OAKLEAF ENDOWMENT TRUST FOR CONNECTICUT COLLEGE

EIN: 416429969 501(c)(3) Philanthropy & Grantmaking

MINNEAPOLIS, MN

Total Revenue
$231,897
Total Expenses
$263,697
Total Assets
$4,518,520
Net Assets
$4,518,520
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
MN
Principal Officer
CAREY CSESZKO
Phone
6123397151
Tax Period
2023-01-01 to 2023-12-31

OAKLEAF ENDOWMENT TRUST FOR CONNECTICUT COLLEGE, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $232K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $264K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF CONNECTICUT COLLEGE OR ITS SUCCESSOR BY MERGER OR CONSOLIDATION.

Program Service Accomplishments

Program 1
Expenses: $207,534 Revenue: $0

TO MAINTAIN AND ENHANCE QUALITY OF CONNECTICUT COLLEGE. GRANTSASSIST THE CONNECTICUT COLLEGE WITH ITS DAILY OPERATING COSTS.ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONS AND INVESTMENTINCOME.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $330
Program Service Revenue $0
Investment Income $231,567
Other Revenue $0
TOTAL REVENUE $231,897

Expense Breakdown

Grants Paid $207,534
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $207,534
Other Expenses $56,163
TOTAL EXPENSES $263,697

Year-over-Year Comparison

2023 2022 Change
Revenue $231,897 $1,038,283 -0.8%
Expenses $263,697 $256,827 +0.0%
Net Income $-31,800 $781,456 -1.0%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
5

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
0
$0
Total Directors
5
$1,779,552
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHERINE BERGERON TRUSTEE (RESIGNED 12/18/23) 0.30
Director
$0 $64,226 $763,326
R DANIELLE EGAN TRUSTEE 0.30
Director
$0 $52,238 $275,669
AMANDA MAYFIELD TRUSTEE 0.30
Director
$0 $33,507 $245,148
KIMBERLY M VERSTANDIG TRUSTEE (RESIGNED 12/18/23) 0.30
Director
$0 $39,524 $271,995
LESLIE WONG TRUSTEE (APPOINTED INTERIM 12/18/23) 0.30
Director
$0 $20,077 $223,414
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 $231,897 $263,697 $4,518,520 $-31,800
2022 $1,038,283 $256,827 $4,550,483 $781,456
2021 $443,192 $237,231 $3,769,303 $205,961
2020 $329,520 $246,611 $3,563,379 $82,909
2019 $309,593 $249,514 $3,480,471 $60,079
2018 $211,685 $251,272 $3,420,343 $-39,587
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