OAKDALE FOUNDATION INC (EIN 042717961) - 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

1981

Legal Domicile

Phone

4135282346

Tax Period

2023-07-01 to 2024-06-30

OAKDALE FOUNDATION INC, founded in 1981, is a small nonprofit in the Human Services sector that reported $704K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $633K left a modest 10% surplus.

Mission

Rehabilitation of special needs adults.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,500

Program Service Revenue $698,622

Investment Income $1,451

Other Revenue $0

TOTAL REVENUE $703,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,804

Fundraising Expenses $0

Program Expenses $555,456

Other Expenses $345,440

TOTAL EXPENSES $633,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$703,573	$604,321	+0.2%
Expenses	$633,244	$565,432	+0.1%
Net Income	$70,329	$38,889	+0.8%

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
Rachel Kalin	Executive director	60.00		$77,022	$0	$77,022
BETTY STEPHENS	Treasurer	0.00	Officer Director	$0	$0	$0
JENNIFER MARDEN	Director	0.00	Director	$0	$0	$0
JUDY LEVER-DUFFY	Director	0.00	Director	$0	$0	$0
RACHEL KALIN	Secretary	0.00	Officer Director	$0	$0	$0
MARGIE HUNTER	Director	0.00	Director	$0	$0	$0
JAMES MARDEN	President	0.00	Officer Director	$0	$0	$0
GABY MARDEN STERN	Director	0.00	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	No data	No data	No data	No data
2024	$703,573	$633,244	$835,547	$70,329
2023	$604,321	$565,432	$891,686	$38,889
2022	$634,164	$448,131	$743,399	$186,033
2021	$548,931	$396,802	$595,100	$152,129
2020	$547,387	$382,298	$525,100	$165,089
2019	$525,974	$418,708	$349,861	$107,266

OAKDALE FOUNDATION INC