Oaks Village (EIN 473838144) - 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

2015

Legal Domicile

Phone

7342445444

Tax Period

2022-01-01 to 2022-12-31

Oaks Village, founded in 2015, is a small nonprofit in the Human Services sector that reported $945K in total revenue in fiscal year 2022. Revenue surged 75% from the prior year, signaling strong growth momentum.

Mission

To operate as a community assistance organization by providing a homeless shelter and assistance outreach programs for those in need.

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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 (2022)

Revenue Breakdown

Contributions & Grants $909,781

Program Service Revenue $0

Investment Income $0

Other Revenue $34,896

TOTAL REVENUE $944,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $327,712

Fundraising Expenses $0

Program Expenses $922,261

Other Expenses $594,981

TOTAL EXPENSES $922,693

Year-over-Year Comparison

	2022	2021	Change
Revenue	$944,677	$539,429	+0.8%
Expenses	$922,693	$623,661	+0.5%
Net Income	$21,984	$-84,232	-1.3%

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

125

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
Heather Boone	President	40.00	Officer Director	$0	$0	$0
Patricia White	Secretary	40.00	Officer Director	$0	$0	$0
Ron Bodette	Treasurer	12.00	Officer Director	$0	$0	$0
Cindy Williams	Trustee	0.20	Director	$0	$0	$0
Dennis Hulvey	Trustee	10.00	Director	$0	$0	$0
Sondra Sharpe	Trustee	0.10	Director	$0	$0	$0
Sandra Libstorff	Trustee	40.00	Director	$0	$0	$0
Britton Boone	Trustee	24.00	Director	$0	$0	$0
Jessie Locke	Trustee	0.10	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
2022	$944,677	$922,693	$708,335	$21,984
2021	$539,429	$623,661	$584,448	$-84,232
2020	$517,474	$521,130	$363,973	$-3,656
2020	$557,521	$535,055	$390,095	$22,466
2019	$424,860	$441,308	$153,710	$-16,448
2018	$484,353	$423,192	$173,393	$61,161

Oaks Village