OFTC FOUNDATION INC (EIN 582382040) - 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

2007

Legal Domicile

Principal Officer

KATHY AARON

Phone

4785532050

Tax Period

2024-07-01 to 2025-06-30

OFTC FOUNDATION INC, founded in 2007, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $237K left a modest 11% surplus.

Mission

EDUCATIONAL INSTITUTE SUPPORT

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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 (2024)

Revenue Breakdown

Contributions & Grants $201,406

Program Service Revenue $0

Investment Income $28,621

Other Revenue $37,718

TOTAL REVENUE $267,745

Expense Breakdown

Grants Paid $104,405

Salaries & Benefits $0

Fundraising Expenses $17,015

Program Expenses $118,790

Other Expenses $132,739

TOTAL EXPENSES $237,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,745	$403,395	-0.3%
Expenses	$237,144	$303,183	-0.2%
Net Income	$30,601	$100,212	-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
Kathryn Wilcox	Chairman	N/A	Officer	$0	$0	$0
Jeff Brown	Vice Chair	N/A	Officer	$0	$0	$0
Allen Hodges	Treasurer	N/A	Officer	$0	$0	$0
Mike McDonald	Member	N/A	Director	$0	$0	$0
Randy Helton	Member	N/A	Director	$0	$0	$0
Ryan Brinson	Member	N/A	Director	$0	$0	$0
Allen Haywood	Member	N/A	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	$267,745	$237,144	$1,260,696	$30,601
2024	$403,395	$303,183	$1,226,183	$100,212
2023	$305,103	$275,821	$1,129,186	$29,282
2022	$737,620	$247,836	$1,096,542	$489,784
2021	$141,996	$62,307	$604,580	$79,689
2020	$70,567	$72,950	$516,179	$-2,383
2019	$96,940	$101,831	$518,564	$-4,891

OFTC FOUNDATION INC