THE OAK HILL FOUNDATION INC

EIN: 861169503 501(c)(3) Youth Development

HARTFORD, CT

Total Revenue
$10,508,313
Total Expenses
$7,133,837
Total Assets
$154,675,272
Net Assets
$148,672,564
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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
2006
Legal Domicile
CT
Principal Officer
CHRISTINE D LEIBY
Phone
8602422274
Tax Period
2024-07-01 to 2025-06-30

THE OAK HILL FOUNDATION INC, founded in 2006, is a mid-sized nonprofit in the Youth Development sector that reported $10.5M in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.4M, a strong 32% operating margin.

Mission

THE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND (SEE SCHEDULE O)

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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 (2024)

Revenue Breakdown

Contributions & Grants $547,852
Program Service Revenue $0
Investment Income $9,960,461
Other Revenue $0
TOTAL REVENUE $10,508,313

Expense Breakdown

Grants Paid $6,244,310
Salaries & Benefits $0
Fundraising Expenses $208,000
Program Expenses $6,749,837
Other Expenses $889,527
TOTAL EXPENSES $7,133,837

Year-over-Year Comparison

2024 2023 Change
Revenue $10,508,313 $21,931,452 -0.5%
Expenses $7,133,837 $6,644,383 +0.1%
Net Income $3,374,476 $15,287,069 -0.8%
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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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
5
$871,862
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY M SIMON PRESIDENT & 1.00
Officer
$0 $73,517 $388,947
CHRISTINE D LEIBY TREASURER & 1.00
Officer
$0 $47,125 $265,273
GAYLE WINTJEN SECRETARY & 1.00
Officer
$0 $54,365 $217,642
MATTHEW ZEWINSKI CHAIR 0.50
Officer Director
$0 $0 $0
PAUL JOSS VICE CHAIR 0.50
Officer Director
$0 $0 $0
HEATHER CARLSON DIRECTOR 0.50
Director
$0 $0 $0
RODGER METZGER DIRECTOR 0.50
Director
$0 $0 $0
DAN BALLOU DIRECTOR 0.50
Director
$0 $0 $0
RAYMOND JOHNSON DIRECTOR 0.50
Director
$0 $0 $0
ANTHONY ANGELONI DIRECTOR 0.50
Director
$0 $0 $0
CHRISTOPHER HANLON DIRECTOR 0.50
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 $10,508,313 $7,133,837 $154,675,272 $3,374,476
2024 No data No data No data No data
2023 $3,103,998 $6,270,500 $140,247,091 $-3,166,502
2022 $7,089,123 $5,189,808 $121,483,897 $1,899,315
2021 $15,501,969 $5,674,262 $142,145,010 $9,827,707
2021 $15,501,969 $5,674,262 $142,145,010 $9,827,707
2020 $4,212,937 $5,538,335 $111,803,571 $-1,325,398
2019 $6,068,933 $5,442,787 $112,142,114 $626,146
2018 $7,596,610 $5,231,642 $109,875,803 $2,364,968
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