OAKLANDS ASSOCIATION INC (EIN 620717481) - 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

1959

Legal Domicile

Principal Officer

JAMES MANNING JR

Phone

6158930022

Tax Period

2024-01-01 to 2024-12-31

OAKLANDS ASSOCIATION INC, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $367K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $349K left a modest 5% surplus.

Mission

TO PRESERVE A HISTORIC STRUCTURE, THE OAKLANDS MANSION, SO THAT THE PUBLIC CAN VISUALIZE A PIECE OF HISTORY AND BE EDUCATED AS TO PAST GENERATIONS WAY OF LIFE.

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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 $145,013

Program Service Revenue $67,111

Investment Income $74,070

Other Revenue $81,226

TOTAL REVENUE $367,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,470

Fundraising Expenses $25,993

Program Expenses $250,520

Other Expenses $153,907

TOTAL EXPENSES $349,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$367,420	$250,684	+0.5%
Expenses	$349,377	$283,022	+0.2%
Net Income	$18,043	$-32,338	-1.6%

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

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

$72,985

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MANNING JR	EXECUTIVE DIRECTOR	40.00	Officer	$64,660	$8,325	$72,985
JULIE RISTVEDT	TRUSTEE	1.00	Director	$0	$0	$0
MAC BOULDIN	TRUSEE	1.00	Director	$0	$0	$0
LYNN CLAYTON	TRUSTEE	1.00	Director	$0	$0	$0
MARGIE WEATHERFORD	TRUSTEE	1.00	Director	$0	$0	$0
BOBBIE JOHNSON	TREASURER	1.00	Director	$0	$0	$0
SHANE C LOWERY	TRUSTEE	1.00	Director	$0	$0	$0
GORDON BELL	TRUSTEE	1.00	Director	$0	$0	$0
TED GOODMAN	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH BELCHER	PRESIDENT	3.00	Officer Director	$0	$0	$0
EMMA HAWKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
DIXIE PHILLIPS	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JOHN DERRINGTON	TREASURER	1.00	Officer 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	$367,420	$349,377	$2,700,346	$18,043
2023	$250,684	$283,022	$2,605,346	$-32,338
2022	$332,172	$292,599	$2,580,236	$39,573
2021	$299,210	$223,553	$2,683,947	$75,657
2020	$300,706	$293,760	$2,574,656	$6,946
2019	$366,591	$318,355	$2,548,790	$48,236
2018	$445,619	$397,844	$2,448,811	$47,775

OAKLANDS ASSOCIATION INC