OAKLEAF ENDOWMENT TRUST FOR THE WA… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

MARY POLTA

Phone

6123397151

Tax Period

2018-01-01 to 2018-12-31

OAKLEAF ENDOWMENT TRUST FOR THE WALKER ART CENTER, founded in 1998, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2018. Revenue surged 208% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 57% operating margin.

Mission

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE WALKER ART CENTER.

Program Service Accomplishments

Program 1

Expenses: $1,158,028

TO ASSIST WITH THE DAILY OPERATIONS AND MAINTAIN AND ENHANCE THEQUALITY OF THE WALKER ART CENTER. ENDOWMENT REVENUE IS COMPOSED OFCONTRIBUTIONS AND INVESTMENT INCOME.

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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 $3,189,170

Other Revenue $0

TOTAL REVENUE $3,189,170

Expense Breakdown

Grants Paid $1,158,028

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,158,028

Other Expenses $226,347

TOTAL EXPENSES $1,384,375

Year-over-Year Comparison

	2018	2017	Change
Revenue	$3,189,170	$1,036,682	+2.1%
Expenses	$1,384,375	$1,450,240	0.0%
Net Income	$1,804,795	$-413,558	-5.4%

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

$217,447

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY POLTA	CHAIR	0.50	Director	$0	$19,678	$217,447
PATRICK DENZER	TRUSTEE	0.50	Director	$0	$0	$0
SIMA GRIFFITH	TRUSTEE	0.50	Director	$0	$0	$0
ANDREW DUFF	TRUSTEE	0.50	Director	$0	$0	$0
JOHN WHALEY	TRUSTEE	0.50	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
2018	$3,189,170	$1,384,375	No data	$1,804,795

OAKLEAF ENDOWMENT TRUST FOR THE WALKER ART CENTER