OAKWOOD LODGE INC

EIN: 412095683 501(c)(3)

MINNEAPOLIS, MN

Total Revenue
$765,534
Total Expenses
$59,231
Total Assets
$316,150
Net Assets
$316,150
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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
MN
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.

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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 (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

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Governance

Voting Members
3
Independent Members
3
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
4
$163,309
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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