OAK CROSSING FOUNDATION (EIN 843303833) - 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

2019

Legal Domicile

Principal Officer

WILLIAM L HENNING JR

Phone

3374216200

Tax Period

2025-01-01 to 2025-12-31

OAK CROSSING FOUNDATION, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $407K in total revenue in fiscal year 2025. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $349K, a strong 86% operating margin.

Mission

THE FOUNDATION IS AN INDEPENDENT NON-PROFIT ORGANIZATION THAT ENRICHES THE CULTURE, COMMUNITY AND QUALITY OF LIFE IN SWLA BY CULTIVATING AWARENESS OF THE ARTS THROUGH SUPPORT, PRESENTATION AND EDUCATION.

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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 $66,746

Program Service Revenue $0

Investment Income $340,110

Other Revenue $0

TOTAL REVENUE $406,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,726

Other Expenses $57,726

TOTAL EXPENSES $57,726

Year-over-Year Comparison

	2025	2024	Change
Revenue	$406,856	$772,243	-0.5%
Expenses	$57,726	$73,110	-0.2%
Net Income	$349,130	$699,133	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM L HENNING JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSAN ROCHE HENNING	VICE PRESIDENT	2.00	Officer	$0	$0	$0
BRENDA LACOMB	SECRETARY/TREASURER	2.00	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
2025	$406,856	$57,726	$1,295,187	$349,130
2024	$772,243	$73,110	$946,057	$699,133
2023	$11,656	$2,000	$246,924	$9,656
2022	$235,066	$1,495	$237,268	$233,571

OAK CROSSING FOUNDATION