PEOPLES OAKLAND INC (EIN 237407933) - 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

Principal Officer

LEZETTA COX

Tax Period

2023-07-01 to 2024-06-30

PEOPLES OAKLAND INC, founded in 1974, is a small nonprofit in the Mental Health sector that reported $765K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $728K left a modest 5% surplus.

Mission

PEOPLES OAKLAND IS A LEADER IN PROVIDING RECOVERY-BASED COMPREHENSIVE PSYCHOSOCIAL REHABILITATIONSERVICES FOR ALLEGHENY COUNTY ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS AND CO-OCCURING SUBSTANCE ABUSE DISORDERS.

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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 $691,906

Program Service Revenue $3,881

Investment Income $75

Other Revenue $69,622

TOTAL REVENUE $765,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $460,677

Fundraising Expenses $56,245

Program Expenses $488,333

Other Expenses $267,684

TOTAL EXPENSES $728,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$765,484	$681,326	+0.1%
Expenses	$728,361	$796,572	-0.1%
Net Income	$37,123	$-115,246	-1.3%

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

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

$75,123

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEZETTA COX	EXECUTIVE DIRECTOR	40.00	Officer	$75,123	$0	$75,123
CYNTHIA JAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
WESLEY E SOWERS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
KEIRSTON PARHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN CHRISTIAN-MICHAELS	BOARD MEMBER	1.00	Director	$0	$0	$0
AURELIA CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
LEIF E JOHNSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA SILVA	BOARD MEMBER	1.00	Director	$0	$0	$0
WALTER J BURLACK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BLAEC C CROFT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALEXIS MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHERINE E GILMARTIN	TREASURER	1.00	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	$765,484	$728,361	$814,133	$37,123
2023	$666,157	$781,403	$904,076	$-115,246
2023	$681,326	$796,572	$782,966	$-115,246
2022	$834,243	$920,436	$914,218	$-86,193
2022	$834,243	$799,327	$1,035,327	$34,916
2021	$874,619	$763,562	$1,028,365	$111,057
2020	$848,797	$739,634	$974,378	$109,163
2019	$807,021	$861,231	$838,694	$-54,210
2018	$815,696	$901,547	$928,968	$-85,851

PEOPLES OAKLAND INC