OSU - LEW WENTZ FOUNDATION (EIN 730590516) - 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

1926

Legal Domicile

Principal Officer

PATRICIA T HOUSTON PRAWL

Tax Period

2024-07-01 to 2025-06-30

OSU - LEW WENTZ FOUNDATION, founded in 1926, is a small nonprofit in the Education sector that reported $747K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $930K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO OKLAHOMA STATE UNIVERSITY AND THE STUDENTS WHO ATTEND THE UNIVERSITY THROUGH GRANTS, SCHOLARSHIPS, ETC

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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 $0

Program Service Revenue $0

Investment Income $746,753

Other Revenue $19

TOTAL REVENUE $746,772

Expense Breakdown

Grants Paid $795,925

Salaries & Benefits $60,000

Fundraising Expenses $0

Program Expenses $795,925

Other Expenses $74,498

TOTAL EXPENSES $930,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$746,772	$1,744,586	-0.6%
Expenses	$930,423	$955,833	0.0%
Net Income	$-183,651	$788,753	-1.2%

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

N/A

Employees

N/A

Volunteers

N/A

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia T Houston Prawl	Administrator	N/A	Officer	$60,000	$0	$60,000
James Hess	Trustee	N/A	Director	$0	$0	$0
Jim Orbison	Trustee	N/A	Director	$0	$0	$0
Tom Muchmore	Trustee	N/A	Director	$0	$0	$0
Stacy Kimes	Trustee	N/A		$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	$746,772	$930,423	$21,750,959	$-183,651
2024	No data	No data	No data	No data
2023	$617,694	$901,847	$18,635,898	$-284,153
2022	$2,315,438	$881,604	$17,708,487	$1,433,834
2021	$3,813,107	$761,713	$21,030,521	$3,051,394
2020	$1,183,756	$845,592	$17,225,812	$338,164
2019	$876,515	$779,591	$17,624,230	$96,924

OSU - LEW WENTZ FOUNDATION