THE OAKS WOMEN'S CLUB 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

2002

Legal Domicile

Principal Officer

TERRI MATCHETT

Phone

7659934352

Tax Period

2025-05-01 to 2026-04-30

THE OAKS WOMEN'S CLUB INC, founded in 2002, is a small nonprofit in the Education sector that reported $310K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $107K, a strong 35% operating margin.

Mission

TO IMPLEMENT PROGRAMS, PROVIDE FOR PROGRAMS AND ASSIST THOSE PHILANTHROPIC, CHARITABLE, SCHOLARSHIP, LITERARY, ARTISTIC AND CULTURAL ACTIVITIES AND ENDEAVORS FROM TIME TO TIME DETERMINED BY THE MEMBERS OR DIRECTORS WITHIN THE SOUTHWEST FLORIDA AREA INCLUDING, WITHOUT LIMITATION, THE CREATION, IMPLEMENTATION, AND OPERATION OF EDUCATIONAL SCHOLARSHIP OR GRANT PROGRAMS TO ENTITIES ORGANIZED FOR CHARITABLE PURPOSES AND PROVIDING SUCH SERVICES TO THE SOUTHWEST FLORIDA AREA.

Program Service Accomplishments

Program 1

Expenses: $23,456

THE OAKS WOMEN'S CLUB RAISES FUNDS BY MEANS OF VARIOUS FUNDRAISING ACTIVITIES SUCH AS A GOLF TOURNAMENT, 50/50 RAFFLE, TAILGATE PARTY, AND GALA IN ORDER TO CONTRIBUTE FUNDS TO VARIOUS PHILANTHROPIC...

Program 2

THE ORGANIZATION PROVIDES A MEANS FOR MEMBERS TO DEVELOP AND CULTIVATE THEIR INTEREST IN FLORAL ARRANGEMENTS. THESE ARRANGEMENTS ARE DONATED TO FLORIDA HOSPICE.

Program 3

Expenses: $162,500

THE PURPOSE OF THE OAKS WOMEN'S CLUB SCHOLARSHIP FUND IS TO NURTURE AND SUPPORT WORTHY STUDENTS IN THE PURSUIT OF THEIR CAREER OBJECTIVES. DURING THE FISCAL YEAR ENDED APRIL 30, 2026, THE SCHOLARSHIP...

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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 (2025)

Revenue Breakdown

Contributions & Grants $275,954

Program Service Revenue $33,450

Investment Income $5,969

Other Revenue $-5,865

TOTAL REVENUE $309,508

Expense Breakdown

Grants Paid $162,500

Salaries & Benefits $0

Fundraising Expenses $6,532

Program Expenses $185,956

Other Expenses $39,865

TOTAL EXPENSES $202,365

Year-over-Year Comparison

	2025	2024	Change
Revenue	$309,508	$262,921	+0.2%
Expenses	$202,365	$195,382	+0.0%
Net Income	$107,143	$67,539	+0.6%

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

144

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
ELAINE FREDRIKSSON	VICE PRESIDE	29.00	Officer Director	$0	$0	$0
LAURA CARAGOL	ASST TREASUR	3.00	Officer Director	$0	$0	$0
KRIS BRETL	COMM COORDIN	17.00	Director	$0	$0	$0
SUSAN BARNHILL	PRESIDENT	39.00	Officer Director	$0	$0	$0
TERRI MATCHETT	TREASURER	39.00	Officer Director	$0	$0	$0
ANN ROTH	SECRETARY	3.00	Officer Director	$0	$0	$0
SUSAN HILLEL	SCHOLARSHIP	9.00	Director	$0	$0	$0
CARMEN LAWRENCE	SOCIAL CO-CH	5.00	Director	$0	$0	$0
DEBBIE RILEY	SOCIAL CHAIR	26.00	Director	$0	$0	$0
KATHEY PIENTA	MEMBERSHIP C	19.00	Director	$0	$0	$0
JOANE CONWAY	MEMBERSHIP	5.00	Director	$0	$0	$0
DENISE KILEY	PHILANTHROPY	5.00	Director	$0	$0	$0
PAT BERNAL-SILVA	PHILANTHROPY	8.00	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
2026	$309,508	$202,365	$730,766	$107,143
2025	$262,921	$195,382	$623,623	$67,539
2024	$243,766	$167,738	$550,748	$76,028
2023	$208,591	$164,539	$474,720	$44,052
2022	$238,202	$146,215	$428,768	$91,987
2021	$150,643	$142,955	$336,781	$7,688
2020	$192,542	$106,051	$328,955	$86,491