OQUOSSOC ANGLING ASSOCIATION

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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

1870

Legal Domicile

Principal Officer

SHELBY T SMITH

Phone

4042818990

Tax Period

2024-01-01 to 2024-12-31

OQUOSSOC ANGLING ASSOCIATION, founded in 1870, is a small nonprofit that reported $268K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $256K left a modest 5% surplus.

Mission

SOCIAL CLUB FORMED FOR THE PLEASURE, RECREATION, AND OUTDOOR ACTIVITIES OF ITS MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $255,784

CLUB AND OUTDOOR FACILITIES PROVIDED FOR ITS MEMBERS TO ENJOY SOCIAL, RECREATIONAL, AND OUTDOOR ACTIVITIES.

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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 $10,000

Program Service Revenue $232,425

Investment Income $24,293

Other Revenue $1,500

TOTAL REVENUE $268,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,994

Fundraising Expenses $0

Program Expenses $255,784

Other Expenses $133,790

TOTAL EXPENSES $255,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,218	$307,784	-0.1%
Expenses	$255,784	$263,174	0.0%
Net Income	$12,434	$44,610	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELBY T SMITH	TREASURERTRUSTEE	3.00	Officer Director	$0	$0	$0
A HEATON ROBERTSON III	TRUSTEE	0.00	Director	$0	$0	$0
ROBERT O LE ROY	PRESIDENTTRUSTEE	4.00	Officer Director	$0	$0	$0
ALISON W WELCH	TRUSTEE	0.00	Director	$0	$0	$0
DAVID J MONZ	SECRETARYTRUSTEE	2.00	Officer Director	$0	$0	$0
MASSIMO F T CALABRESI	TRUSTEE	0.00	Director	$0	$0	$0
ALISON P MCNAUGHTON	VICE PRESIDENTTRUSTEE	1.00	Officer Director	$0	$0	$0
CHARLES H KING III	TRUSTEE	0.00	Director	$0	$0	$0
ANDREW WELCH	TRUSTEE	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	$268,218	$255,784	$1,475,967	$12,434
2023	$307,784	$263,174	$1,420,520	$44,610
2022	$250,006	$233,229	$1,318,150	$16,777
2021	$268,790	$247,933	$1,371,794	$20,857
2020	$244,204	$212,932	$1,304,343	$31,272
2019	$232,611	$231,696	$1,239,767	$915
2018	$226,785	$218,541	$1,195,062	$8,244