OLDHAM COUNTY EDUCATIONAL FOUNDATION INC (EIN 611165130) - 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

1990

Legal Domicile

Principal Officer

Kathleen Line

Phone

5023968522

Tax Period

2024-07-01 to 2025-06-30

OLDHAM COUNTY EDUCATIONAL FOUNDATION INC, founded in 1990, is a small nonprofit that reported $185K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 39% operating margin.

Mission

We raise funds to meet the needs in our school district which are not covered by the state budget. This directly impacts the quality of education our students receive in the classroom! We support the implementation of new technology, innovative projects, specialized equipment for special needs, and programs which go above and beyond the traditional core subjects. Through our support of STEM programs, the arts at CAPAA, literacy development, early childhood education, and teacher grants, The Educational Foundation is able to make a yearly impact in each and every one of our Oldham County Schools!

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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 $184,759

Program Service Revenue $0

Investment Income $124

Other Revenue $0

TOTAL REVENUE $184,883

Expense Breakdown

Grants Paid $105,632

Salaries & Benefits $0

Fundraising Expenses $7,301

Program Expenses $105,632

Other Expenses $7,301

TOTAL EXPENSES $112,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,883	$148,179	+0.2%
Expenses	$112,933	$191,714	-0.4%
Net Income	$71,950	$-43,535	-2.7%

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
Aleah Schutze	President	10	Officer	$0	$0	$0
Mary Whittemore	Vice President	10	Officer	$0	$0	$0
Sarah Stucker	Treasurer	10	Officer	$0	$0	$0
Kathleen Line	Assistant Treasurer	2	Officer	$0	$0	$0
Nicole Kirby	Secretary	4	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	$184,883	$112,933	$81,530	$71,950
2021	$181,063	$224,190	$76,018	$-43,127
2020	$386,367	$368,602	$121,145	$17,765

OLDHAM COUNTY EDUCATIONAL FOUNDATION INC