OAKLAWN HARMONY CENTRE INC

EIN: 391983677 501(c)(3) Human Services

MENOMONIE, WI

Total Revenue
$121,441
Total Expenses
$141,987
Total Assets
$1,629,412
Net Assets
$676,099
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
WI
Principal Officer
RENEE SURDICK
Phone
7152322597
Tax Period
2024-01-01 to 2024-12-31

OAKLAWN HARMONY CENTRE INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $121K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $142K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE OAKLAWN FARMONY CENTRE, INC SHALL BUILD UPON THE QUALITY OF THE COMMUNITY FOR THE PURPOSE OF CREATING SEAMLESS SERVICES BY STRENGTHING PARTNERSHIP, AND INCREASING COLLABORATION AMONG NON-PROFIT ORGANIZATIONS ADDESSING ISSUES OF POVERTY FACED BY INDIVIDUALS WHO LIVE AND WORK IN THE COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $136,864 Revenue: $121,441

ORGANIZATIONS IN THE BUILDING CONTINUE TO MAKE STRIDES IN STREAMLINING FAMILIES AND INDIVIDUALS NEEDS TOGETHER. AT THIS TIME WE HAVE TEN ORGANIZATIONS IN THE BUILDING. HEAD START IS A GOOD ADVOCATE...

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ORGANIZATIONS IN THE BUILDING CONTINUE TO MAKE STRIDES IN STREAMLINING FAMILIES AND INDIVIDUALS NEEDS TOGETHER. AT THIS TIME WE HAVE TEN ORGANIZATIONS IN THE BUILDING. HEAD START IS A GOOD ADVOCATE OF THEIR FAMILIES AND REACHES OUT TO CONNECT TO SERVICES THAT WILL INCREASE THE QUALITY OF LIFE. LEAPS AND BOUNDS IS REDUCING THE EFFECTS OF POVERTY BY TAKING CHILDREN TO THE DENTAL CLINIC, GETTING CLOTHING OR HOME FURNISHINGS, SETTING UP DAY CARE FOR CHILDREN AFTER SCHOOL. HEAD START AND DAY CARE SHARE THE PLAYGROUND

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $121,441
Investment Income $0
Other Revenue $0
TOTAL REVENUE $121,441

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $136,864
Other Expenses $141,987
TOTAL EXPENSES $141,987

Year-over-Year Comparison

2024 2023 Change
Revenue $121,441 $153,088 -0.2%
Expenses $141,987 $201,358 -0.3%
Net Income $-20,546 $-48,270 -0.6%
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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Governance

Voting Members
5
Independent Members
5
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
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RENEE SURDICK PRESIDENT 004.00
Officer Director
$0 $0 $0
LADAN BREWE TREASURER 002.00
Officer Director
$0 $0 $0
LARRY JESS CONSULTANT 001.00
Director
$0 $0 $0
CHERI JACOBSON CENTER DIRECTOR 006.00
Director
$0 $0 $0
TERESE WENTWORTH VICE PRESIDENT/SECRETARY 001.00
Officer Director
$0 $0 $0
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 $121,441 $141,987 $1,629,412 $-20,546
2023 $153,088 $201,358 $1,712,320 $-48,270
2022 $191,063 $178,000 $1,832,872 $13,063
2021 $202,296 $224,300 $1,878,209 $-22,004
2020 $208,257 $170,693 $1,946,376 $37,564
2019 $194,273 $215,545 $1,970,276 $-21,272
2018 $164,427 $178,749 $2,045,841 $-14,322
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