THE OAKLAND FUND

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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

2009

Legal Domicile

Principal Officer

SUSAN MONTAUK

Phone

5103775736

Tax Period

2018-01-01 to 2018-12-31

THE OAKLAND FUND, founded in 2009, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2018.

Mission

TO BUILD ON OAKLAND'S DIVERSITY, OPPORTUNITY, AND ECONOMY; TO CREATE A COMMUNITY OF PURPOSE AND TO FOSTER PRIDE IN OUR WONDERFUL CITY. TO PROTECT AND IMPROVE THE QUALITY OF LIFE FOR OAKLAND RESIDENTS, THE OAKLAND FUND WORKS TO MAINTAIN ESSENTIAL SERVICES AT CITY VENUES INCLUDING PARKS, RECREATION AND SENIOR CENTERS AND LIBRARIES. THE OAKLAND FUND BRINGS TOGETHER CITY LEADERS, LABOR, BUSINESS AND RESIDENTS TO PROMOTE QUALITY PUBLIC SERVICES AND THE OPPORTUNITY FOR COMMUNITY ENGAGEMENT AND ENHANCEMENT, ENSURING EQUAL ACCESS AND ENJOYMENT FOR RESIDENTS FROM ALL NEIGHBORHOODS.

Program Service Accomplishments

Program 1

Expenses: $850,183

SIGNATURE GATHERING TO QUALIFY THE MEASURE FOR THE CHILDREN'S INITIATIVE ON THE 2018 NOVEMBER BALLOT. RECEIVED 62% "YES" VOTE.

Program 2

Expenses: $180,525

TV/CABLE AIRTIME AND PRODUCTIONS IN ADVOCACY OF THE CHILDREN'S INITIATIVE ON THE 2018 NOVEMBER BALLOT. RECEIVED 62% "YES" VOTE.

Program 3

Expenses: $316,843

LITERATURE AND MAILINGS IN ADVOCACY OF THE CHILDREN'S INITIATIVE ON THE 2018 NOVEMBER BALLOT. RECEIVED 62% "YES" VOTE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,746,880

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,746,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,675

Fundraising Expenses $1,792

Program Expenses $1,714,227

Other Expenses $1,719,994

TOTAL EXPENSES $1,732,669

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,746,880	N/A	N/A
Expenses	$1,732,669	N/A	N/A
Net Income	$14,211	N/A	N/A

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
SUSAN MONTAUK	PRESIDENT	2.00	Officer Director	$0	$0	$0
EARL HAMLIN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
EUGENE ZAHAS	TREASURER	6.00	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
2018	$1,746,880	$1,732,669	$23,835	$14,211