Oakside Corporation (EIN 363166804) - 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

1982

Legal Domicile

Phone

8159331671

Tax Period

2023-01-01 to 2023-12-31

Oakside Corporation, founded in 1982, is a community nonprofit in the Health Care sector that reported $6.8M in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. Expenses of $6.0M left a modest 13% surplus.

Mission

To further the establishment, maintenance, and provision of a broad range of human services to individuals, institutions, and organizations that emphasize the treatment and prevention of disabling conditions.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,697,972

Investment Income $599,667

Other Revenue $131,877

TOTAL REVENUE $3,429,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,526

Fundraising Expenses $0

Program Expenses $2,956,376

Other Expenses $3,006,948

TOTAL EXPENSES $3,212,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,429,516	$3,039,573	+0.1%
Expenses	$3,212,474	$2,861,260	+0.1%
Net Income	$217,042	$178,313	+0.2%

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

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

$2,142,549

Total Directors

$2,298,236

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice Chairman	1.0	Officer Director	$0	$0	$0
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Chairman	1.0	Officer Director	$0	$0	$0
N/A	President/CEO	1.0	Officer Director	$0	$496,640	$1,608,631
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$50,464	$689,605
N/A	Director	1.0	Director	$0	$0	$0
N/A	Treasurer/CFO	1.0	Officer	$0	$60,367	$533,918
N/A	Former Officer	0.0		$0	$55,904	$235,356

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	No data	No data	No data	No data
2023	$3,429,516	$3,212,474	$32,086,948	$217,042
2022	$3,039,573	$2,861,260	$36,054,153	$178,313
2021	$4,167,749	$2,642,667	$39,456,685	$1,525,082
2020	$4,772,744	$3,529,420	$38,002,158	$1,243,324
2019	$6,866,715	$5,089,081	$36,021,194	$1,777,634
2018	$6,827,095	$5,953,042	$34,967,714	$874,053

Oakside Corporation