OAKLEAF ENDOWMENT TRUST FOR CONNECTICUT COLLEGE (EIN 416429969) - 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

1997

Legal Domicile

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

SEE PART III, LINE 1

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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 $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

Governance

Voting Members

Independent Members

N/A

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

$1,779,552

Key Employees

Highest Compensated

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

OAKLEAF ENDOWMENT TRUST FOR CONNECTICUT COLLEGE