Oakland Leaf Foundation (EIN 810565800) - 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

2002

Legal Domicile

Principal Officer

Melissa Mendez Ochoa

Phone

5105644334

Tax Period

2024-07-01 to 2025-06-30

Oakland Leaf Foundation, founded in 2002, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2024.

Mission

Oakland Leaf cultivates community transformation through creative education for youth and families. Oakland Leaf runs seven comprehensive afterschool programs, a summer camp, and one internship.

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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 $3,423,176

Program Service Revenue $114,476

Investment Income $754

Other Revenue $109,215

TOTAL REVENUE $3,647,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,979,067

Fundraising Expenses $206,056

Program Expenses $2,936,723

Other Expenses $635,850

TOTAL EXPENSES $3,614,917

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,647,621	$3,824,741	0.0%
Expenses	$3,614,917	$3,847,122	-0.1%
Net Income	$32,704	$-22,381	-2.5%

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

111

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

$135,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Mendez Ochoa	Exec Director	40.00	Officer	$135,000	$0	$135,000
Monica Guzman	Chairman	2.00	Officer Director	$0	$0	$0
Audrey Yang	Secretary	2.00	Officer Director	$0	$0	$0
Steven Tindall	Treasurer	2.00	Officer Director	$0	$0	$0
Kim Bronson	Director	2.00	Director	$0	$0	$0
Shaelyn Dawson	Director	2.00	Director	$0	$0	$0
Elizabeth Kim	Director	2.00	Director	$0	$0	$0
Debra Levinsky	Director	2.00	Director	$0	$0	$0
Jose Luis Rodriguez	Director	2.00	Director	$0	$0	$0
Stephen Walrod	Director	2.00	Director	$0	$0	$0
Lindsey Williams	Director	2.00	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	$3,647,621	$3,614,917	$1,191,002	$32,704
2024	$3,824,741	$3,847,122	$1,022,760	$-22,381
2023	$2,717,396	$2,829,821	$871,158	$-112,425
2022	$2,561,989	$2,311,147	$850,983	$250,842
2021	$2,129,356	$2,084,863	$612,754	$44,493
2020	$2,382,981	$2,339,053	$560,459	$43,928
2019	$2,315,834	$2,255,321	$492,611	$60,513
2018	$2,163,628	$2,122,538	$431,391	$41,090

Oakland Leaf Foundation