The Olle Family 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

2000

Legal Domicile

Principal Officer

Margaret M Olle

Phone

9706881376

Tax Period

2023-01-01 to 2023-12-31

Mission

To provide for the education of children and to support adoption.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

Luthern Social Services - Specifically pre authorized Charity by IRS To provide support services for families seeking adoption To provide services and support for more than 50 families and the...

Luthern Social Services - Specifically pre authorized Charity by IRS To provide support services for families seeking adoption To provide services and support for more than 50 families and the families and the children they adopt per year NO GRANTS THIS YEAR

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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
Margaret Olle	Trustee	Director	$0	$0	$0
Charelene Trocta	Trustee	Director	$0	$0	$0
Martha Winters	Trustee	Director	$0	$0	$0
Shanali Jacob	Trustee	Director	$0	$0	$0
Karalyn Heimlich	Trustee	Director	$0	$0	$0
Donna Shoemaker	Trustee	Director	$0	$0	$0
Susan Olle	Trustee	Director	$0	$0	$0
Katherine Olle	Trustee	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
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	$1,500	No data	No data	No data
2020	$1,500	No data	No data	No data
2019	No data	No data	No data	No data
2018	No data	No data	No data	No data