Olney Education Foundation (EIN 813881937) - 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

2025

Legal Domicile

Principal Officer

Kelly Mahler

Phone

9405646037

Tax Period

2025-01-22 to 2025-12-31

Olney Education Foundation, founded in 2025, is a small nonprofit in the Education sector that reported $114K in total revenue in fiscal year 2025. The organization ran a surplus of $60K, a strong 53% operating margin.

Mission

The Olney Education Foundation was organized for educational and charitable purposes for the benefit of the Olney Independent School District, focused on advancement of the post-secondary educational pursuits of OISD students and alumni.

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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 (2025)

Revenue Breakdown

Contributions & Grants $90,351

Program Service Revenue $0

Investment Income $23,313

Other Revenue $0

TOTAL REVENUE $113,664

Expense Breakdown

Grants Paid $40,739

Salaries & Benefits $0

Fundraising Expenses $369

Program Expenses $53,501

Other Expenses $13,131

TOTAL EXPENSES $53,870

Year-over-Year Comparison

	2025	2024	Change
Revenue	$113,664	N/A	N/A
Expenses	$53,870	N/A	N/A
Net Income	$59,794	N/A	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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Mahler	Chairman	5.00	Officer Director	$0	$0	$0
Sherry Altmiller	Secretary	3.00	Officer Director	$0	$0	$0
Jennifer Lane	Director	1.00	Director	$0	$0	$0
Debbie Shelley	Director	1.00	Director	$0	$0	$0
Summer Branum	President	4.00	Officer Director	$0	$0	$0
Matt Caffey	Director	1.00	Director	$0	$0	$0
Kendall Montgomery	Director	1.00	Director	$0	$0	$0
Mark McClelland	Finance Officer	3.00	Officer 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
2025	$113,664	$53,870	$806,714	$59,794

Olney Education Foundation