paid $1,280,673

Salaries & Benefits $264,262

Fundraising Expenses $334,763

Program Expenses $1,350,494

Other Expenses $200,240

TOTAL EXPENSES $1,745,175

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,553,003	$2,373,474	-0.3%
Expenses	$1,745,175	$699,274	+1.5%
Net Income	$-192,172	$1,674,200	-1.1%

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

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

$1,223,413

Total Directors

Key Employees

$247,997

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CHAIR	2.0	Officer Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	PRESIDENT/CEO	0.3	Officer	$5,005	$69,532	$695,189
N/A	CFO AND TREASURER	0.3	Officer	$3,642	$73,029	$528,224
N/A	VP MARKETING AND FUNDRAISING	0.3	Key Emp	$1,771	$26,567	$247,997

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	$1,553,003	$1,745,175	$3,608,799	$-192,172
2022	$2,373,474	$699,274	$3,594,251	$1,674,200
2021	$508,868	$453,910	$2,400,544	$54,958
2020	$452,880	$510,648	$2,360,566	$-57,768
2019	$528,097	$673,390	$2,289,213	$-145,293
2018	$494,894	$409,934	$2,459,842	$84,960