Oak Forest Homeowners Association

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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

1946

Legal Domicile

Principal Officer

Lucy Cain

Phone

7135886342

Tax Period

2023-01-01 to 2023-12-31

Oak Forest Homeowners Association, founded in 1946, is a small nonprofit in the Housing & Shelter sector that reported $246K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 22% operating margin.

Mission

TO PROTECT DEED RESTRICTIONS AND HOST EVENTS WHICH ENRICH THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $141,230

AN OUSTIDE SECURITY SERVICE HAS BEEN HIRED TO PROVIDE DAILY SECURITY PATROLS IN THE NEIGHBORHOOD. THERE IS ALSO A NEIGHBORHOOD WATCH PROGRAM FOR OAK FOREST, BOTH SERVICES ENHANCE THE SECURITY FOR...

AN OUSTIDE SECURITY SERVICE HAS BEEN HIRED TO PROVIDE DAILY SECURITY PATROLS IN THE NEIGHBORHOOD. THERE IS ALSO A NEIGHBORHOOD WATCH PROGRAM FOR OAK FOREST, BOTH SERVICES ENHANCE THE SECURITY FOR HOMEOWNERS

Program 2

Expenses: $22,888

OTHER PROGRAMS: MOWING SERVICES ARE PROVIDED IN OAK FOREST AND CANDLELIGHT PARKS, TWO OF THE PARKS IN THE NEIGHBORHOOD. INCLUDING VARIOUS OTHER PROGRAMS AND EVENTS SUCH AS

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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 $34,605

Program Service Revenue $208,906

Investment Income $2,382

Other Revenue $0

TOTAL REVENUE $245,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,118

Other Expenses $192,945

TOTAL EXPENSES $192,945

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,893	$171,782	+0.4%
Expenses	$192,945	$245,243	-0.2%
Net Income	$52,948	$-73,461	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA RAFIEI	President	10.00	Officer	$0	$0	$0
RASHOD AUSTIN	Vice President	15.00	Officer	$0	$0	$0
CHEYENNE TRAIL	Secretary	2.00	Officer	$0	$0	$0
LUCY FISHER CAIN	Director	2.00	Officer	$0	$0	$0
STACEY VENAMON	Vice President	2.00	Officer	$0	$0	$0
PHIL REISER	Treasurer	10.00	Officer	$0	$0	$0
GABRIEL PEREZ	Director	2.00	Officer	$0	$0	$0
MARK THOMAS	Director	4.00	Officer	$0	$0	$0
DANIELLE MAUDLIN	Director	2.00	Officer	$0	$0	$0
MARY WENZEL	Director	2.00	Officer	$0	$0	$0
DEENA ALCORTA	Director	18.00	Officer	$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	No data	No data	No data	No data
2023	$245,893	$192,945	$262,962	$52,948
2022	$171,782	$245,243	$210,014	$-73,461
2021	$199,234	$212,733	$283,475	$-13,499
2020	$225,640	$197,469	$312,113	$28,171