Oakfield Housing Corporation (EIN 010363316) - 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

1975

Legal Domicile

Principal Officer

Hillory Hallett

Phone

2074886652

Tax Period

2024-01-01 to 2024-12-31

Oakfield Housing Corporation, founded in 1975, is a small nonprofit in the Housing & Shelter sector that reported $358K in total revenue in fiscal year 2024. The organization ran a surplus of $87K, a strong 24% operating margin.

Mission

Low Income Elderly Housing

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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 $358,077

Investment Income $233

Other Revenue $0

TOTAL REVENUE $358,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,682

Fundraising Expenses $0

Program Expenses $229,457

Other Expenses $239,247

TOTAL EXPENSES $270,929

Year-over-Year Comparison

	2024	2023	Change
Revenue	$358,310	$363,007	0.0%
Expenses	$270,929	$358,677	-0.2%
Net Income	$87,381	$4,330	+19.2%

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

Volunteers

N/A

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
Rob Betschner	President	010.00	Officer Director	$0	$0	$0
Joey Tarr	Director	010.00	Officer Director	$0	$0	$0
Charlene Kehler	Director	010.00	Director	$0	$0	$0
Dale Morris	Director	010.00	Director	$0	$0	$0
Brandon Noyes	Director	010.00	Director	$0	$0	$0
James Sholler	Director	010.00	Director	$0	$0	$0
Yvette Sholler	Director	010.00	Director	$0	$0	$0
Robin Chambers	Director	010.00	Director	$0	$0	$0
Dennis Small	Director	010.00	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
2024	$358,310	$270,929	$777,362	$87,381
2023	$363,007	$358,677	$825,717	$4,330
2022	$330,567	$327,599	$853,397	$2,968
2021	$311,053	$315,170	$885,566	$-4,117
2020	$310,602	$299,099	$913,805	$11,503
2019	$312,983	$306,631	$933,001	$6,352
2018	$314,673	$274,452	$951,849	$40,221

Oakfield Housing Corporation