HOMES OF OAKRIDGE HUMAN SERVICES (EIN 421311721) - 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

1993

Legal Domicile

Principal Officer

ANDREA MCGUIRE

Phone

5152447702

Tax Period

2024-01-01 to 2024-12-31

HOMES OF OAKRIDGE HUMAN SERVICES, founded in 1993, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2024.

Mission

ASSIST RESIDENTS WITH EDUCATIONAL, CULTURAL, NUTRITIONAL, & SOCIAL SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,855,399

Program Service Revenue $884,423

Investment Income $27,260

Other Revenue $49,923

TOTAL REVENUE $3,817,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,024,575

Fundraising Expenses $237,455

Program Expenses $3,076,915

Other Expenses $1,058,604

TOTAL EXPENSES $4,083,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,817,005	$3,823,067	0.0%
Expenses	$4,083,179	$4,282,853	0.0%
Net Income	$-266,174	$-459,786	-0.4%

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

170

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

$419,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN CLAYTON	VP OF FINANC	40.00	Officer	$136,424	$55,164	$191,588
PATRICIA PALMER	VP OF HOUSIN	40.00	Officer	$104,423	$29,660	$134,083
TEREE CALDWELL-JOHNSON LEFT MARCH	PAST PRESIDE	40.00	Officer	$47,943	$6,537	$54,480
DEIDRE DEJEAR	PRESIDENT &	40.00	Officer	$38,897	$564	$39,461
KUUKU SAAH	DIRECTOR	0.50	Director	$0	$0	$0
DIANA DUBUISSON	DIRECTOR	0.50	Director	$0	$0	$0
NALO JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
RONA BERINOBIS	DIRECTOR	0.50	Director	$0	$0	$0
DEIDRE WILLIAMS	DIRECTOR	0.50	Director	$0	$0	$0
ALBERT FARR	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA FEENEY	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY V HAIGHT	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL A HUTNEY	DIRECTOR	1.00	Director	$0	$0	$0
MARCY BAKER	DIRECTOR	0.50	Director	$0	$0	$0
KENT A KRAMER	DIRECTOR	0.50	Director	$0	$0	$0
JOYCE MCDANEL	DIRECTOR	1.00	Director	$0	$0	$0
ERIN KUHL	DIRECTOR	1.00	Director	$0	$0	$0
MARY JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
MATT HANEY	DIRECTOR	1.00	Director	$0	$0	$0
CAROL BODENSTEINER	DIRECTOR	0.50	Director	$0	$0	$0
SHARON GADDY-HANNA	DIRECTOR	0.50	Director	$0	$0	$0
JAMIE BUELT	DIRECTOR	1.00	Director	$0	$0	$0
PETER NGO LEFT MAY 2024	DIRECTOR	0.50	Director	$0	$0	$0
EMILY LEMAY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK WILTSE	TREASURER	2.00	Officer Director	$0	$0	$0
SKYLAR MAYBERRY-MAYES	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANDREA MCGUIRE	PRESIDENT	3.00	Officer Director	$0	$0	$0
MARTINE OLSON-DANIEL	IMM. PAST PR	1.00	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	$3,817,005	$4,083,179	$4,371,412	$-266,174
2023	$3,823,067	$4,282,853	$4,634,275	$-459,786
2022	$4,355,824	$3,987,777	$8,487,865	$368,047
2021	$4,104,662	$3,416,815	$8,091,762	$687,847
2020	$3,052,906	$2,838,055	$7,280,008	$214,851
2019	$2,426,457	$2,855,645	$7,112,679	$-429,188
2018	$2,717,087	$2,784,941	$7,471,974	$-67,854

HOMES OF OAKRIDGE HUMAN SERVICES