OAKS INTEGRATED CARE INC (EIN 237048397) - 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

1962

Legal Domicile

Principal Officer

QINDI SHI

Phone

6092675928

Tax Period

2024-07-01 to 2025-06-30

OAKS INTEGRATED CARE INC, founded in 1962, is a major nonprofit in the Mental Health sector that reported $112.7M in total revenue in fiscal year 2024.

Mission

TO EMPOWER AND SUPPORT INDIVIDUALS AND FAMILIES TO ACHIEVE EMOTIONAL AND PHYSICAL WELLNESS BY PROVIDING QUALITY HEALTH AND SOCIAL SERVICES.

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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 $42,637,604

Program Service Revenue $66,554,418

Investment Income $2,198,440

Other Revenue $1,293,542

TOTAL REVENUE $112,684,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,203,699

Fundraising Expenses $2,010,993

Program Expenses $96,761,093

Other Expenses $33,993,258

TOTAL EXPENSES $110,196,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,684,004	$107,663,396	+0.0%
Expenses	$110,196,957	$106,392,058	+0.0%
Net Income	$2,487,047	$1,271,338	+1.0%

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

1602

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

$1,651,106

Total Directors

$1,086,770

Key Employees

$539,158

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GASKIN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE HERB	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
AARON NELSON	CHAIR	1.00	Officer Director	$0	$0	$0
CHELSEA CARTER	CO-SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
COLLEEN CRANDALL	CO-SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARIANNE ALEARDI	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS ROSAMILLIA	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN TRIMBOLI	TRUSTEE	1.00	Director	$0	$0	$0
MARY FOUKLEVA	TRUSTEE	1.00	Director	$0	$0	$0
RANDY MINNIEAR	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SALEWSKI	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER WARREN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS TRANOVICH	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS DEHEL	TRUSTEE	1.00	Director	$0	$0	$0
TONI BROWN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PRENSKY	TRUSTEE	1.00	Director	$0	$0	$0
DERRY HOLLAND	CEO	40.00	Officer Director	$604,490	$54,131	$658,621
QINDI SHI	CFO	40.00	Officer Director	$373,855	$54,294	$428,149
KAREN TANGER	COO	40.00	Officer	$512,490	$51,846	$564,336
SHERI BELL	CHIEF HUMAN RESOURCES OFFI	40.00	Key Emp	$239,357	$59,545	$298,902
MICHAEL D'AMICO	VICE PRESIDENT	40.00	Key Emp	$190,486	$49,770	$240,256
SAQIB SYED	GERIATRIC PSYCHIATRY	40.00	Highest	$211,490	$0	$211,490
OKECHUKWU MADU	PSYCHIATRIC NURSE PRACTITIONER	40.00	Highest	$183,104	$20,492	$203,596
AARON FUNTANILLA	NURSE PRACTITIONER	40.00	Highest	$163,043	$14,348	$177,391

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	$112,684,004	$110,196,957	$109,192,378	$2,487,047
2024	$107,663,396	$106,392,058	$107,037,272	$1,271,338
2023	$104,021,588	$103,353,884	$103,490,576	$667,704
2022	$102,369,640	$101,310,007	$98,977,188	$1,059,633
2021	$101,562,594	$101,383,067	$100,358,331	$179,527
2020	$98,751,263	$98,210,671	$95,415,152	$540,592
2019	$100,509,163	$100,471,450	$93,183,490	$37,713
2018	$103,757,411	$100,281,759	$99,136,379	$3,475,652

OAKS INTEGRATED CARE INC