JOANNE OMAN MEMORIAL FUND (EIN 825207314) - 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

2018

Legal Domicile

Principal Officer

Stephen L Oman

Phone

3602441116

Tax Period

2023-01-01 to 2023-12-31

JOANNE OMAN MEMORIAL FUND, founded in 2018, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 47% operating deficit.

Mission

Engage in charitable activities that benefit the local community

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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 $39,701

Program Service Revenue $0

Investment Income $4,345

Other Revenue $0

TOTAL REVENUE $44,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,556

Other Expenses $64,556

TOTAL EXPENSES $64,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,046	$265,495	-0.8%
Expenses	$64,556	$73,444	-0.1%
Net Income	$-20,510	$192,051	-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

N/A

Employees

N/A

Volunteers

N/A

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
Stephen L Oman	President	0.00	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
2024	No data	No data	No data	No data
2023	$44,046	$64,556	$265,335	$-20,510
2022	$265,495	$73,444	$285,845	$192,051
2021	$35,003	$5,215	$93,794	$29,788
2020	$75,500	$31,085	$64,006	$44,415
2019	$27,240	$10,649	$19,591	$16,591
2018	$3,000	No data	$3,000	No data

JOANNE OMAN MEMORIAL FUND