OAKDALE FOUNDATION (EIN 452662046) - 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

2011

Legal Domicile

Principal Officer

MICHAEL F SIAS

Phone

2484819039

Tax Period

2024-07-01 to 2025-06-30

OAKDALE FOUNDATION, founded in 2011, is a community nonprofit in the Social Science sector that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF OAKDALE FOUNDATION IS TO PROVIDE FUNDING AND OTHER RESOURCES NECESSARY TO FURTHER THE MISSION OF OAKDALE ACADEMY: TO INSTILL CHARACTER, TRUTH, AND WISDOM IN OUR STUDENTS IN SUCH A WAY THAT WHEN THEY LEAVE US AT GRADUATION, THEY ARE TRULY PREPARED FOR A LIFE OF SERVICE TO GOD, COUNTRY, COMMUNITY, AND FAMILY.

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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 $314,285

Program Service Revenue $1,394,193

Investment Income $62,226

Other Revenue $31,546

TOTAL REVENUE $1,802,250

Expense Breakdown

Grants Paid $139,472

Salaries & Benefits $1,232,931

Fundraising Expenses $40,190

Program Expenses $1,493,383

Other Expenses $391,980

TOTAL EXPENSES $1,764,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,802,250	$2,283,414	-0.2%
Expenses	$1,764,383	$2,103,959	-0.2%
Net Income	$37,867	$179,455	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
VINCE BUSCEMI	TRUSTEE	3.00	Director	$0	$0	$0
CRAIG DOESCHER	TRUSTEE	3.00	Director	$0	$0	$0
JOEL DORFMAN	TRUSTEE	3.00	Director	$0	$0	$0
JULIE JOHNSON	TRUSTEE	3.00	Director	$0	$0	$0
DION RODDY	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL F SIAS	CHAIRMAN	10.00	Officer Director	$0	$0	$0
GREG SURMONT	TRUSTEE	7.00	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	$1,802,250	$1,764,383	$2,888,943	$37,867
2024	$2,283,414	$2,103,959	$2,792,573	$179,455
2023	$2,179,617	$1,987,991	$2,820,979	$191,626
2022	$1,740,685	$1,492,169	$2,088,106	$248,516
2021	$1,565,379	$1,312,195	$1,396,505	$253,184
2020	$1,384,045	$1,381,939	$1,154,487	$2,106
2019	$1,388,758	$1,425,828	$1,026,129	$-37,070
2018	$1,439,615	$1,390,754	$1,127,633	$48,861

OAKDALE FOUNDATION