THE OAKS WOMEN'S CLUB INC (EIN 542067236) - 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

2002

Legal Domicile

Principal Officer

TERRI MATCHETT

Phone

9419662161

Tax Period

2024-05-01 to 2025-04-30

THE OAKS WOMEN'S CLUB INC, founded in 2002, is a small nonprofit in the Education sector that reported $263K in total revenue in fiscal year 2024. The organization ran a surplus of $68K, a strong 26% 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.

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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 $235,701

Program Service Revenue $33,865

Investment Income $0

Other Revenue $-6,645

TOTAL REVENUE $262,921

Expense Breakdown

Grants Paid $165,000

Salaries & Benefits $0

Fundraising Expenses $10,770

Program Expenses $180,118

Other Expenses $30,382

TOTAL EXPENSES $195,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,921	$243,766	+0.1%
Expenses	$195,382	$167,738	+0.2%
Net Income	$67,539	$76,028	-0.1%

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

141

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	2.00	Officer Director	$0	$0	$0
LAURA CARAGOL	ASST TREASUR	2.00	Officer Director	$0	$0	$0
KRIS BRETL	COMM COORDIN	1.00	Director	$0	$0	$0
SUSAN BARNHILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY NYBERG	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE FREDRIKSSON	DIRECTOR	1.00	Director	$0	$0	$0
TRISH MELTON	DIRECTOR	1.00	Director	$0	$0	$0
TERRI MATCHETT	TREASURER	2.00	Officer Director	$0	$0	$0
ANN ROTH	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN HILLEL	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
SANDY BROOME	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE RILEY	DIRECTOR	1.00	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	$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

THE OAKS WOMEN'S CLUB INC