OAK MEADOWS (EIN 411823545) - 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

1995

Legal Domicile

Principal Officer

JOHN KUHRMEYER

Phone

6515780676

Tax Period

2023-01-01 to 2023-12-31

OAK MEADOWS, founded in 1995, is a community nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

PROVIDE INDEPENDENT, ASSISTED AND MEMORY CARE HOUSING AND SERVICES TO SENIORS.

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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 $28,767

Program Service Revenue $5,538,864

Investment Income $9,617

Other Revenue $102,460

TOTAL REVENUE $5,679,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,325,331

Fundraising Expenses $0

Program Expenses $5,027,725

Other Expenses $2,678,742

TOTAL EXPENSES $6,004,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,679,708	$5,063,121	+0.1%
Expenses	$6,004,073	$5,901,985	+0.0%
Net Income	$-324,365	$-838,864	-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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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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN KUHRMEYER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH OMARA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY WILFORD	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY NEUBAUER	SECRETARY	1.00	Officer Director	$0	$0	$0
VI LINCOWSKI	DIRECTORS	1.00	Director	$0	$0	$0
DENNIS PETERSON	DIRECTORS	1.00	Director	$0	$0	$0
ROGER J CORNETTO	DIRECTORS	1.00	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	No data	No data	No data	No data
2023	$5,679,708	$6,004,073	$7,401,892	$-324,365
2022	$5,063,121	$5,901,985	$7,724,559	$-838,864
2021	$3,996,989	$4,741,526	$8,408,001	$-744,537
2020	$3,414,603	$3,560,539	$9,389,810	$-145,936
2019	$3,545,733	$3,578,965	$9,682,959	$-33,232
2018	$3,499,612	$3,469,734	$9,964,994	$29,878

OAK MEADOWS