THE ONEONTA CLUB FOUNDATION (EIN 237374541) - 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

1976

Legal Domicile

Phone

3233942526

Tax Period

2023-07-01 to 2024-06-30

THE ONEONTA CLUB FOUNDATION, founded in 1976, is a micro nonprofit that reported $59K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $55K left a modest 7% surplus.

Mission

TO ADVANCE THE EDUCATION OF QUALIFIED STUDENTS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $9,140

Program Service Revenue $0

Investment Income $50,098

Other Revenue $0

TOTAL REVENUE $59,238

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $1,850

Fundraising Expenses $0

Program Expenses $45,371

Other Expenses $11,340

TOTAL EXPENSES $55,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,238	$35,686	+0.7%
Expenses	$55,190	$43,861	+0.3%
Net Income	$4,048	$-8,175	-1.5%

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

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
Derek Vaughan	DIRECTOR	0.50	Director	$0	$0	$0
Tom Polansky	Vice-President	0.50	Director	$0	$0	$0
BILL CULLINANE	Director	0.00	Officer Director	$0	$0	$0
LARRY MCGRAIL	Director	0.50	Director	$0	$0	$0
Paul De Joseph	Director	0.50	Director	$0	$0	$0
Glenn Crawford	Director	0.00	Director	$0	$0	$0
Kevin Bourland	Director	0.00	Director	$0	$0	$0
DANIEL EVANS	Director	0.50	Officer Director	$0	$0	$0
Scott Moe	Director	0.00	Director	$0	$0	$0
CARL VON BIBRA	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Dean S Serwin	President	1.00	Director	$0	$0	$0
STEVEN TEPE	Director	0.50	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	$59,238	$55,190	$971,402	$4,048
2023	$35,686	$43,861	$913,312	$-8,175
2022	$70,657	$32,279	$867,061	$38,378
2021	$70,390	$41,302	$948,233	$29,088
2020	$31,999	$40,490	$811,401	$-8,491
2019	$89,521	$41,348	$803,085	$48,173

THE ONEONTA CLUB FOUNDATION