OAKLAND FAMILY SERVICES (EIN 381358388) - 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

1921

Legal Domicile

Principal Officer

JAIMIE CLAYTON

Phone

2488587766

Tax Period

2023-10-01 to 2024-09-30

OAKLAND FAMILY SERVICES, founded in 1921, is a mid-sized nonprofit in the Human Services sector that reported $13.5M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE QUALITY TREATMENT, EDUCATION AND PREVENTION SERVICES TO MEET HUMAN SERVICE NEEDS IN THE COMMUNITY

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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 $7,789,312

Program Service Revenue $5,148,410

Investment Income $508,990

Other Revenue $71,392

TOTAL REVENUE $13,518,104

Expense Breakdown

Grants Paid $1,408,806

Salaries & Benefits $9,209,624

Fundraising Expenses $537,276

Program Expenses $12,156,159

Other Expenses $3,304,923

TOTAL EXPENSES $13,923,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,518,104	$12,336,650	+0.1%
Expenses	$13,923,353	$13,603,991	+0.0%
Net Income	$-405,249	$-1,267,341	-0.7%

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

225

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

$221,921

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JD CARLSON	DIRECTOR	0.22	Director	$0	$0	$0
BRUCE COLASANTI	DIRECTOR	0.22	Director	$0	$0	$0
PAUL DEROCHE	DIRECTOR	0.22	Director	$0	$0	$0
WENDY ROE	DIRECTOR	0.22	Director	$0	$0	$0
GUY GORDON	DIRECTOR	0.22	Director	$0	$0	$0
STEPHEN R GUIDOS	DIRECTOR	0.22	Director	$0	$0	$0
SYLVIA J HAGENLOCKER	DIRECTOR	0.22	Director	$0	$0	$0
SAMUEL KAPLUNOV	DIRECTOR	0.22	Director	$0	$0	$0
MICHAEL C KILLIAN	DIRECTOR	0.22	Director	$0	$0	$0
MICHAEL R KRAMER	DIRECTOR	0.22	Director	$0	$0	$0
JEFFREY LEV	DIRECTOR	0.22	Director	$0	$0	$0
RENEE LOSH	DIRECTOR	0.22	Director	$0	$0	$0
ELIZABETH W METER	DIRECTOR	0.22	Director	$0	$0	$0
DR TIMOTHY R MEYER	DIRECTOR	0.22	Director	$0	$0	$0
JASON MONAHAN	DIRECTOR	0.22	Director	$0	$0	$0
KATHLEEN LYND	DIRECTOR	0.22	Director	$0	$0	$0
ANDREA PENNINGTON	DIRECTOR	0.22	Director	$0	$0	$0
STEPHEN PICKETT	DIRECTOR	0.22	Director	$0	$0	$0
ROBERT W SCHARFF	DIRECTOR	0.22	Director	$0	$0	$0
KENNETH WHIPPLE	DIRECTOR	0.22	Director	$0	$0	$0
DEE WRIGHT-MASILOTTI	DIRECTOR	0.22	Director	$0	$0	$0
SHELLEY HULGRAVE	DIRECTOR	0.22	Director	$0	$0	$0
KAITLYN MORTIERE	DIRECTOR	0.22	Director	$0	$0	$0
JAIMIE CLAYTON	PRESIDENT & CEO	40.00	Officer	$206,260	$15,661	$221,921
RON HILLARD	IMMEDIATE PAST CHAIRMAN	0.22	Officer	$0	$0	$0
BRIAN L NEWMAN	CHAIRMAN	0.22	Officer	$0	$0	$0
JEFFREY VLASIC	SECRETARY	0.22	Officer	$0	$0	$0
JAY WACHOWICZ	VICE CHAIRMAN	0.22	Officer	$0	$0	$0
TED WILLETT	TREASURER	0.22	Officer	$0	$0	$0
EMILY STEFANIC	PHYSICIAN ASSISTANT	37.50	Highest	$157,961	$9,147	$167,108
JULIE MISON	SR VP OF EMPLOYEE ENGAGEMENT AND ORG	37.50	Highest	$130,935	$27,234	$158,169
NATALIE MARCHIONE	VP OF QUALITY AND PLANNING	37.50	Highest	$113,548	$7,249	$120,797
DAVID M TINDALL	VP OF DEVELOPMENT	37.50	Highest	$103,944	$369	$104,313
ELIZABETH KELLOGG	VP OF ADMINISTRATIVE SERVICES	37.50	Highest	$108,978	$83	$109,061

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	$13,518,104	$13,923,353	$5,498,635	$-405,249
2023	$12,336,650	$13,603,991	$5,602,041	$-1,267,341
2022	$13,805,046	$13,374,525	$6,566,624	$430,521
2021	$14,975,471	$13,147,666	$6,694,164	$1,827,805
2021	$14,975,471	$13,147,666	$6,694,164	$1,827,805
2020	$13,556,364	$13,177,425	$6,670,316	$378,939
2019	$13,737,894	$13,067,779	$4,694,391	$670,115
2018	$13,049,193	$12,369,962	$4,431,104	$679,231

OAKLAND FAMILY SERVICES