OAKES ENHANCEMENT INC (EIN 450416366) - 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

1989

Legal Domicile

Principal Officer

JEFF FORWARD

Phone

7017422305

Tax Period

2025-01-01 to 2025-12-31

OAKES ENHANCEMENT INC, founded in 1989, is a small nonprofit that reported $361K in total revenue in fiscal year 2025. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $152K, a strong 42% operating margin.

Mission

THIS ORGANIZATION'S EXEMPT PURPOSE IS TO ENCOURAGE & ASSIST WITH THE INDUSTRIAL & COMMERCIAL GROWTH & DEVELOPMENT OF THE CITY OF OAKES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $171,323

Program Service Revenue $0

Investment Income $27,794

Other Revenue $161,823

TOTAL REVENUE $360,940

Expense Breakdown

Grants Paid $78,089

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,223

Other Expenses $131,134

TOTAL EXPENSES $209,223

Year-over-Year Comparison

	2025	2024	Change
Revenue	$360,940	$636,494	-0.4%
Expenses	$209,223	$431,438	-0.5%
Net Income	$151,717	$205,056	-0.3%

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

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
JEFF FORWARD	PRESIDENT	5.00	Officer Director	$0	$0	$0
MATTHEW HILL	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
HALEY MOEN	DIRECTOR	2.00	Director	$0	$0	$0
ALISON PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
EMILY PTACEK	DIRECTOR	2.00	Director	$0	$0	$0
GARY SCHNELL	DIRECTOR	2.00	Director	$0	$0	$0
DOUG SITZLER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN ZETOCHA	TREASURER	5.00	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
2025	$360,940	$209,223	$1,479,139	$151,717
2024	$636,494	$431,438	$1,327,494	$205,056
2023	$361,099	$219,942	$1,123,571	$141,157
2022	$244,065	$202,110	$985,616	$41,955
2021	$245,300	$191,544	$942,568	$53,756
2020	$175,027	$203,900	$886,217	$-28,873
2019	$195,894	$173,573	$914,838	$22,321
2018	$135,897	$144,944	$890,202	$-9,047

OAKES ENHANCEMENT INC