GREATER OXFORD COMMUNITY FOUNDATION (EIN 311428999) - 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

1996

Legal Domicile

Principal Officer

BETSY HOPE

Phone

5135230623

Tax Period

2023-07-01 to 2024-06-30

GREATER OXFORD COMMUNITY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $859K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $134K, a strong 16% operating margin.

Mission

THE GREATER OXFORD COMMUNITY FOUNDATION'S MISSION IS TO IMPROVE, ENHANCE, AND SUSTAIN THE QUALITY OF LIFE IN THE GREATER OXFORD, OHIO AREA (DEFINED AS THE TALAWANDA SCHOOL DISTRICT) BY AWARDING GRANTS AND SCHOLARSHIPS FOR PROGRAMS AND PROJECTS THAT BENEFIT CITIZENS OF THE COMMUNITY. GRANTS ARE FUNDED THROUGH GENEROUS INDIVIDUALS AND BUSINESSES.

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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 $592,030

Program Service Revenue $0

Investment Income $266,640

Other Revenue $0

TOTAL REVENUE $858,670

Expense Breakdown

Grants Paid $375,235

Salaries & Benefits $164,367

Fundraising Expenses $105,244

Program Expenses $484,713

Other Expenses $185,452

TOTAL EXPENSES $725,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$858,670	$762,106	+0.1%
Expenses	$725,054	$708,479	+0.0%
Net Income	$133,616	$53,627	+1.5%

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

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

$67,679

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETSY HOPE	EXECUTIVE DI	40.00	Officer	$67,679	$0	$67,679
RAY MOCK	PRESIDENT	N/A	Officer Director	$0	$0	$0
HEATHER MONSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
PHYLLIS CALLAHAN	SECRETARY/AS	N/A	Officer Director	$0	$0	$0
N/A	TREASURER	N/A	Officer Director	$0	$0	$0
PAT GIFFORD	TRUSTEE	N/A	Director	$0	$0	$0
DON GLOECKNER	TRUSTEE	N/A	Director	$0	$0	$0
MISSY FRIEDE	TRUSTEE	N/A	Director	$0	$0	$0
KEVIN MARKS	TRUSTEE	N/A	Director	$0	$0	$0
MARJORIE NADLER	TRUSTEE	N/A	Director	$0	$0	$0
SHARON KLEIN	TRUSTEE	N/A	Director	$0	$0	$0
GEOFF ROBINSON	TRUSTEE	N/A	Director	$0	$0	$0
DEBBIE ROSS	TRUSTEE	N/A	Director	$0	$0	$0
CHANTEL RAGHU	TRUSTEE	N/A	Director	$0	$0	$0
RUCHELLE DUNWOODY	TRUSTEE	N/A	Director	$0	$0	$0
DEB ALLISON TO 1124	TREASURER	N/A	Officer Director	$0	$0	$0
MARY BENNETT TO 1124	TRUSTEE	N/A	Director	$0	$0	$0
MARY JANE ROBERTS TO 1124	TRUSTEE	N/A	Director	$0	$0	$0
MICHELLE THOMAS TO 1124	TRUSTEE	N/A	Director	$0	$0	$0
GREG WILHELM TO 1124	TRUSTEE	N/A	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	$858,670	$725,054	$13,484,201	$133,616
2023	$762,106	$708,479	$11,966,465	$53,627
2022	$936,833	$627,888	$11,316,837	$308,945
2021	$1,063,057	$475,818	$13,183,953	$587,239
2020	$4,252,741	$424,947	$10,627,670	$3,827,794
2019	$1,219,405	$544,622	$7,178,165	$674,783

GREATER OXFORD COMMUNITY FOUNDATION