THE FOUNDATION FOR OSCEOLA EDUCATION INC (EIN 592960396) - 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

1987

Legal Domicile

Principal Officer

KERRY AVERY

Phone

4078704855

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION FOR OSCEOLA EDUCATION INC, founded in 1987, is a mid-sized nonprofit in the Education sector that reported $24.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $22.1M left a modest 9% surplus.

Mission

ENHANCE PUBLIC EDUCATION FOR OSCEOLA COUNTY SCHOOLS

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $18,933,043

Program Service Revenue $1,154,668

Investment Income $4,218,357

Other Revenue $-81,786

TOTAL REVENUE $24,224,282

Expense Breakdown

Grants Paid $922,027

Salaries & Benefits $761,522

Fundraising Expenses $0

Program Expenses $21,908,520

Other Expenses $20,370,998

TOTAL EXPENSES $22,054,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,224,282	$21,781,815	+0.1%
Expenses	$22,054,547	$21,903,275	+0.0%
Net Income	$2,169,735	$-121,460	-18.9%

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

Volunteers

301

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

$101,829

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA BOMBALIER	BOARD MEMBER	1.00	Director	$0	$0	$0
LANCELOT GOODEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIKA BOOTH	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY BURDETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
HOLLY DUKE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARISA ENGLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY ESPOSITO	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA FLORENTINO	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN FLETCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY COOK	EX OFFICIO	1.00	Director	$0	$0	$0
DANIELLE GUMP	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFANIA JANCEWICZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN MCALEAR	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBB LARSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH LAUGHON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF MOCK	PAST CHAIR	1.00	Director	$0	$0	$0
CLYDE WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD PENGELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY PIERSON	CHAIR	1.00	Director	$0	$0	$0
SHEILA RANKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NORA RODRIGUEZ-PATTERSON	VICE CHAIR	1.00	Director	$0	$0	$0
ANITZA SAN MIGUEL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SHANOFF	EX-OFFICIO	1.00	Director	$0	$0	$0
DENISE STAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOLENE SHEIVE	BOARD MEMBER	1.00	Director	$0	$0	$0
HANS STEINBRENNER	FINANCE CHAI	1.00	Director	$0	$0	$0
MELISSA THACKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM TOMPKINS	EX-OFFICIO	1.00	Director	$0	$0	$0
MISAEL CHAVEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN WETZEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KAY WHITE	CHARTER LIAS	1.00	Director	$0	$0	$0
JEFFERY WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRY AVERY	EXEC. DIR.	40.00	Officer	$101,829	$0	$101,829

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	$24,224,282	$22,054,547	$16,618,449	$2,169,735
2024	$21,781,815	$21,903,275	$19,511,618	$-121,460
2023	$22,780,540	$21,574,383	$18,492,669	$1,206,157
2022	$18,787,939	$18,067,717	$17,231,201	$720,222
2021	$18,217,946	$17,855,615	$17,772,973	$362,331
2020	$23,728,368	$22,364,971	$16,559,688	$1,363,397

THE FOUNDATION FOR OSCEOLA EDUCATION INC