Ontario Yates Fund for Women and Girls Inc (EIN 921587376) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

Suzanne O'Connor

Phone

5857332216

Tax Period

2025-01-01 to 2025-12-31

Ontario Yates Fund for Women and Girls Inc, founded in 2022, is a small nonprofit in the Human Services sector that reported $149K in total revenue in fiscal year 2025. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $78K, a strong 52% operating margin.

Mission

To foster personal growth and self-sufficiency in women and girls in Ontario and Yates Counties.

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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 (2025)

Revenue Breakdown

Contributions & Grants $59,447

Program Service Revenue $0

Investment Income $82,646

Other Revenue $6,602

TOTAL REVENUE $148,695

Expense Breakdown

Grants Paid $55,500

Salaries & Benefits $0

Fundraising Expenses $684

Program Expenses $58,610

Other Expenses $15,562

TOTAL EXPENSES $71,062

Year-over-Year Comparison

	2025	2024	Change
Revenue	$148,695	$878,118	-0.8%
Expenses	$71,062	$43,013	+0.7%
Net Income	$77,633	$835,105	-0.9%

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
Jennifer Alessi	Member	10.00	Director	$0	$0	$0
Cheryl Angelidis	Secretary	4.00	Officer Director	$0	$0	$0
Maggie Atkins	Member	14.50	Director	$0	$0	$0
Maggie Bringewatt	Member	3.00	Director	$0	$0	$0
Deb Gregory - MemberJan 25	-Dec 25) President (Start Dec 25)	2.50	Officer Director	$0	$0	$0
Barbara R Hamlin	Vice President	5.00	Officer Director	$0	$0	$0
Peggy Kane	Member	2.50	Director	$0	$0	$0
Suzanne A O'Connor	Treasurer	8.00	Officer Director	$0	$0	$0
Sue Raymond	President (Thru 11/25)	1.00	Officer Director	$0	$0	$0
Nancy Stelnyk	Member	2.50	Director	$0	$0	$0
Stacy Taylor	Member	1.50	Director	$0	$0	$0
Carol Urbaitis	Member	2.00	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	$148,695	$71,062	$1,026,566	$77,633
2024	No data	No data	No data	No data

Ontario Yates Fund for Women and Girls Inc