OLD CITY COMMUNITY FUND (EIN 141844219) - 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

2002

Legal Domicile

Principal Officer

JOB ITZKOWITZ

Phone

2155927929

Tax Period

2024-01-01 to 2024-12-31

OLD CITY COMMUNITY FUND, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $132K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $96K, a strong 72% operating margin.

Mission

OLD CITY COMMUNITY FUND (OCCF) IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO ENCOURAGE SUSTAINABLE GROWTH AND DEVELOPMENT IN OLD CITY WHILE PRESERVING THE NEIGHBORHOOD'S ESSENTIAL HISTORIC CHARACTER AND INDEPENDENT SPIRIT.

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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 $100,000

Program Service Revenue $28,242

Investment Income $3,723

Other Revenue $0

TOTAL REVENUE $131,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,996

Other Expenses $36,386

TOTAL EXPENSES $36,386

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,965	$160,704	-0.2%
Expenses	$36,386	$110,102	-0.7%
Net Income	$95,579	$50,602	+0.9%

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
SHERYL BAR	DIRECTOR	0.25	Director	$0	$0	$0
DONN CLENDENON	DIRECTOR	0.25	Director	$0	$0	$0
LAUREN GILCHRIST	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNN HASKIN	CHAIR	1.00	Officer Director	$0	$0	$0
PAT LAVELLE	DIRECTOR	0.25	Director	$0	$0	$0
KELLY LEE	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTOPHER MCGILL	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID NEFF	DIRECTOR	0.25	Director	$0	$0	$0
DOUG PIRES	DIRECTOR	0.25	Director	$0	$0	$0
PETER ROTHBERG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PATRICK SHILLENN	DIRECTOR	0.25	Director	$0	$0	$0
THERESA SINGLETON	DIRECTOR	0.25	Director	$0	$0	$0
ELLEN YIN	DIRECTOR	0.25	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	$131,965	$36,386	$579,547	$95,579
2023	$160,704	$110,102	$501,762	$50,602
2022	$170,281	$114,721	$448,879	$55,560
2021	$131,750	$57,373	$408,548	$74,377
2020	$151,670	$64,931	$347,002	$86,739
2019	$224,842	$169,458	$285,743	$55,384
2018	$245,858	$214,048	$201,292	$31,810

OLD CITY COMMUNITY FUND