Tena & Fred Oates Foundation

EIN: 571066228 501(c)(3) Philanthropy & Grantmaking

Spartanburg, SC

Total Revenue
$52,210
Total Expenses
$15,745
Total Assets
$1,153,996
Net Assets
$1,153,996
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
SC
Phone
8645820138
Tax Period
2025-01-01 to 2025-12-31

Tena & Fred Oates Foundation, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $52K in total revenue in fiscal year 2025. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 70% operating margin.

Mission

Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.

Program Service Accomplishments

Program 1

Grants to support philanthropic endeavors in spartanburg county in support of the spartanburg county foundation.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $52,210
Other Revenue $0
TOTAL REVENUE $52,210

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $15,745
TOTAL EXPENSES $15,745

Year-over-Year Comparison

2025 2024 Change
Revenue $52,210 $31,843 +0.6%
Expenses $15,745 $15,200 +0.0%
Net Income $36,465 $16,643 +1.2%
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
4
Independent Members
3
Employees
N/A
Volunteers
3

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
4
$262,867
Total Directors
4
$262,867
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IRENE O HOWELL CHAIRWOMAN 1.0
Officer Director
$0 $0 $0
KATE O DARGAN PRESIDENT 1.0
Officer Director
$0 $0 $0
THEODORE W GAGE JR VICE PRESIDENT 1.0
Officer Director
$0 $0 $0
TROY HANNA SECRETARY 1.0
Officer Director
$0 $41,922 $262,867
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 $52,210 $15,745 $1,153,996 $36,465
2024 $31,843 $15,200 $1,015,452 $16,643
2023 $14,144 $38,085 $916,177 $-23,941
2022 $12,893 $13,486 $858,726 $-593
2021 $10,939 $39,389 $978,427 $-28,450
2020 $9,864 $12,524 $928,850 $-2,660
2019 $10,568 $12,274 $855,419 $-1,706
2018 $11,225 $52,307 $753,970 $-41,082
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