URBANNA OYSTER FESTIVAL FOUNDATION (EIN 541577658) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

BRUCE DESIMONE

Phone

8047582122

Tax Period

2024-03-01 to 2025-02-28

URBANNA OYSTER FESTIVAL FOUNDATION, founded in 1957, is a micro nonprofit that reported $59K in total revenue in fiscal year 2018. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

TWO-DAY CULTURAL ARTS FESTIVAL

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $87,742

Program Service Revenue $0

Investment Income $3,322

Other Revenue $28,053

TOTAL REVENUE $119,117

Expense Breakdown

Grants Paid $9,051

Salaries & Benefits $32,295

Fundraising Expenses $0

Program Expenses $84,921

Other Expenses $43,713

TOTAL EXPENSES $85,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,117	$109,067	+0.1%
Expenses	$85,059	$95,930	-0.1%
Net Income	$34,058	$13,137	+1.6%

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

100

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
JAMES HATTON	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
LESLIE JACKSON	Director	2.00	Director	$0	$0	$0
KATHLEEN HALL	Sec/TREASURER	5.00	Officer Director	$0	$0	$0
BRUCE DESIMONE	Chairman	2.00	Officer Director	$0	$0	$0
RON JOSEPH	Director	2.00	Director	$0	$0	$0
JOE HEYMAN	Director	4.00	Director	$0	$0	$0
KATHY SWINEHART	Director	2.00	Director	$0	$0	$0
MIKE LOWE	Director	2.00	Director	$0	$0	$0
MICHELE HUTTON	Director	2.00	Director	$0	$0	$0
THOMAS JUSTIS	Director	2.00	Director	$0	$0	$0
COURTNEY FAUDREE-HURD	Director	2.00	Director	$0	$0	$0
CULLEN WALKER	Director	2.00	Director	$0	$0	$0
WHITNEY WALTON-LAW	Director	5.00	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
2025	$119,117	$85,059	$381,098	$34,058
2024	$109,067	$95,930	$340,922	$13,137
2023	$121,211	$83,945	$312,763	$37,266
2022	$113,517	$80,152	$278,496	$33,365
2021	$161,568	$42,048	$255,970	$119,520
2020	$107,876	$75,918	$137,901	$31,958
2019	$58,866	$59,663	$105,112	$-797

URBANNA OYSTER FESTIVAL FOUNDATION