OAK STREET SENIOR APARTMENTS INC (EIN 460546467) - 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

2012

Legal Domicile

Principal Officer

GLENN WILSON

Phone

8106299500

Tax Period

2024-01-01 to 2024-12-31

OAK STREET SENIOR APARTMENTS INC, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $237K in total revenue in fiscal year 2024. Expenses of $366K exceeded revenue, resulting in a 54% operating deficit.

Mission

TO PROVIDE RENTAL ASSISTANCE TO ELDERLY INDIVIDUALS TO OBTAIN DECENT, SAFE, AND SANITARY HOUSING.

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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 $154,140

Program Service Revenue $80,546

Investment Income $0

Other Revenue $2,289

TOTAL REVENUE $236,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,702

Fundraising Expenses $0

Program Expenses $310,498

Other Expenses $330,801

TOTAL EXPENSES $365,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,975	$238,869	0.0%
Expenses	$365,503	$400,711	-0.1%
Net Income	$-128,528	$-161,842	-0.2%

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

N/A

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
KATHRYN MOELLER	DIRECTOR	0.10	Director	$0	$0	$0
TIFFANY HUGHES	SECRETARY	0.10	Officer Director	$0	$0	$0
CARMA LEWIS	TREASURER	0.10	Officer Director	$0	$0	$0
JASON PAULATEER	CHAIR	0.10	Officer Director	$0	$0	$0
GLENN WILSON	PRESIDENT	0.10	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	$236,975	$365,503	$3,484,624	$-128,528
2023	$238,869	$400,711	$3,514,133	$-161,842
2022	$186,834	$354,647	$3,710,131	$-167,813
2021	$196,671	$374,797	$3,872,624	$-178,126
2020	$196,309	$366,699	$4,045,777	$-170,390
2019	$194,038	$391,199	$4,219,845	$-197,161
2018	$180,752	$420,007	$4,377,629	$-239,255

OAK STREET SENIOR APARTMENTS INC