OKIZU FOUNDATION (EIN 680291178) - 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

1992

Legal Domicile

Principal Officer

ANA BRUBAKER

Phone

4153829083

Tax Period

2023-01-01 to 2023-12-31

OKIZU FOUNDATION, founded in 1992, is a community nonprofit in the Unknown sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 50% operating margin.

Mission

TO PROVIDE MENTORING, PEER SUPPORT, RESPITE AND RECREATIONAL PROGRAMS FOR ALL MEMBERS OF FAMILIES AFFECTED BY CHILDHOOD CANCER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,354,459

Program Service Revenue $0

Investment Income $577,256

Other Revenue $-226,243

TOTAL REVENUE $3,705,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $928,010

Fundraising Expenses $518,905

Program Expenses $1,129,796

Other Expenses $921,463

TOTAL EXPENSES $1,849,473

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,705,472	$3,078,426	+0.2%
Expenses	$1,849,473	$1,517,484	+0.2%
Net Income	$1,855,999	$1,560,942	+0.2%

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

134

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

$176,004

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANA CRISTINA BRUBAKER	CHAIR	2.00	Officer Director	$0	$0	$0
ANDREA COMPORATO	DIRECTOR	2.00	Director	$0	$0	$0
JILL COYLE	SECRETARY	2.00	Officer Director	$0	$0	$0
TIMOTHY CRUDO	DIRECTOR	2.00	Director	$0	$0	$0
KENT JOLLY MD	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN KEARNEY	DIRECTOR	2.00	Director	$0	$0	$0
HANNA MALAK	DIRECTOR	2.00	Director	$0	$0	$0
JAMES SCIBETTA	DIRECTOR	2.00	Director	$0	$0	$0
AMY SIEGEL	DIRECTOR	2.00	Director	$0	$0	$0
PHIL UNDERWOOD	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN BANKS	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE VALCO	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE RANDALL	EXECUTIVE DIRECTOR	40.00	Officer	$155,678	$20,326	$176,004
SARAH ULDRICKS	DIRECTOR OF MARKETING & SP	40.00	Highest	$129,438	$7,308	$136,746

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	No data	No data	No data	No data
2023	$3,705,472	$1,849,473	$21,058,500	$1,855,999
2022	$3,078,426	$1,517,484	$18,933,708	$1,560,942
2021	$4,089,915	$910,298	$18,576,653	$3,179,617
2020	$9,554,934	$1,528,559	$15,914,211	$8,026,375
2019	$2,648,334	$2,219,683	$7,516,961	$428,651
2018	$2,662,183	$1,990,427	$7,462,945	$671,756

OKIZU FOUNDATION