THE INTANDEM FOUNDATION INC

EIN: 161433024 501(c)(3) Philanthropy & Grantmaking

OLEAN, NY

Total Revenue
$481,775
Total Expenses
$235,027
Total Assets
$7,828,303
Net Assets
$6,423,497
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
NY
Principal Officer
MARI L HOWARD
Phone
7163754747
Tax Period
2024-01-01 to 2024-12-31

THE INTANDEM FOUNDATION INC, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $482K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $247K, a strong 51% operating margin.

Mission

THE FOUNDATION IS AN ORGANIZATION THAT ASSISTS LOCAL NOT-FOR-PROFITS WITH BUILDING BRIGHTER FUTURES FOR PEOPLE WITH DISABILITIES BY SOLICITING CONTRIBUTIONS AND DONATIONS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $232,017
Program Service Revenue $0
Investment Income $257,411
Other Revenue $-7,653
TOTAL REVENUE $481,775

Expense Breakdown

Grants Paid $7,617
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $8,067
Other Expenses $227,410
TOTAL EXPENSES $235,027

Year-over-Year Comparison

2024 2023 Change
Revenue $481,775 $385,451 +0.2%
Expenses $235,027 $457,340 -0.5%
Net Income $246,748 $-71,889 -4.4%
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

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Governance

Voting Members
16
Independent Members
15
Employees
N/A
Volunteers
100

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
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARI L HOWARD PRESIDENT & CEO 1.00
Officer Director
$0 $0 $0
KYLE HENZEL CHAIRPERSON 1.00
Officer Director
$0 $0 $0
BERNADETTE FRANJOINE VICE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
ROBERT FORNESS SECRETARY 1.00
Officer Director
$0 $0 $0
DAWN MACDONALD TREASURER 1.00
Officer Director
$0 $0 $0
FRANCES IUSI BOARD MEMBER 1.00
Director
$0 $0 $0
PETE LOVERING BOARD MEMBER 1.00
Director
$0 $0 $0
JOANNE PEARL-BARBATI BOARD MEMBER 1.00
Director
$0 $0 $0
CORY WEBER BOARD MEMBER 1.00
Director
$0 $0 $0
KATHY CASSETTA BOARD MEMBER 1.00
Director
$0 $0 $0
GARY STRENKOSKI BOARD MEMBER 1.00
Director
$0 $0 $0
LOUIS DEROSE BOARD MEMBER 1.00
Director
$0 $0 $0
NICK LYONS BOARD MEMBER 1.00
Director
$0 $0 $0
MELISSA PAWLOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
SEAN O'CONNELL BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINE O'HARA BOARD MEMBER 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 $481,775 $235,027 $7,828,303 $246,748
2023 $385,451 $457,340 $7,189,930 $-71,889
2022 $302,207 $178,420 $5,816,444 $123,787
2021 $408,909 $143,021 $6,554,045 $265,888
2020 $262,073 $133,617 $5,772,511 $128,456
2019 $258,296 $114,097 $5,337,674 $144,199
2018 $323,210 $140,169 $4,524,901 $183,041
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