OXFORD TRACE APARTMENTS INC (EIN 742951485) - 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

2000

Legal Domicile

Principal Officer

ANGELA KING

Phone

8175297300

Tax Period

2023-07-01 to 2024-06-30

OXFORD TRACE APARTMENTS INC, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $127K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $174K exceeded revenue, resulting in a 36% operating deficit.

Mission

PROVIDES HOUSING TO PERSONS WITH DISABILITIES UNDER SECTION 811 OF THE NATIONAL HOUSING ACT UNDER AN AGREEMENT WITH THE DEPARTMENT OF HUD.

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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 $0

Program Service Revenue $124,108

Investment Income $1,624

Other Revenue $1,718

TOTAL REVENUE $127,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,079

Fundraising Expenses $0

Program Expenses $154,655

Other Expenses $147,447

TOTAL EXPENSES $173,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,450	$110,765	+0.2%
Expenses	$173,526	$181,621	0.0%
Net Income	$-46,076	$-70,856	-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

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

$493,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA KING	PRESIDENT/CE	N/A	Officer	$0	$18,400	$343,932
JANA RUSSELL	VICE PRESIDE	N/A	Officer	$0	$2,100	$149,990
LORI LITTLE	DIRECTOR	N/A	Director	$0	$0	$0
HAROLD ROBERTS	DIRECTOR	N/A	Director	$0	$0	$0
BRUCE WOODWARD	DIRECTOR	N/A	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	$127,450	$173,526	$456,360	$-46,076
2023	$110,765	$181,621	$498,447	$-70,856
2022	$109,552	$157,121	$541,549	$-47,569
2021	$135,193	$148,893	$577,554	$-13,700
2020	$87,996	$150,054	$597,388	$-62,058
2019	$90,036	$130,900	$645,272	$-40,864

OXFORD TRACE APARTMENTS INC