OHIO ASSOCIATION OF INDEPENDENT SCHOOLS SCHOLARSHIP GRANTING ORGANIZATION (EIN 874616853) - 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

2022

Legal Domicile

Principal Officer

DANIEL F DODD

Phone

7409480535

Tax Period

2023-07-01 to 2024-06-30

OHIO ASSOCIATION OF INDEPENDENT SCHOOLS SCHOLARSHIP GRANTING ORGANIZATION, founded in 2022, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 3% surplus.

Mission

TO ISSUE SCHOLARSHIPS TO ELIGIBLE APPLICANTS ATTENDING SCHOOLS WHO ARE MEMBERS OF THE OHIO ASSOCIATION OF INDEPENDENT SCHOOLS OR THE OHIO ALLIANCE OF INDEPENDENT SCHOOLS.

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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 $2,129,327

Program Service Revenue $0

Investment Income $32,165

Other Revenue $21,590

TOTAL REVENUE $2,183,082

Expense Breakdown

Grants Paid $2,047,477

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,061,688

Other Expenses $68,951

TOTAL EXPENSES $2,116,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,183,082	$1,124,179	+0.9%
Expenses	$2,116,428	$1,108,287	+0.9%
Net Income	$66,654	$15,892	+3.2%

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

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	Role	Reportable Comp	Other Comp	Total
MELISSA SODERBERG	PAST OFFICER TRUSTEE	Director	$0	$0	$0
LYNN CASTO	TRUSTEE	Director	$0	$0	$0
MICHAEL GRIFFITH	TRUSTEE	Director	$0	$0	$0
BRETT MARCOUX	TREASURER	Officer Director	$0	$0	$0
FRAN BISSELLE	PRESIDENT	Officer Director	$0	$0	$0
MITCH WHITE	SECRETARY	Officer Director	$0	$0	$0
MATT VIRGIL	VICE PRESIDENT	Officer Director	$0	$0	$0
DANIEL F DODD	EXECUTIVE DIRECTOR	Officer	$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	No data	No data	No data	No data
2024	$2,183,082	$2,116,428	$1,388,444	$66,654
2023	$1,124,179	$1,108,287	$742,872	$15,892

OHIO ASSOCIATION OF INDEPENDENT SCHOOLS SCHOLARSHIP GRANTING ORGANIZATION