CHESTNUT OAKS ASSOCIATION

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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

1963

Legal Domicile

Phone

8043468611

Tax Period

2024-10-01 to 2025-09-30

CHESTNUT OAKS ASSOCIATION, founded in 1963, is a small nonprofit that reported $229K in total revenue in fiscal year 2024.

Mission

To Provide swimming and tennis activities for the benefit of the members of the organization.

Program Service Accomplishments

Program 1

Swim Team activity to the members

Program 2

Concessions provided to members

Program 3

Social Activities provided to members

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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 $0

Program Service Revenue $172,950

Investment Income $249

Other Revenue $56,256

TOTAL REVENUE $229,455

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,146

Fundraising Expenses $0

Program Expenses $0

Other Expenses $142,827

TOTAL EXPENSES $223,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,455	$214,076	+0.1%
Expenses	$223,973	$231,342	0.0%
Net Income	$5,482	$-17,266	-1.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adrienne Feldman	President	1.00	Officer	$0	$0	$0
Tom Foster	VP, Building and Grounds, Finance	1.00	Officer	$0	$0	$0
Kyle Blanford	Building and Grounds	0.25	Officer	$0	$0	$0
Peter Catizone	Building and Grounds	0.25	Officer	$0	$0	$0
Whitney Fogg	Personnel	1.00	Officer	$0	$0	$0
Meredith Nystrom	Swim Team	1.00	Officer	$0	$0	$0
Robert Mercurio	Tennis	1.00	Officer	$0	$0	$0
Jennifer Roberts	Membership	0.25	Officer	$0	$0	$0
Marsha Altman	Secretary	1.00	Officer	$0	$0	$0
Leah Johnson	Swim Team	1.00	Officer	$0	$0	$0
Tricia Owens	Social Committee	0.25	Officer	$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
2025	$229,455	$223,973	$221,920	$5,482
2024	$214,076	$231,342	$229,897	$-17,266
2023	$161,756	$150,375	$254,730	$11,381
2022	$172,729	$141,679	$250,635	$31,050
2021	$160,445	$148,784	$234,718	$11,661