WHITE OAK HOUSING FOUNDATION (EIN 311579244) - 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

1997

Legal Domicile

Principal Officer

JOSEPH SIMONESCHI

Phone

8187822211

Tax Period

2022-07-01 to 2023-06-30

WHITE OAK HOUSING FOUNDATION, founded in 1997, is a micro nonprofit in the Human Services sector that reported $98K in total revenue in fiscal year 2022. Expenses of $153K exceeded revenue, resulting in a 55% operating deficit.

Mission

TO PROVIDE HOUSING AND SUPPORT SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $90,510

Program Service Revenue $7,561

Investment Income $362

Other Revenue $0

TOTAL REVENUE $98,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,683

Other Expenses $152,771

TOTAL EXPENSES $152,771

Year-over-Year Comparison

	2022	2021	Change
Revenue	$98,433	$93,113	+0.1%
Expenses	$152,771	$132,426	+0.2%
Net Income	$-54,338	$-39,313	+0.4%

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

$712,445

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL MILLER	PRESIDENT	0.30	Officer Director	$0	$0	$0
MARGARET ROSE SCHULTZ	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
BRANDON FEITELSON	SECRETARY/TREASURER	0.30	Officer Director	$0	$0	$0
KEVIN P MCCARTHY	DIRECTOR	0.30	Director	$0	$0	$0
LORI ANDERSON	CEO	1.00	Officer	$0	$61,000	$712,445

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	No data	No data	No data	No data
2023	$98,433	$152,771	$532,756	$-54,338
2022	$93,113	$132,426	$484,582	$-39,313
2021	$98,512	$136,983	$499,085	$-38,471
2020	$104,860	$125,281	$505,692	$-20,421
2019	$101,223	$111,745	$525,089	$-10,522

WHITE OAK HOUSING FOUNDATION