OTSEGO COMMUNITY FOUNDATION (EIN 383216235) - 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

1994

Legal Domicile

Principal Officer

DANA BENSINGER

Phone

9897310597

Tax Period

2024-01-01 to 2024-12-31

OTSEGO COMMUNITY FOUNDATION, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 36% operating margin.

Mission

ACTIVATE GENEROSITY FOR A STRONG COMMUNITY.

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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 $2,246,921

Program Service Revenue $21,142

Investment Income $1,041,297

Other Revenue $-21,600

TOTAL REVENUE $3,287,760

Expense Breakdown

Grants Paid $1,664,363

Salaries & Benefits $207,699

Fundraising Expenses $22,684

Program Expenses $1,959,314

Other Expenses $230,364

TOTAL EXPENSES $2,102,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,287,760	$2,528,294	+0.3%
Expenses	$2,102,426	$2,124,801	0.0%
Net Income	$1,185,334	$403,493	+1.9%

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

$68,782

Total Directors

$68,782

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA BENSINGER	EXECUTIVE DIRECTOR	32.00	Officer Director	$68,782	$0	$68,782
BRIAN SWITALSKI	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JAMES CAMILLER	TREASURER	1.00	Officer Director	$0	$0	$0
CHERIE NUTTER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JUSTINE HEES	SECRETARY	1.00	Officer Director	$0	$0	$0
JAN KELLOGG	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE WELLS	DIRECTOR	1.00	Director	$0	$0	$0
KATY XENAKIS-MAKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
BILL FORREIDER	DIRECTOR	1.00	Director	$0	$0	$0
BRANDIE MEISNER	DIRECTOR	1.00	Director	$0	$0	$0
TANNER CATT	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KUSSROW	DIRECTOR	1.00	Director	$0	$0	$0
AVERY HUSTON	DIRECTOR	1.00	Director	$0	$0	$0
BOB WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MISCHA BEYERS	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	$3,287,760	$2,102,426	$11,705,976	$1,185,334
2023	$2,528,294	$2,124,801	$10,476,929	$403,493
2022	$4,643,437	$1,572,787	$9,479,509	$3,070,650
2021	$1,234,595	$507,231	$8,104,663	$727,364
2020	$834,598	$564,289	$6,724,279	$270,309
2019	$931,594	$382,060	$5,746,443	$549,534

OTSEGO COMMUNITY FOUNDATION