TRINITY OAKS ENTERPRISES (EIN 208992883) - 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

2007

Legal Domicile

Principal Officer

THOMAS SYNDER

Phone

2104470351

Tax Period

2024-01-01 to 2024-12-31

TRINITY OAKS ENTERPRISES, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $951K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 50% operating deficit.

Mission

ASSIST YOUTH, VETS, HOMELESS & OTHERS THRU PROGRAMS AIMED AT FINANCIAL ASSISTANCE & RELATIONSHIPS.

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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 $542,309

Program Service Revenue $33,888

Investment Income $26,671

Other Revenue $348,172

TOTAL REVENUE $951,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $418,107

Fundraising Expenses $156,504

Program Expenses $857,998

Other Expenses $1,007,123

TOTAL EXPENSES $1,425,230

Year-over-Year Comparison

	2024	2023	Change
Revenue	$951,040	$749,308	+0.3%
Expenses	$1,425,230	$1,189,269	+0.2%
Net Income	$-474,190	$-439,961	+0.1%

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

257

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

$114,561

Total Directors

$114,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF SIZEMORE	VICE CHAIRMAN	5.00	Officer Director	$114,561	$0	$114,561
ERIC BURK	TREASURER	5.00	Officer Director	$0	$0	$0
LEE STOKES	SECRETARY	5.00	Officer Director	$0	$0	$0
JEFF BIRMINGHAM	DIRECTOR	5.00	Director	$0	$0	$0
AMY CALLENDER	DIRECTOR	5.00	Director	$0	$0	$0
RYAN CANTU	DIRECTOR	5.00	Director	$0	$0	$0
WHITNEY BRADY DABNEY	DIRECTOR	5.00	Director	$0	$0	$0
JEFF GREEN	DIRECTOR	5.00	Director	$0	$0	$0
JIM HARDWICK	DIRECTOR	5.00	Director	$0	$0	$0
TUCKER KNIGHT	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN MCCLURE	DIRECTOR	5.00	Director	$0	$0	$0
SHAWN OSBORNE	DIRECTOR	5.00	Director	$0	$0	$0
MATT PYLE	DIRECTOR	5.00	Director	$0	$0	$0
GARRETT RUPLE	DIRECTOR	5.00	Director	$0	$0	$0
TOM SNYDER	CHAIRMAN	30.00	Officer	$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	$951,040	$1,425,230	$1,887,456	$-474,190
2023	$749,308	$1,189,269	$2,337,997	$-439,961
2022	$2,540,304	$1,243,563	$2,752,184	$1,296,741
2022	$2,540,304	$1,243,563	$2,752,184	$1,296,741
2021	$1,110,541	$1,649,481	$6,662,220	$-538,940
2020	$1,785,465	$1,323,453	$7,185,041	$462,012
2019	$1,497,221	$1,024,767	$6,989,399	$472,454
2018	$2,991,824	$1,153,357	$3,160,715	$1,838,467

TRINITY OAKS ENTERPRISES