THE ORAU 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

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

THE ORAU FOUNDATION SUPPORTS OAK RIDGE ASSOCIATED UNIVERSITIES, INC. IN ITS MISSION TO FOCUS ON THE ADVANCEMENT OF SCIENTIFIC RESEARCH AND EDUCATION WHILE PROVIDING INNOVATIVE SOLUTIONS TO STRENGTHEN AND SECURE AMERICA.

Program Service Accomplishments

Program 1

Expenses: $130,912

POST GRADUATE AWARDS AND SCHOLARSHIPS: THESE GRANTS ARE FOR 25 JUNIOR FACULTY AWARDS AND 5 POLLARD SCHOLARSHIPS TO HELP PROMOTE HIGHER SCIENTIFIC AND MATH EDUCATION.

Program 2

Expenses: $256,930

THE ORAU DIRECTED RESEARCH AND DEVELOPMENT (ODRD) PROGRAM PROVIDES GRANTS FOR COLLABORATIVE RESEARCH INVOLVING ORAU EMPLOYEES AND MEMBER UNIVERSITY FACULTY. SEVERAL GRANTS WERE PROVIDED IN FY24 TO...

THE ORAU DIRECTED RESEARCH AND DEVELOPMENT (ODRD) PROGRAM PROVIDES GRANTS FOR COLLABORATIVE RESEARCH INVOLVING ORAU EMPLOYEES AND MEMBER UNIVERSITY FACULTY. SEVERAL GRANTS WERE PROVIDED IN FY24 TO SUPPORT SCIENTIFIC RESEARCH SUCH AS STUDIES ON BURNOUT AND ENGAGEMENT IN DIABETES CARE AMONG ADULTS WITH T1D, DAILY EXPERIENCES IN STEM WORKPLACES THROUGH THE LENS OF SELF-DETERMINATION THEORY, NATIONAL NURSING READINESS FOR A RADIOLOGICAL OR NUCLEAR INCIDENT, EPIDEMIOLOGIC STUDIES AND MOLECULAR AND CYTOGENETIC BIODOSIMETERS FOR RADIOLOGICAL AND NUCLEAR MASS CASUALTY INCIDENTS.

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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 $2,215,666

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

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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

$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