OAR Coalition (EIN 821997060) - 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

Catherine Rimer-Surles

Phone

9196064304

Tax Period

2020-07-01 to 2021-06-30

OAR Coalition, founded in 2017, is a small nonprofit that reported $183K in total revenue in fiscal year 2020. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37K, a strong 20% operating margin.

Mission

a network of anti-racism groups based in or around the Triangle, North Carolina that host trainings and events to advance racial equity.

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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 (2020)

Revenue Breakdown

Contributions & Grants $13,469

Program Service Revenue $169,760

Investment Income $0

Other Revenue $0

TOTAL REVENUE $183,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,716

Other Expenses $146,716

TOTAL EXPENSES $146,716

Year-over-Year Comparison

	2020	2019	Change
Revenue	$183,229	$506,154	-0.6%
Expenses	$146,716	$300,492	-0.5%
Net Income	$36,513	$205,662	-0.8%

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

N/A

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
Catherine Rimer-Surles	Co-Chair, OAR Durham	N/A	Officer Director	$0	$0	$0
Camryn Smith	Co-Chair, OAR Durham	N/A	Officer Director	$0	$0	$0
DeDreana Freeman	Board Member, OAR Durham	N/A	Director	$0	$0	$0
Rachel Berthiaume	Treasurer, OAR Durham	N/A	Director	$0	$0	$0
Nisha Williams	Board Member, OAR Durham	N/A	Director	$0	$0	$0
Melvin Jackson	Co- Chair, ROAR	N/A	Officer Director	$0	$0	$0
Kathryn Kevin	Co-Chair, ROAR	N/A	Officer Director	$0	$0	$0
Derrick Byrd	Registrar, ROAR	N/A	Director	$0	$0	$0
Jamie Elliott	Treasurer, ROAR	N/A	Director	$0	$0	$0
Che-von Williams	Secretary, ROAR	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
2021	$183,229	$146,716	$359,754	$36,513

OAR Coalition