OAKLAND CASUAL (EIN 272952042) - 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

2010

Legal Domicile

Principal Officer

DAVID STAUDT

Phone

2485615055

Tax Period

2019-01-01 to 2019-12-31

OAKLAND CASUAL, founded in 2010, is a micro nonprofit in the Human Services sector that reported $47K in total revenue in fiscal year 2019. Revenue decreased 8% compared to the prior year.

Mission

TO SUPPORT INDIVIDUALS WHO HAVE EXPERIENCED CATASTROPHES OR HARSHIPS AND ARE IN NEED OF FINANCIAL ASSITANCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $47,150

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $47,150

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,000

Other Expenses $2,866

TOTAL EXPENSES $47,866

Year-over-Year Comparison

	2019	2018	Change
Revenue	$47,150	$50,998	-0.1%
Expenses	$47,866	$50,232	0.0%
Net Income	$-716	$766	-1.9%

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

N/A

Independent Members

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID COULTER	PRESIDENT	1.00	Director	$0	$0	$0
LORI VAN PELT	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MULLEN	SECRETARY/DIRECTOR	1.00	Director	$0	$0	$0
DAVID STAUDT	TREASURER	1.00	Director	$0	$0	$0
LORI TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
PHIL BERTOLINI	DIRECTOR	1.00	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
2019	$47,150	$47,866	$11,321	$-716

OAKLAND CASUAL