OEC FOUNDATION

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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

1992

Legal Domicile

Principal Officer

Sara Thomas

Phone

4052176637

Tax Period

2023-01-01 to 2023-12-31

OEC FOUNDATION, founded in 1992, is a small nonprofit in the Human Services sector that reported $285K in total revenue in fiscal year 2023. Expenses of $269K left a modest 6% surplus.

Mission

The OEC Foundation provides assistance for families and organizations who need food, shelter, clothing, medical assistance and community assistance.

Program Service Accomplishments

Program 1

Expenses: $261,136 Revenue: $285,200

The OEC Foundation provides assistance to families and organizations who need food, shelter and clothing.

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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 (2023)

Revenue Breakdown

Contributions & Grants $283,476

Program Service Revenue $0

Investment Income $1,724

Other Revenue $0

TOTAL REVENUE $285,200

Expense Breakdown

Grants Paid $261,136

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $261,136

Other Expenses $7,933

TOTAL EXPENSES $269,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,200	$276,240	+0.0%
Expenses	$269,069	$225,625	+0.2%
Net Income	$16,131	$50,615	-0.7%

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	Role	Reportable Comp	Other Comp	Total
Betty Allan	Director	Director	$0	$0	$0
Vickie Gray	Director	Director	$0	$0	$0
Alan Davenport	Director	Director	$0	$0	$0
Pat Ragsdale	Director	Director	$0	$0	$0
Travis Scott	Director	Director	$0	$0	$0
Donna McCrory	Director	Director	$0	$0	$0
Jacob Smith	Director	Director	$0	$0	$0
Lisa Todd	Director	Director	$0	$0	$0
Brandy Everett	Director	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
2024	No data	No data	No data	No data
2023	$285,200	$269,069	$320,943	$16,131
2022	$276,240	$225,625	$304,812	$50,615
2021	$265,838	$231,763	$254,197	$34,075
2020	$269,343	$211,710	$220,122	$57,633