OSBORNE FAMILY FOUNDATION INC

EIN: 611817410 501(c)(3)

ESTERO, FL

Total Revenue
$34,769
Total Expenses
$119,872
Total Assets
$129,838
Net Assets
$129,838
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
OH
Principal Officer
MICHAEL S OSBORNE
Phone
4197823709
Tax Period
2020-01-01 to 2020-12-31

OSBORNE FAMILY FOUNDATION INC, founded in 2017, is a micro nonprofit that reported $35K in total revenue in fiscal year 2020. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 245% operating deficit.

Mission

COMMITTED TO THE NEEDS OF THE COMMUNITY THROUGH PROGRAMS THAT AID AND SUPPORT THOSE SUFFERING FROM POVERTY, DRUG/ALCOHOL DEPENDENCE, AND MENTAL ILLNESS

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $34,769
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $34,769

Expense Breakdown

Grants Paid $26,000
Salaries & Benefits $64,360
Fundraising Expenses $0
Program Expenses $58,794
Other Expenses $29,512
TOTAL EXPENSES $119,872

Year-over-Year Comparison

2020 2019 Change
Revenue $34,769 $3,899,148 -1.0%
Expenses $119,872 $3,682,696 -1.0%
Net Income $-85,103 $216,452 -1.4%
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

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Governance

Voting Members
2
Independent Members
2
Employees
1
Volunteers
2

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
$57,000
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAMARA VANALSTINE EXECUTIVE DI 40.00
Officer
$57,000 $0 $57,000
MICHAEL S OSBORNE DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE A OSBORNE DIRECTOR 1.00
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
2020 $34,769 $119,872 $129,838 $-85,103
2019 $3,899,148 $3,682,696 $214,941 $216,452
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