OAKLAWN FOUNDATION FOR MENTAL HEAL… - Form 990 Financial Data

🔒

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

1966

Legal Domicile

Principal Officer

LAURIE N NAFZIGER

Phone

5745331234

Tax Period

2024-07-01 to 2025-06-30

OAKLAWN FOUNDATION FOR MENTAL HEALTH IN, founded in 1966, is a small nonprofit that reported $920K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Net assets of $5.4M represent 70 months of operating reserves.

Mission

TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC.

Program Service Accomplishments

Program 1

Expenses: $952,495

THE FOUNDATION GRANTED A TOTAL OF $952,495 TO THE OPERATIONAL SUPPORT OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. INCLUDING THE FOLLOWING:OTHER PROGRAM SUPPORT: $597,608CAMP MARIPOSA...

THE FOUNDATION GRANTED A TOTAL OF $952,495 TO THE OPERATIONAL SUPPORT OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. INCLUDING THE FOLLOWING:OTHER PROGRAM SUPPORT: $597,608CAMP MARIPOSA: $138,898PARTNERSHIP FOR CHILDREN: $173,784SYSTEM OF CARE: $42,205

Program 2

THE ORGANIZATION SEEKS TO BUILD AWARENESS AND BRING RESOURCES TO THE COMMUNITY BY ASSISTING IN THE FUNDING AND ORGANIZING OF COMMUNITY LEARNING EVENTS. DURING THE PAST YEAR THE EVENT INCLUDED THE...

THE ORGANIZATION SEEKS TO BUILD AWARENESS AND BRING RESOURCES TO THE COMMUNITY BY ASSISTING IN THE FUNDING AND ORGANIZING OF COMMUNITY LEARNING EVENTS. DURING THE PAST YEAR THE EVENT INCLUDED THE FOLLOWING:SPRING EVENT OAKLAWN'S GOT TALENT

🔒

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 $834,281

Program Service Revenue $0

Investment Income $147,356

Other Revenue $-61,833

TOTAL REVENUE $919,804

Expense Breakdown

Grants Paid $952,495

Salaries & Benefits $0

Fundraising Expenses $6,401

Program Expenses $952,495

Other Expenses $6,401

TOTAL EXPENSES $958,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$919,804	$1,644,338	-0.4%
Expenses	$958,896	$810,840	+0.2%
Net Income	$-39,092	$833,498	-1.0%

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

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

$467,994

Total Directors

$380,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN VERMEESCH	PRESIDENT	0.50	Officer Director	$0	$0	$0
LUCAS LANDIS	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
SUSAN BARTUSH	BOARD SECRETARY	0.50	Officer Director	$0	$0	$0
MINDA CLEMENS THOMAS	VICE CHAIR	0.50	Director	$0	$0	$0
ANGELA EGGERING	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON HERTEL	BOARD MEMBER	0.50	Director	$0	$0	$0
CRAIG HEATHERLY	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHELLE PETERS	BOARD MEMBER	0.50	Director	$0	$0	$0
CHAD STOLTZFUS	BOARD MEMBER	0.50	Director	$0	$0	$0
DONALD STOHLER	BOARD MEMBER	0.50	Director	$0	$0	$0
PHIL TOM	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSEPH THOMPSON	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNN MORRIS	BOARD MEMBER	0.50	Director	$0	$0	$0
PATTY YATES	BOARD MEMBER PARTIAL TERM	0.50	Director	$0	$0	$0
GLENN STUTZMAN	BOARD MEMBER PARTIAL TERM	0.50	Director	$0	$0	$0
MARISSA ODOM	BOARD MEMBER PARTIAL TERM	0.50	Director	$0	$0	$0
LAURIE NAFZIGER	CEO/BOARD MEMBER	0.50	Officer Director	$0	$56,350	$380,920
GEORGE NICKELL	BOARD MEMBER PARTIAL TERM	0.50	Director	$0	$0	$0
CHRISTINA CLAUSS	BOARD MEMBER PARTIAL TERM	0.50	Director	$0	$0	$0
BETH WEBER	BOARD MEMBER (PARTIAL TERM BEG FY25)	0.50	Director	$0	$0	$0
KARI TARMAN	EXEC. DIRECTOR	24.00	Officer	$0	$20,457	$87,074

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	$919,804	$958,896	$5,748,206	$-39,092
2024	No data	No data	No data	No data
2023	$778,888	$1,688,125	$4,290,017	$-909,237
2022	$1,816,783	$658,008	$4,944,820	$1,158,775
2021	$983,084	$416,061	$5,051,611	$567,023
2020	$818,820	$577,616	$3,664,065	$241,204
2019	$571,944	$417,954	$3,573,902	$153,990
2018	$835,672	$435,317	$3,383,315	$400,355

OAKLAWN FOUNDATION FOR MENTAL HEALTH IN