OAR Durham LLC (EIN 852261542) - 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

2020

Legal Domicile

Principal Officer

Catherine Rimer-Surles

Phone

9196064304

Tax Period

2022-07-01 to 2023-06-30

OAR Durham LLC, founded in 2020, is a small nonprofit that reported $146K in total revenue in fiscal year 2022. The organization ran a surplus of $35K, a strong 24% operating margin.

Mission

an anti-racism group based in or around the Triangle, North Carolina that hosts 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 (2022)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $144,590

Investment Income $227

Other Revenue $0

TOTAL REVENUE $145,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,925

Other Expenses $110,818

TOTAL EXPENSES $110,818

Year-over-Year Comparison

	2022	2021	Change
Revenue	$145,817	$146,471	0.0%
Expenses	$110,818	$144,512	-0.2%
Net Income	$34,999	$1,959	+16.9%

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
Catherine Rimer-Surles	Co-Chair	5.00	Officer Director	$0	$0	$0
Camryn Smith	Co-Chair	5.00	Officer Director	$0	$0	$0
DeDreana Freeman	Treasurer	5.00	Officer Director	$0	$0	$0
Rachel Berthiaume	Board Member	3.00	Director	$0	$0	$0
Candace Rashada Mujahid	Board Member	3.00	Director	$0	$0	$0
Andrea Hudson	Board Member	3.00	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
2023	$145,817	$110,818	No data	$34,999
2022	$146,471	$144,512	No data	$1,959

OAR Durham LLC