OSTERMAN COMMUNITY FOUNDATION (EIN 202246985) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

PENNY THOMAS

Phone

2032722233

Tax Period

2024-01-01 to 2024-12-31

OSTERMAN COMMUNITY FOUNDATION, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $206K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $33K, a strong 16% operating margin.

Mission

PROVIDE FINANCIAL RELIEF DURING HARDSHIP

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $79,300

Program Service Revenue $0

Investment Income $19,357

Other Revenue $106,846

TOTAL REVENUE $205,503

Expense Breakdown

Grants Paid $167,441

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,441

Other Expenses $5,455

TOTAL EXPENSES $172,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,503	$179,040	+0.1%
Expenses	$172,896	$141,590	+0.2%
Net Income	$32,607	$37,450	-0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KEVIN LYONS	DIRECTOR	2.00	Officer	$0	$0	$0
TAMI REILLY	DIRECTOR	2.00	Officer	$0	$0	$0
JOHN DWYER	DIRECTOR	2.00	Officer	$0	$0	$0
DAVID DEVER	DIRECTOR	2.00	Officer	$0	$0	$0
JAMES DWYER	DIRECTOR & PRESIDENT	2.00	Officer	$0	$0	$0
KAREN DWYER	DIRECTOR & VICE PRESIDENT	2.00	Officer	$0	$0	$0
JENNIFER VESTERGAARD	DIRECTOR & SECRETARY	2.00	Officer	$0	$0	$0
PENNY THOMAS	TREASURER	2.00	Officer	$0	$0	$0
DARLENE STICKNEY	DIRECTOR	2.00	Officer	$0	$0	$0
GRACE DELMORE	DIRECTOR	2.00	Officer	$0	$0	$0
CHRISTINE DWYER	DIRECTOR	2.00	Officer	$0	$0	$0
JEFF DAVIS	DIRECTOR	2.00	Officer	$0	$0	$0
DANIELLE KINDSCHI	DIRECTOR	2.00	Officer	$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
2025	No data	No data	No data	No data
2024	$205,503	$172,896	$490,713	$32,607
2023	$179,040	$141,590	$460,212	$37,450
2022	$153,161	$147,863	$425,791	$5,298
2021	$141,906	$105,269	$417,652	$36,637

OSTERMAN COMMUNITY FOUNDATION