Oxford Area Historical Association (EIN 233045756) - 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

2000

Legal Domicile

Principal Officer

Betsy Mark

Phone

4846780113

Tax Period

2023-01-01 to 2023-12-31

Oxford Area Historical Association, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $216K in total revenue in fiscal year 2023. Revenue surged 264% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 60% operating margin.

Mission

The mission of the Oxford Area Historical Association is to preserve and promote the historical significance of the Oxford area, educate the community on historical interests, and to encourage the economic vitality of the Oxford area through historical preservation.

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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 $215,975

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $215,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,145

Program Expenses $52,486

Other Expenses $85,549

TOTAL EXPENSES $85,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,975	$59,341	+2.6%
Expenses	$85,549	$46,573	+0.8%
Net Income	$130,426	$12,768	+9.2%

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
Betsy Mark	President	10.00	Officer Director	$0	$0	$0
Jenifer Warren	Vice President	10.00	Officer Director	$0	$0	$0
Flossi Prewitt	Treasurer	4.00	Officer Director	$0	$0	$0
Kathleen Wagner	Secretary	2.00	Officer Director	$0	$0	$0
Carolyn Hess	Director	1.00	Director	$0	$0	$0
Karen Andress	Director	1.00	Director	$0	$0	$0
Shelley Meadowcroft	Director	1.00	Director	$0	$0	$0
Brenda Moran	Director	1.00	Director	$0	$0	$0
Gail Roberts	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
2024	No data	No data	No data	No data
2023	$215,975	$85,549	$219,890	$130,426

Oxford Area Historical Association