STATE UNIVERSITY OF NEW YORK AT ONEONTA FOUNDATION CORPORATION (EIN 222403203) - 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

1982

Legal Domicile

Principal Officer

PAUL J ADAMO

Phone

6074362535

Tax Period

2023-07-01 to 2024-06-30

STATE UNIVERSITY OF NEW YORK AT ONEONTA FOUNDATION CORPORATION, founded in 1982, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 35% operating margin.

Mission

TO RAISE AND ADMINISTER GIFTS AND GRANTS TO ENHANCE THE ACADEMIC STATUS OF THE UNIVERSITY THROUGH ENDOWMENTS, SCHOLARSHIPS, AND INSTITUTIONAL PROGRAMS.

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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 $3,218,709

Program Service Revenue $0

Investment Income $4,601,357

Other Revenue $26,962

TOTAL REVENUE $7,847,028

Expense Breakdown

Grants Paid $3,290,064

Salaries & Benefits $0

Fundraising Expenses $89,337

Program Expenses $4,457,222

Other Expenses $1,831,955

TOTAL EXPENSES $5,122,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,847,028	$6,220,840	+0.3%
Expenses	$5,122,019	$4,983,739	+0.0%
Net Income	$2,725,009	$1,237,101	+1.2%

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
DEAN DAVIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY PIERCE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA MCCANN	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIE PISCITELLO	TREASURER (EX-OFFICIO)	1.00	Officer Director	$0	$0	$0
PAUL ADAMO	EXECUTIVE DIRECTOR (EX-OFF	1.00	Officer Director	$0	$0	$0
MIA ABAZIS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES AJELLO	DIRECTOR	1.00	Director	$0	$0	$0
ANGELICA ALDANA	DIRECTOR	1.00	Director	$0	$0	$0
ALBERTO CARDELLE	DIRECTOR (EX-OFFICIO)	1.00	Director	$0	$0	$0
ANDREA CASPER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN DALY	DIRECTOR	1.00	Director	$0	$0	$0
CAROL DENSON	DIRECTOR	1.00	Director	$0	$0	$0
KEITH DRAYER	DIRECTOR	1.00	Director	$0	$0	$0
LISA FERRERO	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY LAMAGNA	DIRECTOR	1.00	Director	$0	$0	$0
DARRYL LINCOLN	DIRECTOR	1.00	Director	$0	$0	$0
HARRY BRADSHAW MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
MORELAND MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM O'DEA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PERLMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANET PERNA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PIETRAFACE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD RODE	DIRECTOR	1.00	Director	$0	$0	$0
BRIANNA SHAW	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN VAN GELDER	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
PAULA WILSON	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$7,847,028	$5,122,019	$84,322,935	$2,725,009
2023	$6,220,840	$4,983,739	$76,580,047	$1,237,101
2022	$10,409,847	$5,475,087	$71,584,983	$4,934,760
2021	$7,055,210	$4,013,606	$82,594,269	$3,041,604
2020	$7,306,151	$4,219,812	$66,472,041	$3,086,339
2019	$5,715,952	$3,974,450	$64,742,644	$1,741,502

STATE UNIVERSITY OF NEW YORK AT ONEONTA FOUNDATION CORPORATION