OEA CHOICE TRUST (EIN 930763726) - 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

1980

Legal Domicile

Principal Officer

STEVE MCNANNAY

Phone

5034956259

Tax Period

2024-07-01 to 2025-06-30

OEA CHOICE TRUST, founded in 1980, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $1.2M, a strong 24% operating margin.

Mission

THE ADMINISTRATION AND PROMOTION OF HEALTH AND WELL-BEING TO QUALIFIED EDUCATIONAL ORGANIZATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,993,494

Other Revenue $1,957

TOTAL REVENUE $4,995,451

Expense Breakdown

Grants Paid $1,310,297

Salaries & Benefits $1,199,348

Fundraising Expenses $0

Other Expenses $1,279,018

TOTAL EXPENSES $3,788,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,995,451	$5,277,351	-0.1%
Expenses	$3,788,663	$3,600,193	+0.1%
Net Income	$1,206,788	$1,677,158	-0.3%

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

$208,391

Total Directors

$235,977

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE MYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
JORDAN NG	CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE MCEWEN	TRUSTEE	1.00	Director	$0	$0	$0
KYLE PFAFFENBACH	TRUSTEE	1.00	Director	$0	$0	$0
REED SCOTT-SCHWALBACH	TRUSTEE	1.00	Director	$0	$35,159	$235,977
LAUREN BOOTH	EXECUTIVE DIRECTOR	37.50	Officer	$141,698	$66,693	$208,391
STEVE MCNANNAY	DEFACTO OFFICER	0.00	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	$4,995,451	$3,788,663	$97,958,195	$1,206,788
2024	$5,277,351	$3,600,193	$92,441,137	$1,677,158
2023	$4,342,619	$3,082,130	$86,615,977	$1,260,489
2022	$4,340,549	$4,581,287	$81,134,339	$-240,738
2021	$4,398,957	$2,957,450	$94,244,958	$1,441,507
2020	$2,549,575	$2,791,064	$79,857,670	$-241,489
2019	$3,066,673	$2,781,035	$77,685,420	$285,638

OEA CHOICE TRUST