THE COMMUNITY FOUNDATION OF OYSTER BAY INC (EIN 112590825) - 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

1982

Legal Domicile

Principal Officer

JULIA DEMING VAUGHN

Phone

5169226144

Tax Period

2023-01-01 to 2023-12-31

THE COMMUNITY FOUNDATION OF OYSTER BAY INC, founded in 1982, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $440K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $610K exceeded revenue, resulting in a 39% operating deficit.

Mission

TO SUPPORT WORTHY COMMUNITY AND CHARITABLE 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 (2023)

Revenue Breakdown

Contributions & Grants $362,514

Program Service Revenue $0

Investment Income $77,832

Other Revenue $-772

TOTAL REVENUE $439,574

Expense Breakdown

Grants Paid $463,674

Salaries & Benefits $0

Fundraising Expenses $1,624

Program Expenses $463,674

Other Expenses $146,203

TOTAL EXPENSES $609,877

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,574	$529,342	-0.2%
Expenses	$609,877	$1,196,534	-0.5%
Net Income	$-170,303	$-667,192	-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

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
JULIA DEMING VAUGHN	PRESIDENT	2.00	Director	$0	$0	$0
FERN SENIOR	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MEGAN URDEA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHY HOGG	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFFREY PREY	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
EDWARD C MOHLENHOFF	TRUSTEE	1.00	Officer Director	$0	$0	$0
MICHELE BAHNIK MERCIER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BONIFACIO	TREASURER	2.00	Director	$0	$0	$0
AILEEN GUMPRECHT	TRUSTEE	1.00	Director	$0	$0	$0
KINGSLEY TOYE	TRUSTEE	1.00	Director	$0	$0	$0
FIFI LEACHMAN	TRUSTEE	1.00	Director	$0	$0	$0
FLETCHER HALL	TRUSTEE	1.00	Director	$0	$0	$0
EMILY TURILLI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIE SQUIRE	TRUSTEE	1.00	Director	$0	$0	$0
KATE CIFARELLI	TRUSTEE	1.00	Director	$0	$0	$0
ASIA STOKES	TRUSTEE	1.00	Director	$0	$0	$0
WILLETS MEYER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID TOWNSEND	HONORARY TRUSTEE	1.00	Director	$0	$0	$0
OWNE T SMITH	HONORARY TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$439,574	$609,877	$7,267,748	$-170,303
2022	$529,342	$1,196,534	$7,415,111	$-667,192
2021	$841,812	$769,630	$7,672,653	$72,182
2021	$841,812	$769,630	$7,672,653	$72,182
2020	$987,418	$548,161	$7,549,434	$439,257
2019	$2,557,873	$427,644	$7,690,667	$2,130,229
2018	$422,400	$415,188	$4,899,565	$7,212

THE COMMUNITY FOUNDATION OF OYSTER BAY INC