OTTAUQUECHEE CHAPTER DAR TRUST

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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

1959

Legal Domicile

Phone

3026511126

Tax Period

2022-01-01 to 2022-12-31

OTTAUQUECHEE CHAPTER DAR TRUST, founded in 1959, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $27K in total revenue in fiscal year 2022. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 42% operating margin.

Mission

The Trust is both organized and operated for charitable purposes, and to function as a section501(c)(3) and 509(a)(3) supporting organization. Invested assets of the Trust are used to provide distributions to the designated supported organization, Woodstock History Center, Inc.

Program Service Accomplishments

Program 1

Expenses: $11,294

WOODSTOCK HISTORY CENTER, INC.

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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 $0

Investment Income $27,436

Other Revenue $0

TOTAL REVENUE $27,436

Expense Breakdown

Grants Paid $11,294

Salaries & Benefits $3,589

Fundraising Expenses $0

Program Expenses $11,294

Other Expenses $964

TOTAL EXPENSES $15,847

Year-over-Year Comparison

	2022	2021	Change
Revenue	$27,436	$18,097	+0.5%
Expenses	$15,847	$15,897	0.0%
Net Income	$11,589	$2,200	+4.3%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	N/A		$3,589	$0	$3,589

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	$27,436	$15,847	$248,919	$11,589
2021	$18,097	$15,897	$237,557	$2,200
2020	$20,367	$15,101	$235,446	$5,266