OAK PARK-RIVER FOREST COMMUNITY FOUNDATION (EIN 364150724) - 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

1958

Legal Domicile

Principal Officer

ANTONIO MARTINEZ JR

Phone

7088481560

Tax Period

2023-07-01 to 2024-06-30

OAK PARK-RIVER FOREST COMMUNITY FOUNDATION, founded in 1958, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 24% operating margin.

Mission

UNITE COMMUNITY MEMBERS TO MOBILIZE RESOURCES TO ADVANCE A RACIALLY JUST SOCIETY AND EQUITABLE OUTCOMES FOR RESIDENTS OF OAK PARK, RIVER FOREST AND SURROUNDING COMMUNITIES.

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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 $4,381,521

Program Service Revenue $100,477

Investment Income $1,637,261

Other Revenue $0

TOTAL REVENUE $6,119,259

Expense Breakdown

Grants Paid $3,417,257

Salaries & Benefits $647,132

Fundraising Expenses $185,874

Program Expenses $4,016,985

Other Expenses $566,630

TOTAL EXPENSES $4,631,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,119,259	$4,998,949	+0.2%
Expenses	$4,631,019	$5,450,525	-0.2%
Net Income	$1,488,240	$-451,576	-4.3%

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

$289,508

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY TURNER	CHAIR	5.00	Officer Director	$0	$0	$0
DOUGLAS DIXON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
PHIL HAUSKEN	SECRETARY	5.00	Officer Director	$0	$0	$0
KEVIN ROBINSON	TREASURER	5.00	Officer Director	$0	$0	$0
IV ASHTON	DIRECTOR	3.00	Director	$0	$0	$0
ALEJANDRO BODIPO-MEMBA	DIRECTOR	3.00	Director	$0	$0	$0
TIFFINY BOLDEN	DIRECTOR	3.00	Director	$0	$0	$0
DENISE BURNS	DIRECTOR	3.00	Director	$0	$0	$0
ANA GARCIA DOYLE	DIRECTOR	3.00	Director	$0	$0	$0
JON HALE	DIRECTOR	3.00	Director	$0	$0	$0
SARAH JOLIE	DIRECTOR	3.00	Director	$0	$0	$0
LISA JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM PLANEK	DIRECTOR	3.00	Director	$0	$0	$0
TAWFIQ FARRAJ	DIRECTOR	3.00	Director	$0	$0	$0
MARIO LUCERO	DIRECTOR	3.00	Director	$0	$0	$0
ANTONIO MARTINEZ JR	PRESIDENT AND CEO	40.00	Officer	$193,679	$14,644	$208,323
SHERYL MARTIN	CHIEF FINANCIAL OFFICER	24.00	Officer	$78,239	$2,946	$81,185

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	$6,119,259	$4,631,019	$55,643,298	$1,488,240
2023	$4,998,949	$5,450,525	$49,948,656	$-451,576
2022	$6,349,877	$4,357,068	$45,848,497	$1,992,809
2021	$12,623,010	$3,979,881	$52,419,162	$8,643,129
2019	$5,461,015	$3,879,272	$42,491,684	$1,581,743
2018	$5,900,757	$4,088,198	$35,869,852	$1,812,559

OAK PARK-RIVER FOREST COMMUNITY FOUNDATION