OAKWOOD LODGE INC

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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

2003

Legal Domicile

Principal Officer

KAREN JOHNSTON

Phone

6128713320

Tax Period

2018-01-01 to 2018-12-31

OAKWOOD LODGE INC, founded in 2003, is a small nonprofit that reported $766K in total revenue in fiscal year 2018. The organization ran a surplus of $706K, a strong 92% operating margin.

Mission

PROVIDES RESIDENTIAL HOUSING FOR SERIOUS AND PERSISTENT MENTALLY ILL MOTHERS AND THEIR DEPENDENT CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $59,231

CLIENTS NO LONGER LIVE AT OAKWOOD LODGE AND THE BUILDING WAS SOLD IN 2018.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $758,942

Other Revenue $6,592

TOTAL REVENUE $765,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,231

Other Expenses $59,231

TOTAL EXPENSES $59,231

Year-over-Year Comparison

	2018	2017	Change
Revenue	$765,534	N/A	N/A
Expenses	$59,231	$53,117	+0.1%
Net Income	$706,303	$-53,117	-14.3%

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

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

$163,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA KUBALSKY	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM HERRING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
HEATHER ERICKSON	SECRETARY/TREAS	2.00	Officer Director	$0	$0	$0
KAREN JOHNSTON	EXECUTIVE DIR.	40.00	Officer	$0	$12,340	$163,309

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
2018	$765,534	$59,231	$316,150	$706,303