OAKWOOD FOUNDATION INC (EIN 391398037) - 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

1981

Legal Domicile

Principal Officer

CHRISTINE O'DONNELL

Phone

6082304699

Tax Period

2024-01-01 to 2024-12-31

OAKWOOD FOUNDATION INC, founded in 1981, is a community nonprofit in the Health Care sector that reported $3.0M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $458K, a strong 15% operating margin.

Mission

THE MISSION OF OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS.

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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 $1,588,804

Program Service Revenue $0

Investment Income $1,409,058

Other Revenue $0

TOTAL REVENUE $2,997,862

Expense Breakdown

Grants Paid $2,174,221

Salaries & Benefits $183,697

Fundraising Expenses $269,925

Program Expenses $2,174,221

Other Expenses $181,737

TOTAL EXPENSES $2,539,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,997,862	$3,296,677	-0.1%
Expenses	$2,539,655	$4,982,031	-0.5%
Net Income	$458,207	$-1,685,354	-1.3%

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

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

$1,092,917

Total Directors

Key Employees

$358,574

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH KRUGER	CHAIR	2.00	Officer Director	$0	$0	$0
DONNA ULTEIG	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ROD NORDBY	TREASURER	2.00	Officer Director	$0	$0	$0
LORI WERBECKES	SECRETARY	2.00	Officer Director	$0	$0	$0
SUE ULLSVIK	DIRECTOR	2.00	Director	$0	$0	$0
ED YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
BARB MCCARTHY	DIRECTOR	2.00	Director	$0	$0	$0
DONNA BEESTMAN	DIRECTOR	2.00	Director	$0	$0	$0
CHARLIE BUNGE	DIRECTOR	2.00	Director	$0	$0	$0
JANICE HAMILTON-CRAWFORD	CEO	2.00	Officer	$0	$13,399	$644,675
CHRISTINE O'DONNELL	CFO	2.00	Officer	$0	$8,649	$310,542
DAVID MOSSNER	EXECUTIVE DIRECTOR	40.00	Officer	$0	$28,726	$137,700
SUSAN RAFFERTY	CHIEF HUMAN RESOURCES OFFICER	2.00	Key Emp	$0	$16,092	$358,574

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	$2,997,862	$2,539,655	$18,264,383	$458,207
2023	$3,296,677	$4,982,031	$16,778,416	$-1,685,354
2022	$1,672,682	$6,327,106	$21,507,552	$-4,654,424
2021	$3,654,995	$1,721,809	$25,308,403	$1,933,186
2020	$2,416,929	$1,659,246	$22,102,250	$757,683
2019	$2,690,501	$2,502,447	$19,219,638	$188,054
2018	$2,856,581	$1,584,848	$17,140,119	$1,271,733

OAKWOOD FOUNDATION INC