OAKESIDE BLOOMFIELD CULTURAL CENTER (EIN 222365541) - 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

1981

Legal Domicile

Principal Officer

MARY FLETCHER

Phone

9734290960

Tax Period

2022-01-01 to 2022-12-31

Mission

THE CENTER PROVIDES VARIOUS PROGRAMS IN MUSIC, THEATRE & LECTURES FOR THE GENERAL PUBLIC.THE ORGANIZATION'S SITE IS A NATIONALLY REGISTERED HISTORIC SITE WHICH RECEIVES SUPPORT TO PRESERVE THE SITE AND BROADEN APPRECIATION OF THE ARTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $665

Program Expenses $9,582

Other Expenses $10,912

TOTAL EXPENSES $10,912

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	$17,678	-1.0%
Expenses	$10,912	$48,414	-0.8%
Net Income	N/A	$-30,736	N/A

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

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
PATRICIA COPECK	PAST PRESIDENT	2.00	Director	$0	$0	$0
KATHY BARBOSA	Secretary	1.00	Director	$0	$0	$0
GERALDINE NICOLETTE	Vice President	2.00	Officer Director	$0	$0	$0
JANET MCCARTHY	Trustee	1.00	Director	$0	$0	$0
KIM REILLY	Executive Dir.	35.00	Officer Director	$0	$0	$0
WILLIAM COPECK	Trustee	1.00	Director	$0	$0	$0
JESSICA WELLS	Trustee	1.00	Director	$0	$0	$0
ELLEN ROSCITT	Trustee	1.00	Director	$0	$0	$0
JAMES WOLLNER	Trustee	1.00	Director	$0	$0	$0
JEANNE M CLAYPOOLE	Trustee	1.00	Director	$0	$0	$0
PETER DOUGHERTY	Trustee	1.00	Director	$0	$0	$0
IZABELA VAN TASSEL	Trustee	1.00	Director	$0	$0	$0
FRANCES IRIZARRY	Trustee	1.00	Director	$0	$0	$0
PEGGY HEALY	Trustee	1.00	Director	$0	$0	$0
MARY FLETCHER	President	1.00	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
2022	No data	$10,912	$168,184	No data
2021	$17,678	$48,414	$179,096	$-30,736
2020	$76,348	$133,068	$198,538	$-56,720
2019	$154,675	$166,033	$231,826	$-11,358
2018	$159,720	$164,694	$244,227	$-4,974

OAKESIDE BLOOMFIELD CULTURAL CENTER