OMAHA PHILANTHROPIC TRUST (EIN 842566854) - 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

2019

Legal Domicile

Principal Officer

Susan Morris

Phone

9132268400

Tax Period

2022-01-01 to 2022-12-31

OMAHA PHILANTHROPIC TRUST, founded in 2019, is a micro nonprofit that reported $69K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.5M exceeded revenue, resulting in a 2064% operating deficit.

Mission

TO enhance the general welfare of the Omaha metropolitan community by providing fundraising support to public and charitable institutions and by assisting in the construction of facilities which will assist in achieving that goal.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $60,000

Investment Income $8,828

Other Revenue $0

TOTAL REVENUE $68,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $419,454

Fundraising Expenses $0

Program Expenses $1,337,285

Other Expenses $1,069,689

TOTAL EXPENSES $1,489,143

Year-over-Year Comparison

	2022	2021	Change
Revenue	$68,828	$60,183	+0.1%
Expenses	$1,489,143	$509,788	+1.9%
Net Income	$-1,420,315	$-449,605	+2.2%

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

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

$345,325

Total Directors

$345,325

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan L Morris	President	40	Officer Director	$300,865	$22,595	$323,460
Jennifer Callahan	Treasurer	1	Officer Director	$19,655	$0	$21,865
CE Heaney Jr	Secretary	1	Officer Director	$0	$0	$0
Catherine French	Director	1	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
2022	$68,828	$1,489,143	No data	$-1,420,315
2021	$60,183	$509,788	$1,425,885	$-449,605
2020	$2,000,165	$155,245	$1,877,597	$1,844,920

OMAHA PHILANTHROPIC TRUST