VENN FOUNDATION (EIN 814476503) - 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

2016

Legal Domicile

Principal Officer

JEFF OCHS

Phone

6125683204

Tax Period

2025-01-01 to 2025-12-31

VENN FOUNDATION, founded in 2016, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.8M in total revenue in fiscal year 2025. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.2M, a strong 86% operating margin.

Mission

TO UNLEASH THE FULL POWER OF PROGRAM-RELATED INVESTMENTS TO ACHIEVE CHARITABLE IMPACT.

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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 $10,886,284

Program Service Revenue $870,153

Investment Income $86,027

Other Revenue $0

TOTAL REVENUE $11,842,464

Expense Breakdown

Grants Paid $445,902

Salaries & Benefits $281,062

Fundraising Expenses $60,784

Program Expenses $1,484,011

Other Expenses $958,300

TOTAL EXPENSES $1,685,264

Year-over-Year Comparison

	2025	2024	Change
Revenue	$11,842,464	$7,088,292	+0.7%
Expenses	$1,685,264	$1,848,427	-0.1%
Net Income	$10,157,200	$5,239,865	+0.9%

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

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

$114,700

Total Directors

$114,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF OCHS	PRESIDENT AND DIRECTOR	40.00	Officer Director	$114,700	$0	$114,700
JACLYN SCHROEDER	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
WILLIAM BODNER	BOARD TREASURER	5.00	Officer Director	$0	$0	$0
MILLIE ACAMOVIC	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL DAI	DIRECTOR	2.00	Director	$0	$0	$0
RAMYA RAUF	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN SANDS	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT SCARLETT	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE VOIGT	DIRECTOR	2.00	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	$11,842,464	$1,685,264	$29,413,154	$10,157,200
2024	$7,088,292	$1,848,427	$19,207,391	$5,239,865
2023	$4,468,850	$6,042,356	$14,009,571	$-1,573,506
2022	$8,859,308	$2,091,631	$15,660,826	$6,767,677
2021	$5,256,228	$1,512,444	$9,147,471	$3,743,784
2020	$2,886,074	$646,881	$4,402,895	$2,239,193
2019	$1,078,950	$242,040	$1,934,690	$836,910
2018	$875,251	$264,690	$1,092,502	$610,561

VENN FOUNDATION