THE ORAU FOUNDATION (EIN 581512615) - 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

1980

Legal Domicile

Principal Officer

J PHIL ANDREWS

Phone

8653474630

Tax Period

2023-10-01 to 2024-09-30

THE ORAU FOUNDATION, founded in 1980, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.4M, a strong 62% operating margin.

Mission

PROMOTE HIGHER SCIENTIFIC EDUCATION.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,215,666

Other Revenue $0

TOTAL REVENUE $2,215,666

Expense Breakdown

Grants Paid $387,842

Salaries & Benefits $2,134

Fundraising Expenses $0

Program Expenses $387,842

Other Expenses $444,093

TOTAL EXPENSES $834,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,215,666	$1,852,479	+0.2%
Expenses	$834,069	$808,287	+0.0%
Net Income	$1,381,597	$1,044,192	+0.3%

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

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

$1,249,981

Total Directors

$763,904

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL F LOKITZ	DIRECTOR	0.30	Director	$0	$30,308	$411,134
DR ANN C SAVOCA	CHAIR	0.30	Director	$0	$0	$0
DR DEBORAH CRAWFORD	VICE CHAIR	0.30	Director	$0	$0	$0
DR REBEKAH K HERSCH	DIRECTOR	0.30	Director	$0	$0	$0
KENNETH WILLIAM TOBIN	DIRECTOR	0.30	Director	$0	$25,193	$352,770
KENNETH J RUETER	DIRECTOR	0.30	Director	$0	$0	$0
SAMUEL S VISNER	DIRECTOR	0.30	Director	$0	$0	$0
DR JULIE B JORDAN	DIRECTOR	0.30	Director	$0	$0	$0
HARRY ANDERSON PAGE	PRESIDENT	0.30	Officer	$0	$43,839	$818,838
J PHIL ANDREWS	TREASURER/SECRETARY	0.80	Officer	$7,392	$44,428	$431,143

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	$2,215,666	$834,069	$64,325,421	$1,381,597
2023	$1,852,479	$808,287	$52,602,761	$1,044,192
2022	$2,583,989	$696,004	$44,007,613	$1,887,985
2021	$1,525,157	$1,028,934	$53,712,953	$496,223
2020	$2,903,437	$485,640	$45,061,364	$2,417,797
2019	$2,273,107	$730,883	$41,645,286	$1,542,224
2018	$2,575,719	$662,271	$40,332,913	$1,913,448

THE ORAU FOUNDATION