ONAMIA AREA ASSISTED LIVING

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

WENDY TRETTER

Phone

3205322002

Tax Period

2024-01-01 to 2024-12-31

ONAMIA AREA ASSISTED LIVING, founded in 2004, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.8M exceeded revenue, resulting in a 18% operating deficit.

Mission

THE PURPOSE OF ONAMIA ASSISTED LIVING (DBA LAKE SONG) IS TO PROVIDE ELDERLY PERSONS SUITABLE HOUSING FACILITIES AND SUPPORT SERVICES, INCLUDING ATTENTION TO THE POOR ELDERLY OF THE COUNTY.

Program Service Accomplishments

Program 1

Expenses: $1,609,560 Revenue: $1,480,830

PROVIDE HOUSING AND SUPPORT SERVICES FOR THE ELDERLY IN THE ONAMIA AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,000

Program Service Revenue $1,480,830

Investment Income $17,668

Other Revenue $0

TOTAL REVENUE $1,513,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $950,268

Fundraising Expenses $0

Program Expenses $1,609,560

Other Expenses $832,373

TOTAL EXPENSES $1,782,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,513,498	$1,502,979	+0.0%
Expenses	$1,782,641	$1,675,920	+0.1%
Net Income	$-269,143	$-172,941	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$40,623

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY TRETTER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JANELL HOLMQUIST	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JUDY WAYTASHEK	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE BODE	CONTROLLER/MEMBER	6.00	Officer Director	$0	$0	$0
PEGGY KOSCIENLNIAK	MEMBER	1.00	Director	$0	$0	$0
DENNIS HITZEMAN	MEMBER	1.00	Director	$0	$0	$0
JUSTIN PEDERSON	OAAL LAKESONG DIRECTOR	16.00	Officer	$40,623	$0	$40,623

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
2024	$1,513,498	$1,782,641	$750,622	$-269,143
2023	$1,502,979	$1,675,920	$1,102,157	$-172,941
2022	$1,497,352	$1,612,432	$1,277,444	$-115,080
2021	$1,367,992	$1,483,797	$1,634,271	$-115,805
2020	$1,426,729	$1,513,821	$1,639,927	$-87,092
2019	$1,296,999	$1,497,062	$1,799,974	$-200,063
2018	$1,454,229	$1,509,572	$2,034,776	$-55,343