EW OGLEBAY MEMORIAL FUND C/O SECUR… - Form 990 Financial Data

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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

1943

Legal Domicile

Principal Officer

PETE HOLLOWAY

Phone

3042335215

Tax Period

2025-01-01 to 2025-12-31

EW OGLEBAY MEMORIAL FUND C/O SECURITY NATIONAL TRUST COMPANY, founded in 1943, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $73K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Net assets of $1.0M represent 165 months of operating reserves.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR OGLEBAY PARK.

Program Service Accomplishments

Program 1

Expenses: $65,703

OGLEBAY PARK, WHEELING, WV - PROVIDE FINANCIAL SUPPORT TO PARK.

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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 $0

Program Service Revenue $0

Investment Income $72,879

Other Revenue $0

TOTAL REVENUE $72,879

Expense Breakdown

Grants Paid $65,703

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,703

Other Expenses $10,566

TOTAL EXPENSES $76,269

Year-over-Year Comparison

	2025	2024	Change
Revenue	$72,879	$79,991	-0.1%
Expenses	$76,269	$60,776	+0.3%
Net Income	$-3,390	$19,215	-1.2%

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	Role	Reportable Comp	Other Comp	Total
GREG MCDERMOTT	TRUSTEE	Director	$0	$0	$0
PETE HOLLOWAY	TRUSTEE	Director	$0	$0	$0
MIKE BOLDRICK	TRUSTEE	Director	$0	$0	$0
SECURITY NATIONAL TRUST	TRUSTEE	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	$72,879	$76,269	$1,003,852	$-3,390
2024	$79,991	$60,776	$1,007,086	$19,215
2023	$33,659	$75,872	$989,062	$-42,213
2022	$1,569	$72,430	$1,031,229	$-70,861
2021	$153,051	$139,591	$1,102,004	$13,460
2020	$22,237	$97,345	$1,088,254	$-75,108
2019	$132,053	$68,658	$1,162,947	$63,395
2018	$103,642	$68,170	$1,101,930	$35,472

EW OGLEBAY MEMORIAL FUND C/O SECURITY NATIONAL TRUST COMPANY