Historic Oakland Foundation Inc (EIN 581276032) - 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

1984

Legal Domicile

Principal Officer

Richard Harker

Phone

4046882107

Tax Period

2024-01-01 to 2024-12-31

Historic Oakland Foundation Inc, founded in 1984, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2024. The organization ran a surplus of $1.5M, a strong 34% operating margin.

Mission

Partner with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery.

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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 $3,481,718

Program Service Revenue $94,044

Investment Income $224,858

Other Revenue $551,370

TOTAL REVENUE $4,351,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,609,336

Fundraising Expenses $591,005

Program Expenses $1,884,946

Other Expenses $1,261,753

TOTAL EXPENSES $2,872,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,351,990	$4,224,652	+0.0%
Expenses	$2,872,634	$3,199,598	-0.1%
Net Income	$1,479,356	$1,025,054	+0.4%

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

350

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

$305,905

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kavin Manickaraj	Chairman	2.00	Officer Director	$0	$0	$0
Sweta Gurnani	Treasurer	2.00	Officer Director	$0	$0	$0
Aaron Topol	Secretary	2.00	Officer Director	$0	$0	$0
Dr Kevin James	Director	1.00	Director	$0	$0	$0
Donovan Johnson	Director	1.00	Director	$0	$0	$0
Greg Farr	Director	1.00	Director	$0	$0	$0
Sofia Bork	Director	1.00	Director	$0	$0	$0
Tom Aderhold	Director	1.00	Director	$0	$0	$0
Duncan Beard	Director	1.00	Director	$0	$0	$0
Nancy James	Director	1.00	Director	$0	$0	$0
Steve Paro	Director	1.00	Director	$0	$0	$0
Glen Manjos	Director	1.00	Director	$0	$0	$0
Sara Chapman	Director	1.00	Director	$0	$0	$0
Susan Searcy Sheffield	Director	1.00	Director	$0	$0	$0
Henry D Gurley	Director	1.00	Director	$0	$0	$0
Charlotte Christian	Director	1.00	Director	$0	$0	$0
H Alan Elsas	Director	1.00	Director	$0	$0	$0
Dr Megan Hodgkiss	Director	1.00	Director	$0	$0	$0
Christopher Leerssen	Director	1.00	Director	$0	$0	$0
Bem Joiner	Director	1.00	Director	$0	$0	$0
Samantha McDonald	Director	1.00	Director	$0	$0	$0
Rabbi Peter Berg	Director	1.00	Director	$0	$0	$0
Barrett Krise	Director	1.00	Director	$0	$0	$0
Susan Arrington Evins	Director	1.00	Director	$0	$0	$0
Richard Harker	Executive Director	40.00	Officer	$184,024	$18,305	$202,329
Emily Ruff	Senior Director of Finance	40.00	Officer	$102,821	$755	$103,576
Melissa Bauer	Senior Director of Development	40.00	Highest	$103,237	$12,760	$115,997
Neale Nickels	Director of Capital Projects	40.00	Highest	$102,821	$42	$102,863
Jessica VanLanduyt	Senior Director of Experiences and Engagement	40.00	Highest	$100,636	$10,431	$111,067

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	$4,351,990	$2,872,634	$16,577,726	$1,479,356
2023	$4,224,652	$3,199,598	$14,321,860	$1,025,054
2022	$4,060,739	$2,677,020	$12,190,298	$1,383,719
2021	$4,681,725	$2,593,241	$11,486,956	$2,088,484
2020	$4,650,035	$1,739,435	$10,625,800	$2,910,600
2019	$2,537,035	$1,953,032	$6,858,419	$584,003

Historic Oakland Foundation Inc