Oasis NC (EIN 275002032) - 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

2011

Legal Domicile

Principal Officer

Erika Merriman

Phone

9107694586

Tax Period

2025-01-01 to 2025-06-30

Oasis NC, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $644K in total revenue in fiscal year 2025. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $557K left a modest 14% surplus.

Mission

OASIS NC provides educational support and services for autistic individuals.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,150

Program Service Revenue $637,852

Investment Income $3,520

Other Revenue $100

TOTAL REVENUE $643,622

Expense Breakdown

Grants Paid $16,901

Salaries & Benefits $413,312

Fundraising Expenses $0

Program Expenses $442,899

Other Expenses $126,381

TOTAL EXPENSES $556,594

Year-over-Year Comparison

	2025	2024	Change
Revenue	$643,622	$1,143,696	-0.4%
Expenses	$556,594	$1,163,864	-0.5%
Net Income	$87,028	$-20,168	-5.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Blair Kutrow	President	1.00	Officer Director	$0	$0	$0
Susan Catapano	Director	1.00	Director	$0	$0	$0
Carr Bender	Director	1.00	Director	$0	$0	$0
Erika Merriman	Executive DirectorTreasurer	40.00	Officer Director	$0	$0	$0
Kim Reinhardt	Program CoordinatorSecretary	40.00	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	$643,622	$556,594	$421,600	$87,028
2024	$1,143,696	$1,163,864	$364,973	$-20,168
2023	$1,155,711	$965,566	$683,063	$190,145
2022	$770,037	$780,070	$177,268	$-10,033
2021	$688,481	$643,864	$179,774	$44,617
2020	$527,620	$508,024	$186,271	$19,596
2019	$398,368	$387,312	$118,194	$11,056
2018	$422,999	$380,440	$110,569	$42,559

Oasis NC