HIGH OAKS INC

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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

1996

Legal Domicile

Principal Officer

NANCY BATTY

Phone

6105431840

Tax Period

2023-01-01 to 2023-12-31

HIGH OAKS INC, founded in 1996, is a small nonprofit in the Education sector that reported $865K in total revenue in fiscal year 2023. Revenue surged 432% from the prior year, signaling strong growth momentum. The organization ran a surplus of $445K, a strong 51% operating margin.

Mission

CHARITABLE - ASSIST CHRISTIAN SCIENTISTS IN RECEIVING AUTHORIZED CHRISTIAN SCIENCE HEALTH CARE SERVICES

Program Service Accomplishments

Program 1

Expenses: $335,917

THE ORGANIZATION ASSISTS CHRISTIAN SCIENTISTS IN RECEIVING AUTHORIZED CHRISTIAN SCIENCE HEALTH CARE SERVICES AND IN THE PAYMENT THEREOF.

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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 $95,145

Program Service Revenue $0

Investment Income $769,805

Other Revenue $0

TOTAL REVENUE $864,950

Expense Breakdown

Grants Paid $259,243

Salaries & Benefits $91,048

Fundraising Expenses $9,432

Program Expenses $335,917

Other Expenses $70,112

TOTAL EXPENSES $420,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$864,950	$162,610	+4.3%
Expenses	$420,403	$423,515	0.0%
Net Income	$444,547	$-260,905	-2.7%

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

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

$78,372

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE BENEDICT	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAT ELLIOTT	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTINE POLITO	SECRETARY	2.00	Officer Director	$0	$0	$0
PAT ELLIOTT	TREASURER	2.00	Officer Director	$0	$0	$0
NANCY M BATTY	ADMINISTRATOR	40.00	Director	$78,372	$0	$78,372

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	No data	No data	No data	No data
2023	$864,950	$420,403	$5,684,062	$444,547
2022	$162,610	$423,515	$5,164,178	$-260,905
2021	$486,796	$414,197	$5,920,048	$72,599
2020	$298,125	$410,922	$5,374,515	$-112,797
2019	$355,342	$388,430	$5,485,147	$-33,088
2018	$360,057	$405,358	$4,739,582	$-45,301