The W Oscar Neuhaus Memorial Foundation (EIN 742128239) - 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

1980

Legal Domicile

Principal Officer

Tracy Weeden

Phone

7136647676

Tax Period

2023-01-01 to 2023-12-31

The W Oscar Neuhaus Memorial Foundation, founded in 1980, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $7.8M exceeded revenue, resulting in a 31% operating deficit.

Mission

To promote reading success by providing evidence-based services to educators & school districts.

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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 $2,150,104

Program Service Revenue $3,384,567

Investment Income $523,442

Other Revenue $-68,536

TOTAL REVENUE $5,989,577

Expense Breakdown

Grants Paid $43,920

Salaries & Benefits $5,562,051

Fundraising Expenses $681,989

Program Expenses $5,526,157

Other Expenses $2,236,955

TOTAL EXPENSES $7,842,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,989,577	$7,141,311	-0.2%
Expenses	$7,842,926	$8,013,814	0.0%
Net Income	$-1,853,349	$-872,503	+1.1%

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

109

Volunteers

139

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

$774,011

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Palmquist	Chair	10.00	Officer Director	$0	$0	$0
Jamie Grissom	Vice-Chair	2.00	Officer Director	$0	$0	$0
Amy Thompson	Vice-Chair	2.00	Officer Director	$0	$0	$0
Loretta Cross	Treasurer	2.00	Officer Director	$0	$0	$0
Leanne Brooks Scott	Secretary	2.00	Officer Director	$0	$0	$0
Holly Anderson	Trustee	2.00	Director	$0	$0	$0
Ben Andrews	Trustee	2.00	Director	$0	$0	$0
Amos C Benning	Trustee	2.00	Director	$0	$0	$0
Scott Butler	Trustee	2.00	Director	$0	$0	$0
Stacy Bynes	Trustee	2.00	Director	$0	$0	$0
Edward B Crain	Trustee	2.00	Director	$0	$0	$0
George Edwards	Trustee	2.00	Director	$0	$0	$0
Jennifer W Hazelton	Trustee	2.00	Director	$0	$0	$0
Jennifer Jeffery	Trustee	2.00	Director	$0	$0	$0
Katherine Kardesch	Trustee	2.00	Director	$0	$0	$0
Jack Lyons	Trustee	2.00	Director	$0	$0	$0
Suzanne McCarthy	Trustee	2.00	Director	$0	$0	$0
Edward K Neuhaus	Trustee	2.00	Director	$0	$0	$0
William Neuhaus	Trustee	2.00	Director	$0	$0	$0
Linda Nunnery	Trustee	2.00	Director	$0	$0	$0
Kristen O Stubbs	Trustee	2.00	Director	$0	$0	$0
Tracy Weeden	President & CEO	40.00	Officer	$261,667	$31,874	$293,541
Rayanne Darensbourg	Chief Operating Officer (thru 1/20)	40.00	Officer	$19,482	$2,296	$21,778
Sai Pathi	Chief Financial Officer (from 3/1)	40.00	Officer	$138,805	$10,244	$149,049
Bronwyn Walker	Chief Strategy Officer (thru 9/22)	40.00	Officer	$123,578	$17,527	$141,105
Mary Allison Peck	Chief Academic Officer	40.00	Officer	$146,280	$22,258	$168,538
Mary Catherine Scott	VP Curric. & Instructional Design	40.00	Highest	$121,794	$7,439	$129,233
Katherine Wisian	VP of Advancement	40.00	Highest	$109,425	$18,041	$127,466
Samuel McCollum	AVP Strategic Partnerships	40.00	Highest	$109,381	$13,217	$122,598

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	$5,989,577	$7,842,926	$12,254,489	$-1,853,349
2022	$7,141,311	$8,013,814	$12,909,119	$-872,503
2021	$9,052,497	$6,877,539	$15,606,652	$2,174,958
2020	$6,512,137	$5,639,128	$13,210,928	$873,009
2019	$6,479,411	$6,237,894	$11,266,587	$241,517
2018	$6,147,647	$6,109,236	$9,405,833	$38,411

The W Oscar Neuhaus Memorial Foundation