LAUREN J OZEN FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

DANIEL OZEN

Phone

8584001304

Tax Period

2022-12-01 to 2023-11-30

LAUREN J OZEN FOUNDATION, founded in 2019, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2022. Revenue surged 688% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 100% operating margin.

Mission

THE LAUREN J. OZEN FOUNDATION SUPPORTS SCIENTIFIC RESEARCH INTO CROHN'S DISEASE AND OTHER RELATED CONDITIONS TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS WITH CROHN'S DISEASE AND OTHER RELATED CONDITIONS.

Program Service Accomplishments

Program 1

THE LAUREN J. OZEN FOUNDATION SEEKS TO SUPPORT SCIENTIFIC RESEARCH INTO CROHN'S DISEASE AND OTHER RELATED CONDITIONS TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS WITH CROHN'S DISEASE AND...

THE LAUREN J. OZEN FOUNDATION SEEKS TO SUPPORT SCIENTIFIC RESEARCH INTO CROHN'S DISEASE AND OTHER RELATED CONDITIONS TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS WITH CROHN'S DISEASE AND OTHER RELATED CONDITIONS. THE FOUNDATION SEEKS TO DO THIS BY PROVIDING CHARITABLE GRANTS TO OTHER TAX-EXEMPT ENTITIES DESCRIBED IN SECTION 501(C)(3) OF THE TAX CODE FOR RESEARCH, SUPPORT, AND DEVELOPMENT OF PRACTICAL EFFORTS AND TREATMENTS FOR CROHN'S DISEASE AND OTHER RELATED CONDITIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,393,127

Other Revenue $0

TOTAL REVENUE $1,393,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $534

TOTAL EXPENSES $534

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,393,127	$176,783	+6.9%
Expenses	$534	$129,522	-1.0%
Net Income	$1,392,593	$47,261	+28.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DANIEL OZEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEREMY OZEN	FINANCIAL DIRECTOR	1.00	Officer Director	$0	$0	$0
DAVID OZEN	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$1,393,127	$534	$4,689,854	$1,392,593
2022	$176,783	$129,522	$4,190,061	$47,261
2021	$2,212,762	$12,762	$3,250,000	$2,200,000
2020	$1,061,317	$11,317	$1,050,000	$1,050,000