OAKS OF DUNN COUNTY INC

EIN: 391913323 501(c)(3)

OMAHA, NE

Total Revenue
$649,973
Total Expenses
$615,245
Total Assets
$2,064,479
Net Assets
$733,421
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
WI
Principal Officer
KRISTIN ROSSOW
Phone
4028963884
Tax Period
2023-07-01 to 2024-06-30

OAKS OF DUNN COUNTY INC, founded in 1998, is a small nonprofit that reported $650K in total revenue in fiscal year 2023. Expenses of $615K left a modest 5% surplus.

Mission

THE OAKS OF DUNN COUNTY PROVIDES SUPPORTED LIVING TO SENIORS LIVING IN MENOMONIE, WI. THE FACILITY OFFERS SECURE, ACCESSIBLE, AND MAINTENANCE-FREE HOMES IN A HOUSING COMPLEX WITH COMMON SPACE AND BASIC SERVICES, INCLUDING TRANSPORTATION, WEEKLY HOUSEKEEPING, LAUNDRY SERVICES, PLANNED ACTIVITIES, AND A DAILY MAIN MEAL. THE OAKS OF DUNN COUNTY IS AN AFFILIATE OF MOSAIC. MOSAIC IS A FAITH-BASED ORGANIZATION SERVING PEOPLE WITH DEVELOPMENTAL DISABILITIES SO THAT ALL MAY REALIZE GOD'S GIFT OF WHOLENESS OF LIFE. WE ARE GUIDED BY THE PRINCIPLE THAT "EVERY INDIVIDUAL IS A PERSON OF WORTH." MOSAIC'S STAFF MEMBERS AND VOLUNTEERS PROVIDE INDIVIDUALIZED SERVICES, LIVING OPTIONS, WORK CHOICES, SPIRITUAL NURTURING, AND ADVOCACY TO APPROXIMATELY 4,900 INDIVIDUALS IN MORE THAN 700 COMMUNITIES ACROSS 13 STATES. INTERESTED PEOPLE CAN FIND MORE INFORMATION REGARDING THE OAKS OF DUNN COUNTY AT WWW.MOSAICINFO.ORG OR BY CALLING 715-235-7793.

Program Service Accomplishments

Program 1
Expenses: $580,309 Revenue: $611,709

PROVIDE RESIDENTIAL HOUSING AND SUPPORTED LIVING TO SENIORS. THE FACILITY OFFERS SECURE, ACCESSIBLE, AND MAINTENANCE-FREE HOMES IN A HOUSING COMPLEX WITH COMMON SPACE AND BASIC SERVICES, INCLUDING...

Read more

PROVIDE RESIDENTIAL HOUSING AND SUPPORTED LIVING TO SENIORS. THE FACILITY OFFERS SECURE, ACCESSIBLE, AND MAINTENANCE-FREE HOMES IN A HOUSING COMPLEX WITH COMMON SPACE AND BASIC SERVICES, INCLUDING TRANSPORTATION, WEEKLY HOUSEKEEPING, LAUNDRY SERVICES, PLANNED ACTIVITIES, AND A DAILY MAIN MEAL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $611,709
Investment Income $38,264
Other Revenue $0
TOTAL REVENUE $649,973

Expense Breakdown

Grants Paid $0
Salaries & Benefits $242,315
Fundraising Expenses $0
Program Expenses $580,309
Other Expenses $372,930
TOTAL EXPENSES $615,245

Year-over-Year Comparison

2023 2022 Change
Revenue $649,973 $646,724 +0.0%
Expenses $615,245 $560,106 +0.1%
Net Income $34,728 $86,618 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
3
$668,583
Total Directors
3
$668,583
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTIN ROSSOW VICE PRESIDENT 0.10
Officer Director
$0 $26,896 $236,820
STACY MORTON PRESIDENT 0.10
Officer Director
$0 $26,897 $239,030
JULIE ZITTERGRUEN SECRETARY/TREASURER 0.10
Officer Director
$0 $26,058 $192,733
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
2024 $649,973 $615,245 $2,064,479 $34,728
2023 $646,724 $560,106 $2,722,231 $86,618
2022 $563,670 $584,564 $2,572,146 $-20,894
2021 $550,445 $504,668 $2,774,722 $45,777
2020 $497,426 $473,263 $2,641,095 $24,163
2019 $409,378 $460,582 $2,500,265 $-51,204
Explore More Nonprofits
Top 100 Nonprofits in Nebraska Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare OAKS OF DUNN COUNTY INC with other nonprofits in Nebraska and across the country.