CHARLOTTE STAFFORD FBO TOWN OF OXFORD NY

EIN: 886123071 501(c)(3) Philanthropy & Grantmaking

NORWICH, NY

Total Revenue
$20,361
Total Expenses
$21,148
Total Assets
$379,835
Net Assets
$379,835
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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
2022
Legal Domicile
NY
Phone
6073376136
Tax Period
2024-02-01 to 2025-01-31

CHARLOTTE STAFFORD FBO TOWN OF OXFORD NY, founded in 2022, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $20K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Net assets of $380K represent 224 months of operating reserves.

Mission

PROVIDE A HISTORICAL SITE THE STAFFORD HOUSE IN THE TOWN OF OXFORD FOR RESIDENTS AND NON-RESIDENTS TO VIEW MEMORABILIA AND READ ABOUT THE HISTORY OF THE TOWN.

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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 $0
Program Service Revenue $0
Investment Income $11,961
Other Revenue $8,400
TOTAL REVENUE $20,361

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,804
Fundraising Expenses $0
Program Expenses $16,720
Other Expenses $16,344
TOTAL EXPENSES $21,148

Year-over-Year Comparison

2024 2023 Change
Revenue $20,361 $38,713 -0.5%
Expenses $21,148 $20,391 +0.0%
Net Income $-787 $18,322 -1.0%
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
1
Independent Members
1
Employees
N/A
Volunteers
1

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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$4,804 $0 $4,804
VICKY M HOUSE TRUST PROTECTOR 40.0
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 $20,361 $21,148 $379,835 $-787
2024 $38,713 $20,391 $381,409 $18,322
2023 $410,069 $12,684 $363,612 $397,385
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