Live Oak Place LLC (EIN 823508664) - 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

2018

Legal Domicile

Principal Officer

Lila Anna Sauls

Phone

8032563999

Tax Period

2023-10-01 to 2024-09-30

Live Oak Place LLC, founded in 2018, is a small nonprofit in the Housing & Shelter sector that reported $383K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 23% operating margin.

Mission

Live Oak Place, LLC provides affordable housing to at-risk families, helping them bridge the gap from transitional housing to independent living.

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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 $50

Program Service Revenue $177,849

Investment Income $67,686

Other Revenue $137,663

TOTAL REVENUE $383,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $293,515

Other Expenses $296,297

TOTAL EXPENSES $296,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$383,248	$339,803	+0.1%
Expenses	$296,297	$305,799	0.0%
Net Income	$86,951	$34,004	+1.6%

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

N/A

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

$176,152

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lila Anna Sauls	Executive Dir.	10.00	Officer	$0	$0	$176,152
Walker McKay Jr	Director	1.00	Director	$0	$0	$0
Mike Miller	Director	1.00	Director	$0	$0	$0
Chanique Belton	Director	1.00	Director	$0	$0	$0
Frank Cason	Director	1.00	Director	$0	$0	$0
Tom Runge	Director	1.00	Director	$0	$0	$0
Wanda Terry	Director	1.00	Director	$0	$0	$0
David Kirkpatrick	Director	1.00	Director	$0	$0	$0
Joe Wilczewski	Chair	1.00	Officer	$0	$0	$0
Mark Stuckey	Vice Chair	1.00	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	$383,248	$296,297	$4,011,950	$86,951
2023	$339,803	$305,799	$4,198,404	$34,004
2022	$661,627	$282,219	$4,370,092	$379,408
2021	$168,676	$138,432	$4,409,150	$30,244
2020	$132,793	$82,720	$2,716,163	$50,073
2019	$394,423	$83,503	$1,207,993	$310,920

Live Oak Place LLC