PRESBYTERIAN OAKS II INC (EIN 300168861) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

DR JIMMY DAVIS

Phone

2059331020

Tax Period

2024-04-01 to 2025-03-31

PRESBYTERIAN OAKS II INC, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $177K in total revenue in fiscal year 2019. Expenses of $226K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO PROVIDE LOW INCOME HOUSING OPPORTUNITIES FOR ELDERLY RESIDENTS OF TALLADEGA, ALABAMA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $230,276

Investment Income $225

Other Revenue $0

TOTAL REVENUE $230,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,980

Fundraising Expenses $0

Program Expenses $226,788

Other Expenses $216,528

TOTAL EXPENSES $257,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,501	$214,379	+0.1%
Expenses	$257,508	$242,263	+0.1%
Net Income	$-27,007	$-27,884	0.0%

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

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
DR JIMMY DAVIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
CATHE JACOBS	BOARD MEMEBE	0.00	Director	$0	$0	$0
DEDE ELLIOT	BOARD MEMBER	0.00	Director	$0	$0	$0
LEANN SCARBROUGH	BOARD MEMBER	0.00	Director	$0	$0	$0
DALE WALLER	BOARD MEMBER	0.00	Director	$0	$0	$0
MILLIE CHASTAIN	BOARD MEMBER	0.00	Director	$0	$0	$0
DOUG MARSHALL	BOARD MEMBER	0.00	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
2025	$230,501	$257,508	$1,171,384	$-27,007
2024	$214,379	$242,263	$1,188,570	$-27,884
2023	$207,384	$241,269	$1,217,158	$-33,885
2022	$194,012	$230,150	$1,249,721	$-36,138
2021	$184,088	$223,484	$1,295,433	$-39,396
2020	$176,519	$225,999	$1,330,761	$-49,480

PRESBYTERIAN OAKS II INC