Oak Hill Foundation Inc

Nonprofit profile at a glance

EIN
920619949
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Rochester, NY, USA
Phone
5852484305
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$171,692
Expenses
$12,797
Assets
$194,891
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • FRED BELTZ (PRESIDENT)
  • JAMES DURFEE (VICE PRESIDENT)

People named in this filing

  • JEFFERY DAVIS (DIRECTOR)
  • GERALD STAHL (DIRECTOR)
  • FRED BELTZ (PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The oak hill foundation, a 501(c)(3), has been established to promote and support amateur sports as embodiment of the traditions and values that are unique to golf. The foundation's reach will include young men and women from all walks of life. The foundation will also promote, protect and preserve the historical legacy of golf and the records, facilities, architecture and the hallowed grounds on which it has been played, such as oak hill country club, a national register historic property

What it reported doing in 2024

The foundation made a grant of $1,000 to oak hill country club for producing and preserving video interviews with individuals who have been members of oak hill country for over 50 years. This preserves and makes available to the public a living history of oak hill country club which has played host to many major golf tournaments, including the 1995 ryder cup and the upcoming 2027 us amateur. In 2023, the foundation made grant of $827 to oak hill country club for the restoration of one of two original photo albums of the 1949 us amateur, which was held at oak hill country club

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 92% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 40
  • Transparency & Controls: 100
  • Sustainability: 92
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 7.8%; rating input score 8
  • Program expense ratio: 92.2%; rating input score 92

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 92.5%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 15.23; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 71.2% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 122% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: 137.6% per year; rating input score 100; 99th percentile among comparable filings

Details

  • Where the money goes: 7.8% of revenue deployed · 92.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $12K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2023 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 8/100.