Oakton Foundation Inc

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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

2012

Legal Domicile

Phone

7135234351

Tax Period

2024-01-01 to 2024-12-31

Oakton Foundation Inc, founded in 2012, is a small nonprofit in the Religion sector that reported $960K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $885K left a modest 8% surplus.

Mission

To provide room and board for laity and priests, support religious & educational activity conducted by the RomanCatholic Prelature of Opus Dei via Holy Mass, Spiritual GUidanceRetreat, Classes and Residence.

Program Service Accomplishments

Program 1

Expenses: $66,430 Revenue: $208,400

The Organization provides programs to high scholl students, including clubs, advanced educational courses, and camps to enrich social and economic skillsets for college bound srudents High school...

The Organization provides programs to high scholl students, including clubs, advanced educational courses, and camps to enrich social and economic skillsets for college bound srudents High school programs (The Grade, HSB, LFA, Club Anvil, Club Forge). Support exclusively the religious and educational activity conducted by the Roman Catholic Preature of Opus Dei. (E.G. Holy Mass, Other Religious Worship, Spiritual uaidance, Retreats, Theological and Formation classes, direction of Apostoli activities, etc.) and to provide a residence for Catholic priests and other Lay Faithful of the Prelature. (Room and Board)

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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 $671,470

Program Service Revenue $78,654

Investment Income $0

Other Revenue $209,598

TOTAL REVENUE $959,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,477

Fundraising Expenses $0

Program Expenses $66,430

Other Expenses $696,583

TOTAL EXPENSES $885,060

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,722	$1,476,780	-0.4%
Expenses	$885,060	$815,143	+0.1%
Net Income	$74,662	$661,637	-0.9%

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

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	Role	Reportable Comp	Other Comp	Total
Alexander Hoff	President	Officer	$0	$0	$0
Johann DSouza	Vice President	Officer	$0	$0	$0
Daniel Carr	Treasurer	Officer	$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	$959,722	$885,060	$8,845,998	$74,662
2023	$1,476,780	$815,143	$9,195,045	$661,637
2022	$2,005,953	$820,163	$9,293,134	$1,185,790
2021	$730,022	$871,871	$9,494,879	$-141,849
2020	$901,169	$877,363	$9,902,429	$23,806