OAKWOOD HISTORICAL SOCIETY INC (EIN 237391667) - 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

1974

Legal Domicile

Phone

9372993793

Tax Period

2024-01-01 to 2024-12-31

OAKWOOD HISTORICAL SOCIETY INC, founded in 1974, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Expenses of $61K exceeded revenue, resulting in a 14% operating deficit.

Mission

The organization was established to serve those who have an interest in the study and sharing of Oakwoods heritage. The mission is the research, preserve, publish and promote interest in the history of the City of Oakwood.

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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 $23,778

Program Service Revenue $20,110

Investment Income $7,146

Other Revenue $2,351

TOTAL REVENUE $53,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $59

Program Expenses $57,202

Other Expenses $60,812

TOTAL EXPENSES $60,812

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,385	$53,478	0.0%
Expenses	$60,812	$70,974	-0.1%
Net Income	$-7,427	$-17,496	-0.6%

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

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
TANYA DICKIE	DIRECTOR	2.00	Director	$0	$0	$0
JILL BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH TURBEN	DONOR SERVICES	2.00	Director	$0	$0	$0
LINDA PEARSON	EDUCATION COORDINATOR	2.00	Director	$0	$0	$0
ANN FEBUS	CRM ADMINISTRATOR	1.00	Director	$0	$0	$0
SOTHEAVY JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA SCHENK	TREASURER	3.00	Officer Director	$0	$0	$0
KAREN BARTLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JEREMIAH JENKINS	PRESIDENT	4.00	Officer 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
2025	No data	No data	No data	No data
2024	$53,385	$60,812	$459,222	$-7,427
2023	$53,478	$70,974	$450,644	$-17,496
2022	$39,756	$43,278	$442,963	$-3,522
2021	$73,123	$31,430	$495,226	$41,693
2020	$25,250	$36,306	$453,533	$-11,056
2019	$40,129	$50,413	$442,302	$-10,284
2018	$38,950	$33,511	$417,802	$5,439

OAKWOOD HISTORICAL SOCIETY INC