CHARLOTTE STAFFORD FBO TOWN OF OXF… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $16,720

DISTRIBUTIONS MADE FOR THE BENEFIT OF THE TOWN OF OXFORD, NY AND THE STAFFORD HOUSE, 26 STATE STREET, OXFORD, NY 13830. FUNDS FROM THIS TRUST HAVE BEEN USED EXCLUSIVELY TO MAINTAIN THE PROPERTY...

DISTRIBUTIONS MADE FOR THE BENEFIT OF THE TOWN OF OXFORD, NY AND THE STAFFORD HOUSE, 26 STATE STREET, OXFORD, NY 13830. FUNDS FROM THIS TRUST HAVE BEEN USED EXCLUSIVELY TO MAINTAIN THE PROPERTY (UTILITIES, MAINTENANCE, REPAIRS, TAXES, ETC.).

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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 $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

Governance

Voting Members

Independent Members

Employees

N/A

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
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

CHARLOTTE STAFFORD FBO TOWN OF OXFORD NY