OAK CREST RESIDENCE ASSOCIATION (EIN 362182083) - 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

1904

Legal Domicile

Principal Officer

SUSAN CINCINELLI

Phone

8477422255

Tax Period

2024-07-01 to 2025-06-30

OAK CREST RESIDENCE ASSOCIATION, founded in 1904, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $2.0M exceeded revenue, resulting in a 19% operating deficit.

Mission

LOW-COST HOUSING AND HEALTH CARE FOR THE ELDERLY

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,790

Program Service Revenue $1,602,553

Investment Income $55,485

Other Revenue $0

TOTAL REVENUE $1,670,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,052,519

Fundraising Expenses $4,910

Program Expenses $1,831,603

Other Expenses $942,132

TOTAL EXPENSES $1,994,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,670,828	$2,029,961	-0.2%
Expenses	$1,994,651	$2,263,348	-0.1%
Net Income	$-323,823	$-233,387	+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

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

$150,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET WALTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
PHILLIP WEISS	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN CINCINELLI	EXECUTIVE DIRECTOR	60.00	Officer	$150,577	$0	$150,577

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	$1,670,828	$1,994,651	$5,156,582	$-323,823
2024	No data	No data	No data	No data
2023	$2,312,747	$2,144,742	$5,872,516	$168,005
2022	$2,050,056	$1,795,903	$5,821,339	$254,153
2021	$1,835,582	$1,688,475	$5,861,183	$147,107
2020	$1,706,383	$1,757,966	$5,823,401	$-51,583
2019	$1,740,469	$1,778,440	$5,845,955	$-37,971

OAK CREST RESIDENCE ASSOCIATION