SARATOGA FOUNDATION (EIN 141787105) - 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

1995

Legal Domicile

Principal Officer

WILLIAM P DAKE

Phone

5185845844

Tax Period

2019-01-01 to 2019-12-31

SARATOGA FOUNDATION, founded in 1995, is a small nonprofit that reported $397K in total revenue in fiscal year 2019. Revenue surged 227% from the prior year, signaling strong growth momentum. The organization ran a surplus of $351K, a strong 88% operating margin.

Mission

FUND CIVIC PROJECTS IN THE SARATOGA AREA

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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 (2019)

Revenue Breakdown

Contributions & Grants $7,500

Program Service Revenue $0

Investment Income $389,111

Other Revenue $0

TOTAL REVENUE $396,611

Expense Breakdown

Grants Paid $46,020

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,020

Other Expenses $0

TOTAL EXPENSES $46,020

Year-over-Year Comparison

	2019	2018	Change
Revenue	$396,611	$121,439	+2.3%
Expenses	$46,020	$60,000	-0.2%
Net Income	$350,591	$61,439	+4.7%

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
SUSAN BOKAN	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
SUSAN DAKE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM P DAKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY DICRESCE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DICRESCE	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA GLASER	DIRECTOR	1.00	Director	$0	$0	$0
JANE GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
NAN GUSLANDER	DIRECTOR	1.00	Director	$0	$0	$0
CATHY MASSIE	DIRECTOR	1.00	Director	$0	$0	$0
ELLIOT MASSIE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES C MERCER	DIRECTOR	1.00	Director	$0	$0	$0
DENISE POLIT	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH SMITH-HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
ED SWYER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA TOOHEY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES V WAIT	DIRECTOR	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
2019	$396,611	$46,020	No data	$350,591
2018	$121,439	$60,000	$1,139,580	$61,439

SARATOGA FOUNDATION