URBAN OAK INITIATIVE (EIN 431761803) - 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

1996

Legal Domicile

Phone

4047902073

Tax Period

2024-01-01 to 2024-12-31

URBAN OAK INITIATIVE, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $255K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

Fight Obesity Diabetes and Other Chronic Illnesses

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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 $255,226

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $255,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,719

Fundraising Expenses $12,500

Other Expenses $92,452

TOTAL EXPENSES $254,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$255,226	$200,916	+0.3%
Expenses	$254,671	$126,365	+1.0%
Net Income	$555	$74,551	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacqueline McGee	Executive	4	Director	$0	$0	$0
Malcolm Townes	Vice Chairman	4	Officer Director	$0	$0	$0
Lisa Robinson	Secretary	4	Officer Director	$0	$0	$0
Jamie Swift	Member	4	Director	$0	$0	$0
Melica Bennett	Member	4	Director	$0	$0	$0
Jasmyn Howell	Member	4	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
2025	No data	No data	No data	No data
2024	$255,226	$254,671	No data	$555
2023	$200,916	$126,365	No data	$74,551
2022	$115,229	$115,229	No data	No data
2021	$100,954	$100,954	No data	No data

URBAN OAK INITIATIVE