The Oriole Advocates Charitable Foundation Inc (EIN 521522240) - 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

1987

Legal Domicile

Principal Officer

Winston Warner

Phone

4435325053

Tax Period

2024-01-01 to 2024-12-31

The Oriole Advocates Charitable Foundation Inc, founded in 1987, is a small nonprofit that reported $189K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 86% operating margin.

Mission

Provide Support for Needy Programs that are sports related

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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 $50,078

Program Service Revenue $0

Investment Income $181,226

Other Revenue $-42,561

TOTAL REVENUE $188,743

Expense Breakdown

Grants Paid $11,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,500

Other Expenses $15,388

TOTAL EXPENSES $26,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,743	$101,675	+0.9%
Expenses	$26,888	$115,791	-0.8%
Net Income	$161,855	$-14,116	-12.5%

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
James Menendez	President	5.00	Director	$0	$0	$0
Donald J Blum	Vice President	5.00	Director	$0	$0	$0
George Bollock	Vice President	5.00	Director	$0	$0	$0
Winston Warner	Treasurer	10.00	Director	$0	$0	$0
Arlene Grimes	Secretary	5.00	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
2024	$188,743	$26,888	$914,045	$161,855
2022	$64,235	$72,996	$772,758	$-8,761
2021	$79,365	$35,350	$920,362	$44,015
2020	$156,453	$131,711	$876,347	$24,742
2019	$217,772	$129,898	$851,603	$87,874
2018	$133,088	$129,056	$763,730	$4,032

The Oriole Advocates Charitable Foundation Inc