OSCEOLA COUNTY EDUCATION ASSOCIATION (EIN 591717308) - 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

1989

Legal Domicile

Principal Officer

JANET MOODY

Phone

4078704648

Tax Period

2024-09-01 to 2025-08-31

OSCEOLA COUNTY EDUCATION ASSOCIATION, founded in 1989, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 8% surplus.

Mission

PROMOTE HIGH PROFESSIONAL PRACTICES; PROMOTE COOPERATION WITH OTHER GROUPS HAVING EDUCATIONAL INTEREST; PROVIDE OPPORTUNITY FOR LEADERSHIP AMONG ITS MEMBERS; SUPPORT THE LOCAL STATE AND NATIONAL PROFESSIONAL ORGANIZATIONS; IMPROVE EDUCATIONAL OPPORTUNITIES IN THIS COUNTY, STATE AND NATION SERVICES APPROXIMATELY 2,628 MEMBERS.

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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 $1,647,912

Program Service Revenue $0

Investment Income $28,788

Other Revenue $69,242

TOTAL REVENUE $1,745,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,161

Fundraising Expenses $0

Program Expenses $1,571,539

Other Expenses $1,426,018

TOTAL EXPENSES $1,611,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,745,942	$1,658,803	+0.1%
Expenses	$1,611,179	$1,471,722	+0.1%
Net Income	$134,763	$187,081	-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

Volunteers

150

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
KIMBERLY CASTRO-STEVENS	SECRETARY	4.00	Director	$0	$0	$0
GREGG GAHRIS	DIRECTOR	2.00	Director	$0	$0	$0
FELICIA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
ZAHIRA PENA-ANDINO	DIRECTOR	2.00	Director	$0	$0	$0
HEIDI GOICOECHEA	DIRECTOR	2.00	Director	$0	$0	$0
PATTY MATHEWS	DIRECTOR	2.00	Director	$0	$0	$0
BLAIR CHARLES	DIRECTOR	2.00	Director	$0	$0	$0
JANET MOODY	PRESIDENT	40.00	Officer	$0	$0	$0
EMILY GORENTZ	VICE PRESIDENT	4.00	Officer	$0	$0	$0
LASHANNA WARD	VICE PRESIDENT	4.00	Officer	$0	$0	$0
AMANADA JACOBS	TREASURER	4.00	Officer	$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	$1,745,942	$1,611,179	$1,180,696	$134,763
2024	$1,658,803	$1,471,722	$1,044,305	$187,081
2023	$1,812,142	$1,738,369	$894,928	$73,773
2022	$1,608,935	$1,603,325	$727,674	$5,610
2021	$1,814,911	$1,507,666	$730,310	$307,245
2020	$1,790,160	$1,581,285	$525,804	$208,875
2019	$1,761,007	$1,701,093	$384,678	$59,914
2018	$1,679,206	$1,730,439	$333,881	$-51,233

OSCEOLA COUNTY EDUCATION ASSOCIATION