OX-BOW (EIN 381081760) - 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

1972

Legal Domicile

Principal Officer

SHANNON R STRATTON

Phone

2698575811

Tax Period

2024-01-01 to 2024-12-31

OX-BOW, founded in 1972, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO CONNECT ARTISTS TO A NETWORK OF CREATIVE PEOPLE, RESOURCES, AND IDEAS; TO AN ENERGIZING NATURAL ENVIRONMENT; AND TO A RICH ARTISITIC HISTORY AND TO A VITAL FUTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,153,471

Program Service Revenue $1,712,198

Investment Income $250,183

Other Revenue $82,418

TOTAL REVENUE $3,198,270

Expense Breakdown

Grants Paid $181,806

Salaries & Benefits $1,701,851

Fundraising Expenses $327,770

Program Expenses $2,690,630

Other Expenses $1,632,870

TOTAL EXPENSES $3,516,527

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,198,270	$2,748,442	+0.2%
Expenses	$3,516,527	$3,404,826	+0.0%
Net Income	$-318,257	$-656,384	-0.5%

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

150

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

$187,480

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON R STRATTON	EXECUTIVE DIRECTOR	40.00	Officer	$150,000	$37,480	$187,480
STEVEN MEIER	PRESIDENT	8.00	Officer Director	$0	$0	$0
SHAUNA WILSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JINA VALENTINE	SECRETARY/TREASURER	3.00	Officer Director	$0	$0	$0
JAN CUNNINGHAM	TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT ALFREE	DIRECTOR	2.00	Director	$0	$0	$0
DAWN GAVIN	DIRECTOR	2.00	Director	$0	$0	$0
EVAN BORIS	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER CRAFT	DIRECTOR	2.00	Director	$0	$0	$0
DELINDA COLLIER	DIRECTOR	2.00	Director	$0	$0	$0
KEITH P WALKER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS DEAM	DIRECTOR	2.00	Director	$0	$0	$0
KEITH GOAD	DIRECTOR	2.00	Director	$0	$0	$0
LORING RANDOLPH	DIRECTOR	2.00	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
2024	$3,198,270	$3,516,527	$5,771,424	$-318,257
2023	$2,748,442	$3,404,826	$6,113,819	$-656,384
2022	$2,774,424	$3,396,138	$5,900,053	$-621,714
2021	$2,600,895	$2,781,508	$6,747,769	$-180,613
2020	$1,514,545	$2,123,193	$6,881,190	$-608,648
2019	$2,290,928	$2,501,799	$6,832,625	$-210,871
2018	$2,571,437	$2,639,827	$6,801,487	$-68,390

OX-BOW