OAKRIDGE TOWNHOUSES INC (EIN 593482597) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DR GARY BLISS

Phone

8505767145

Tax Period

2023-07-01 to 2024-06-30

OAKRIDGE TOWNHOUSES INC, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $468K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $609K exceeded revenue, resulting in a 30% operating deficit.

Mission

PROVIDING ACCESSIBLE AND AFFORDABLE APARTMENTS TO LOW INCOME INDIVIDUALS WITH DISABILITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $467,528

Investment Income $12

Other Revenue $0

TOTAL REVENUE $467,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,538

Fundraising Expenses $0

Program Expenses $551,296

Other Expenses $502,086

TOTAL EXPENSES $608,624

Year-over-Year Comparison

	2023	2022	Change
Revenue	$467,540	$425,972	+0.1%
Expenses	$608,624	$485,574	+0.3%
Net Income	$-141,084	$-59,602	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
DR GARY BLISS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE HARTER	TREASURER/SE	1.00	Officer Director	$0	$0	$0
BRADFORD LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
DR CALVIN MELTON	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	No data	No data	No data	No data
2024	$467,540	$608,624	$843,274	$-141,084
2023	$425,972	$485,574	$938,964	$-59,602
2022	$393,056	$411,221	$968,159	$-18,165
2021	$355,168	$387,969	$1,014,049	$-32,801
2020	$378,663	$387,853	$1,057,038	$-9,190
2019	$301,946	$328,596	$1,095,086	$-26,650

OAKRIDGE TOWNHOUSES INC