The Royal Oak Initiative (EIN 821684663) - 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

2017

Legal Domicile

Principal Officer

Ojala Mwalimu

Tax Period

2025-01-01 to 2025-12-31

The Royal Oak Initiative, founded in 2017, is a small nonprofit in the Youth Development sector that reported $125K in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $150K exceeded revenue, resulting in a 19% operating deficit.

Mission

A social change and mentoring organization that uses the wisdom of chess to protect, heal, and build community by cultivating collective wellness, mindfulness, and critical thinking.

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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 (2025)

Revenue Breakdown

Contributions & Grants $20,429

Program Service Revenue $75,579

Investment Income $0

Other Revenue $29,205

TOTAL REVENUE $125,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,453

Fundraising Expenses $0

Program Expenses $104,638

Other Expenses $76,122

TOTAL EXPENSES $149,575

Year-over-Year Comparison

	2025	2024	Change
Revenue	$125,213	$180,069	-0.3%
Expenses	$149,575	$183,296	-0.2%
Net Income	$-24,362	$-3,227	+6.5%

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

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

$30,000

Total Directors

$5,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ojala Mwalimu	N/A	13.00	Officer Highest	$30,000	$0	$30,000
Ivory Levert	Board Member	5.00	Director	$5,500	$0	$5,500
Maurice McGee	Treasurer	10.00	Director	$0	$0	$0
Malcolm White	Board Chair	5.00	Director	$0	$0	$0
Christopher Sunami	Board Member	1.00	Director	$0	$0	$0
Chani Scott	Secretary	1.00	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	$125,213	$149,575	$103,525	$-24,362
2024	No data	No data	No data	No data
2023	$296,688	$180,523	$131,114	$116,165
2022	$68,276	$60,157	$14,703	$8,119

The Royal Oak Initiative