QUIET OAKS (EIN 203905841) - 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

2005

Legal Domicile

Principal Officer

LINDA ALLEN

Phone

3202555433

Tax Period

2023-07-01 to 2024-06-30

QUIET OAKS, founded in 2005, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $2.0M left a modest 10% surplus.

Mission

PROVIDE COMFORT AND CARE TO TERMINALLY ILL PERSONS AND THEIR FAMILIES IN A HOME-LIKE SETTING

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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 $1,004,508

Program Service Revenue $975,690

Investment Income $61,338

Other Revenue $154,687

TOTAL REVENUE $2,196,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,640,845

Fundraising Expenses $58,747

Program Expenses $1,693,186

Other Expenses $345,780

TOTAL EXPENSES $1,986,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,196,223	$2,419,640	-0.1%
Expenses	$1,986,625	$1,808,877	+0.1%
Net Income	$209,598	$610,763	-0.7%

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

358

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

$106,730

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL GANS	TREASURER	2.00	Officer Director	$0	$0	$0
TAMMY MOORE	AT-LARGE	1.00	Director	$0	$0	$0
JEANETTE STACK	SECRETARY	1.00	Officer Director	$0	$0	$0
ALEX COULTER	CHAIR	1.00	Officer Director	$0	$0	$0
SARAH NICOLL	AT-LARGE	1.00	Director	$0	$0	$0
INGRID CRESENCIO	AT-LARGE	1.00	Director	$0	$0	$0
JOHN WALETZKO	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JOHN ERICKSON	AT-LARGE	1.00	Director	$0	$0	$0
NEIL FRANZ	AT-LARGE	1.00	Director	$0	$0	$0
TERESE VANDER EYK	AT-LARGE	1.00	Director	$0	$0	$0
DR TOM LEITHER	AT-LARGE	1.00	Director	$0	$0	$0
DONNA WALBERG	AT-LARGE	1.00	Director	$0	$0	$0
GAIL STANGER	AT-LARGE	1.00	Director	$0	$0	$0
LINDA ALLEN	EXECUTIVE DIRECTOR	40.00	Officer	$93,445	$13,285	$106,730

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	$2,196,223	$1,986,625	$4,820,106	$209,598
2023	$2,874,957	$1,808,877	$4,370,249	$1,066,080
2022	$2,004,334	$1,594,900	$3,139,295	$409,434
2021	$2,420,624	$1,592,917	$3,093,433	$827,707
2020	$1,878,085	$1,670,759	$2,740,159	$207,326
2019	$2,231,144	$1,542,791	$2,395,237	$688,353
2018	$1,446,417	$1,449,636	$1,913,206	$-3,219

QUIET OAKS