OYSTER BAY CHARITABLE FUND (EIN 201026956) - 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

Tax Period

2023-01-01 to 2023-12-31

OYSTER BAY CHARITABLE FUND is a small nonprofit in the Philanthropy & Grantmaking sector that reported $396K in total revenue in fiscal year 2023. Expenses of $489K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE SUPPORT TO NOT-FOR-PROFIT ORGANIZATIONS WHICH OPERATE FOR THE BETTERMENT OF THE OYSTER BAY COMMUNITY

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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 $396,167

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $396,167

Expense Breakdown

Grants Paid $5,917

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $487,739

Other Expenses $483,295

TOTAL EXPENSES $489,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$396,167	$-23,474	-17.9%
Expenses	$489,212	$15,102	+31.4%
Net Income	$-93,045	$-38,576	+1.4%

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

Governance

Voting Members

Independent Members

N/A

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
Monica Rubin	Trustee	5.00	Director	$0	$0	$0
Stephanie Entermann	Trustee	5.00	Director	$0	$0	$0
Amy Reilly	Trustee	5.00	Director	$0	$0	$0
JUDITH WASILCHUCK	Vice President	5.00	Officer Director	$0	$0	$0
BEVERLY ZEMBKO	President	5.00	Officer 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
2023	$396,167	$489,212	$241,092	$-93,045
2019	$116,113	$18,386	$262,520	$97,727
2018	$-32,025	$20,843	$164,790	$-52,868

OYSTER BAY CHARITABLE FUND