OAKLAWN FOUNDATION

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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

2007

Legal Domicile

Principal Officer

SAM STATHAKIS

Phone

5016245788

Tax Period

2023-07-01 to 2024-06-30

OAKLAWN FOUNDATION, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO FUND COLLEGE SCHOLARSHIPS AND SUPPORT EDUCATIONAL PROGRAMS AND PROGRAMS RELATED TO SENIOR HEALTH ISSUES.

Program Service Accomplishments

Program 1

Expenses: $1,712,953

GRANTS TO SENIOR ISSUES PROGRAM FUND AND EDUCATION FUND

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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 $1,774,525

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,774,525

Expense Breakdown

Grants Paid $1,712,953

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,712,953

Other Expenses $61,572

TOTAL EXPENSES $1,774,525

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,774,525	$1,634,931	+0.1%
Expenses	$1,774,525	$1,634,931	+0.1%
Net Income	$0	N/A	N/A

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

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
CHARLEEN COPELAND	SECRETARY	N/A	Officer Director	$0	$0	$0
SCOTT DEWS	DIRECTOR	N/A	Director	$0	$0	$0
GABRIEL FISHER	DIRECTOR	N/A	Director	$0	$0	$0
MELINDA GASSAWAY	DIRECTOR	N/A	Director	$0	$0	$0
JEAN LACEFIELD	DIRECTOR	N/A	Director	$0	$0	$0
BRIANNA MOORE	VICE CHAIR	N/A	Officer Director	$0	$0	$0
DENNIS SMITH	TREASURER	N/A	Officer Director	$0	$0	$0
SAM STATHAKIS	CHAIRMAN	N/A	Officer Director	$0	$0	$0
GARY TROUTMAN	DIRECTOR	N/A	Director	$0	$0	$0
STEVE TRUSTY	DIRECTOR	N/A	Director	$0	$0	$0
KERMIT TUCKER	DIRECTOR	N/A	Director	$0	$0	$0
TIFFANY TUCKER	DIRECTOR	N/A	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	$903,799	$903,799	No data	No data
2024	$1,774,525	$1,774,525	No data	No data
2023	$1,634,931	$1,634,931	No data	No data
2022	$1,578,661	$1,578,661	No data	No data
2021	$1,296,224	$1,296,224	No data	No data
2020	$1,533,602	$1,533,602	No data	No data
2019	$1,507,203	$1,507,203	No data	No data
2018	$1,285,969	$1,285,969	No data	No data