OAK CREST SENIOR HOUSING C/O CZEH WILSON WILMER & STRAND (EIN 753110951) - 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

2003

Legal Domicile

Principal Officer

STUART MCFARLANE

Phone

2184632006

Tax Period

2022-10-01 to 2023-09-30

OAK CREST SENIOR HOUSING C/O CZEH WILSON WILMER & STRAND, founded in 2003, is a micro nonprofit that reported $1.5M in total revenue in fiscal year 2022. Revenue fell 220% from the prior year — a significant decline worth monitoring.

Mission

OPERATION OF A 43 UNIT ASSISTED LIVING HOUSING FACILITY FOR SENIORS

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $130,004

Investment Income $-1,628,266

Other Revenue $0

TOTAL REVENUE $-1,498,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,670

Fundraising Expenses $0

Program Expenses $75,332

Other Expenses $38,707

TOTAL EXPENSES $81,377

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-1,498,262	$1,249,522	-2.2%
Expenses	$81,377	$1,248,708	-0.9%
Net Income	$-1,579,639	$814	-1941.6%

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

$6,045

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STUART MCFARLANE	CHAIRMAN	3.00	Director	$0	$0	$0
SHANNON CARLSON	DIRECTOR	3.00	Director	$0	$0	$0
TODD LUND	DIRECTOR	3.00	Director	$0	$0	$0
LARRY GUGGISBERG	DIRECTOR	3.00	Director	$0	$0	$0
BETH JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL TANGEN	DIRECTOR	3.00	Director	$0	$0	$0
AMBER HASS	DIRECTOR	3.00	Director	$0	$0	$0
BARB ERICKSON	DIRECTOR	3.00	Director	$0	$0	$0
DEANNE VATNSDAL	HOUSING AND FINANCE DIRECT	40.00	Officer	$6,045	$0	$6,045

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
2023	$-1,498,262	$81,377	No data	$-1,579,639
2022	$1,249,522	$1,248,708	$3,476,524	$814
2021	$991,527	$1,113,733	$3,583,252	$-122,206
2020	$1,280,343	$1,107,439	$3,857,335	$172,904
2019	$1,238,175	$1,091,011	$3,841,971	$147,164
2018	$1,158,974	$1,039,148	$3,840,038	$119,826

OAK CREST SENIOR HOUSING C/O CZEH WILSON WILMER & STRAND