HISTORIC ONEIL FARM INC (EIN 421650164) - 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

2004

Legal Domicile

Principal Officer

SUSAN SCHORTMANN

Phone

7816358782

Tax Period

2023-01-01 to 2023-12-31

HISTORIC ONEIL FARM INC, founded in 2004, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $12K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $54K exceeded revenue, resulting in a 355% operating deficit.

Mission

PRESERVATION OF O'NEIL FARM AND EDUCATION OF THE PUBLIC IN THE IMPORTANCE OF AGRICULTURE.

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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 $4,963

Program Service Revenue $0

Investment Income $6,953

Other Revenue $0

TOTAL REVENUE $11,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,097

Other Expenses $54,169

TOTAL EXPENSES $54,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,916	$39,795	-0.7%
Expenses	$54,169	$54,279	0.0%
Net Income	$-42,253	$-14,484	+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

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SCHORTMANN	Treasurer	5.00	Officer Director	$0	$0	$0
SCOTT FORD ESQ	Director	0.00	Director	$0	$0	$0
CARL O'NEIL	Director	0.00	Director	$0	$0	$0
SAMUEL W BUTCHER	President	5.00	Director	$0	$0	$0
KIM GLATTSTEIN	Director	0.00	Director	$0	$0	$0
JEFF CHANDLER	Director	0.00	Director	$0	$0	$0
JAIME NEILSON	Director	0.00	Director	$0	$0	$0
DOUGLAS MUIR	Director	0.00	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
2023	$11,916	$54,169	$2,948,405	$-42,253
2022	$39,795	$54,279	$2,863,425	$-14,484
2021	$92,277	$64,631	$3,111,410	$27,646
2020	$36,576	$52,323	$3,008,212	$-15,747
2019	$66,438	$42,488	$2,930,832	$23,950
2018	$37,331	$50,626	$2,758,177	$-13,295

HISTORIC ONEIL FARM INC