OAKWOOD FOUNDATIONINC (EIN 351893123) - 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

1994

Legal Domicile

Principal Officer

LARRY LANE

Phone

5744578400

Tax Period

2018-01-01 to 2018-12-31

OAKWOOD FOUNDATIONINC, founded in 1994, is a small nonprofit in the Religion sector that reported $154K in total revenue in fiscal year 2018. Expenses of $201K exceeded revenue, resulting in a 30% operating deficit.

Mission

DEVELOPING, PROMOTING, AND ASSISTING WITH THE PRODUCTION AND PROMOTION OF PROGRAMMING THAT FOCUSES ON PERFORMING AND VISUAL ARTS, EDUCATION, RECREATION, AND RELIGIOUS ACTIVITIES AT LOCATIONS IN NORTHERN INDIANA, INCLUDING, BUT NOT LIMITED TO, ON THE REAL ESTATE AND IMPROVEMENTS COMMONLY KNOWN AS THE OAKWOOD INN AND CONFERENCE CENTER IN SYRACUSE, INDIANA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $95,227

Program Service Revenue $59,096

Investment Income $0

Other Revenue $0

TOTAL REVENUE $154,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,293

Other Expenses $201,293

TOTAL EXPENSES $201,293

Year-over-Year Comparison

	2018	2017	Change
Revenue	$154,323	$158,769	0.0%
Expenses	$201,293	$164,612	+0.2%
Net Income	$-46,970	$-5,843	+7.0%

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
STEPHEN WALKER	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
ANN STRONG	DIRECTOR	1.00	Director	$0	$0	$0
LARRY LANE	DIRECTOR	3.00	Officer Director	$0	$0	$0
JR PARENT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD THRAPP	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GABRIEL	DIRECTOR	1.00	Director	$0	$0	$0
MARY MORETTO	DIRECTOR	3.00	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
2018	$154,323	$201,293	$100,298	$-46,970

OAKWOOD FOUNDATIONINC