OAKSTONE HEALTH CENTER

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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

DR KRISTEN KENNEY

Phone

6148992838

Tax Period

2023-09-01 to 2024-08-31

OAKSTONE HEALTH CENTER, founded in 2010, is a small nonprofit in the Health Care sector that reported $281K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Expenses of $327K exceeded revenue, resulting in a 17% operating deficit.

Mission

OAKSTONE HEALTH CENTER WAS FORMED TO SERVE AS A FULL SERVICE CLINIC SPECIALIZING IN THE MEDICAL AND THERAPEUTIC NEEDS OF CHILDREN WITH AUTISM SPECTRUM DISORDERS, THEIR FAMILIES, AND OTHERS IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $235,670 Revenue: $208,178

PROVIDED HEALTHCARE SERVICES FOR 1,904 PATIENT VISITS.

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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 $69,650

Program Service Revenue $194,293

Investment Income $0

Other Revenue $16,614

TOTAL REVENUE $280,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,609

Fundraising Expenses $0

Program Expenses $235,670

Other Expenses $139,290

TOTAL EXPENSES $326,899

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,557	$350,629	-0.2%
Expenses	$326,899	$319,624	+0.0%
Net Income	$-46,342	$31,005	-2.5%

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

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

$217,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LIKE	BOARD PRESIDENT	0.10	Officer Director	$0	$0	$0
ELLIOT BRODY	BOARD MEMBER	0.00	Director	$0	$0	$0
LORI OBERHOLZER	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
BRIAN MITCHELL	TREASURER	0.10	Officer Director	$0	$0	$0
KRISTEN KENNEY	MEDICAL DIRECTOR	30.00	Officer	$123,000	$3,000	$126,000
JOHANNA GLADMAN	CFO	1.00	Officer	$0	$0	$91,200

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	$280,557	$326,899	$37,307	$-46,342
2023	$350,629	$319,624	$62,839	$31,005
2022	$319,261	$325,092	$50,886	$-5,831
2021	$303,879	$304,993	$35,739	$-1,114
2020	$267,117	$279,328	$36,227	$-12,211
2019	$311,140	$303,012	$51,631	$8,128
2018	$429,036	$328,071	$45,570	$100,965