OAKLAND LIVINGSTON HUMAN SERVICE AGENCY (EIN 381785665) - 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

1964

Legal Domicile

Principal Officer

SUSAN HARDING

Phone

2482092600

Tax Period

2023-01-01 to 2023-12-31

OAKLAND LIVINGSTON HUMAN SERVICE AGENCY, founded in 1964, is a mid-sized nonprofit in the Human Services sector that reported $28.9M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

TO ENABLE THE LOW INCOME, ELDERLY AND DISABLED OF OAKLAND AND LIVINGSTON COUNTY TO BECOME MORE SELF-SUFFICIENT.

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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 $27,949,456

Program Service Revenue $904,966

Investment Income $114,947

Other Revenue $-54,386

TOTAL REVENUE $28,914,983

Expense Breakdown

Grants Paid $5,976,838

Salaries & Benefits $13,107,606

Fundraising Expenses $126,824

Program Expenses $26,124,810

Other Expenses $9,653,109

TOTAL EXPENSES $28,737,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,914,983	$34,204,289	-0.2%
Expenses	$28,737,553	$34,084,449	-0.2%
Net Income	$177,430	$119,840	+0.5%

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

472

Volunteers

227

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

$325,788

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KHALFANI STEPHENS	BOARD CHAIRPERSON	2.00	Officer Director	$0	$0	$0
BRENT EARL	BOARD VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DOUGLAS WILLIAMS	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
JANET JACKSON	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
JOE DEL MORONE	BOARD MEMBER	2.00	Director	$0	$0	$0
FARIS ALAMI	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN BERRYMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
VINCENT ACERON	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUGLAS HELZERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
PHYLLIS MCMILLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
COLEMAN YOAKUM	BOARD MEMBER	2.00	Director	$0	$0	$0
JANISE JORDAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELA POWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBBIE MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
PATTY SOMA	BOARD MEMBER	2.00	Director	$0	$0	$0
HOLBERT MAXEY	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA STRASKE	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLEN TERPENING	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRI SNYDER	BOARD MEMBER	2.00	Director	$0	$0	$0
YOHNNES BOLDS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHY DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
CRYSTAL SZELAP	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN WHITE	BOARD MEMBER	2.00	Director	$0	$0	$0
TONY SOMA	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN HARDING	CEO	40.00	Officer	$144,360	$35,650	$180,010
BRADLEY MICHAUD	CFO	40.00	Officer	$132,766	$13,012	$145,778
JAMES COLE	TECHNOLOGY MANAGER	40.00	Highest	$122,782	$42,411	$165,193
WILLIAM PAGEN	TECHNOLOGY DIRECTOR	40.00	Highest	$144,685	$28,251	$172,936

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	$28,914,983	$28,737,553	$15,496,594	$177,430
2022	$34,204,289	$34,084,449	$16,281,516	$119,840
2021	$40,800,569	$40,560,135	$13,027,900	$240,434
2020	$26,901,997	$27,028,069	$10,749,548	$-126,072
2019	$26,280,514	$26,456,028	$9,682,764	$-175,514
2018	$26,425,278	$26,657,170	$9,061,724	$-231,892

OAKLAND LIVINGSTON HUMAN SERVICE AGENCY