GOLDEN OAK MANOR INC (EIN 680362018) - 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

1995

Legal Domicile

Principal Officer

WELTON JORDAN

Phone

4152581800

Tax Period

2024-01-01 to 2024-12-31

GOLDEN OAK MANOR INC, founded in 1995, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.0M left a modest 7% surplus.

Mission

TO PERFORM THE CHARITABLE FUNCTIONS OF AND CARRY OUT THE CHARITABLE PURPOSES OF EAH INC., A RELATED CALIFORNIA PUBLIC BENEFIT CORPORATION.

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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 $105,000

Program Service Revenue $2,072,479

Investment Income $592

Other Revenue $-1,369

TOTAL REVENUE $2,176,702

Expense Breakdown

Grants Paid $16,656

Salaries & Benefits $75,324

Fundraising Expenses $0

Program Expenses $2,021,211

Other Expenses $1,929,231

TOTAL EXPENSES $2,021,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,176,702	$2,066,573	+0.1%
Expenses	$2,021,211	$1,946,552	+0.0%
Net Income	$155,491	$120,021	+0.3%

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

N/A

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

$1,272,444

Total Directors

$1,272,444

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WELTON JORDAN	PRESIDENT	0.10	Officer Director	$0	$34,547	$492,640
LAURA HALL	VICE PRESIDENT	0.10	Officer Director	$0	$47,351	$673,413
DEBBIE STARR	SECRETARY	0.10	Officer Director	$0	$17,654	$106,391
DAVID EGAN	ASSISTANT SECRETARY	10.00	Highest	$67,980	$32,623	$302,676

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	$2,176,702	$2,021,211	$7,451,979	$155,491
2023	$2,066,573	$1,946,552	$7,068,899	$120,021
2022	$2,387,857	$2,116,507	$6,504,250	$271,350
2021	$2,003,606	$6,965,758	$6,249,784	$-4,962,152
2020	$1,831,115	$1,943,458	$11,039,867	$-112,343
2019	$2,801,806	$5,118,288	$11,164,278	$-2,316,482
2018	$2,905,247	$3,264,380	$7,439,424	$-359,133

GOLDEN OAK MANOR INC