GREATER OLEAN COMMUNITY FOUNDATION DBA CATTARAUGUS REGION COMMUNITY FOUNDATION (EIN 161468127) - 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

1994

Legal Domicile

Principal Officer

WENDY BRAND

Phone

7163012723

Tax Period

2025-01-01 to 2025-12-31

GREATER OLEAN COMMUNITY FOUNDATION DBA CATTARAUGUS REGION COMMUNITY FOUNDATION, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.4M in total revenue in fiscal year 2025. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 59% operating margin.

Mission

ASSIST COMMUNITY MEMBERS IN THEIR PHILANTHROPIC ENDEAVORS AND ENRICH COMMUNITY QUALITY OF LIFE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,037,276

Program Service Revenue $54,479

Investment Income $1,327,175

Other Revenue $0

TOTAL REVENUE $5,418,930

Expense Breakdown

Grants Paid $1,663,284

Salaries & Benefits $398,066

Fundraising Expenses $202,715

Program Expenses $1,861,722

Other Expenses $158,832

TOTAL EXPENSES $2,220,182

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,418,930	$3,800,266	+0.4%
Expenses	$2,220,182	$1,952,077	+0.1%
Net Income	$3,198,748	$1,848,189	+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

Volunteers

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

$106,283

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI BLESSING	DIRECTOR	1.00	Director	$0	$0	$0
MARY FREEMAN	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
SHARON MYERS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
THERESA RAFTIS	DIRECTOR	1.00	Director	$0	$0	$0
CAROL STITT	DIRECTOR	1.00	Director	$0	$0	$0
SHABANA CHAUHDRY	DIRECTOR	1.00	Director	$0	$0	$0
DOUG PRICE	DIRECTOR	1.00	Director	$0	$0	$0
JIM STITT JR	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS PEZZIMENTI	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY JACK	DIRECTOR	1.00	Director	$0	$0	$0
AUDRA STEVENS	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE KASPERSKI	TREASURER	2.00	Officer Director	$0	$0	$0
TYLER THREEHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BRAND	PRESIDENT	2.00	Officer Director	$0	$0	$0
SANDI BRUNDAGE	DIRECTOR	1.00	Director	$0	$0	$0
LUCY BENSON	DIRECTOR	1.00	Director	$0	$0	$0
SKIP WILDAY	DIRECTOR	1.00	Director	$0	$0	$0
DR TONY EVANS	DIRECTOR	1.00	Director	$0	$0	$0
SEAN CORNELIUS	DIRECTOR	1.00	Director	$0	$0	$0
BRENT DRISCOLL	DIRECTOR	1.00	Director	$0	$0	$0
KIRK WINDUS	EXECUTIVE DIRECTOR	35.00	Officer	$96,002	$10,281	$106,283

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
2025	$5,418,930	$2,220,182	$41,096,635	$3,198,748
2024	$3,800,266	$1,952,077	$33,547,611	$1,848,189
2023	$2,338,306	$2,239,547	$30,596,915	$98,759
2022	$3,432,381	$2,551,862	$27,017,306	$880,519
2021	$4,478,705	$1,688,861	$31,330,155	$2,789,844
2020	$1,939,617	$1,521,188	$25,950,764	$418,429
2019	$3,057,865	$1,901,773	$23,337,853	$1,156,092
2018	$2,704,140	$1,266,423	$20,079,136	$1,437,717

GREATER OLEAN COMMUNITY FOUNDATION DBA CATTARAUGUS REGION COMMUNITY FOUNDATION