OAKWOOD CREATIVE CARE INC

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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

1975

Legal Domicile

Principal Officer

SHERRI FRIEND

Phone

4805885289

Tax Period

2024-07-01 to 2025-06-30

OAKWOOD CREATIVE CARE INC, founded in 1975, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $3.1M left a modest 8% surplus.

Mission

OAKWOOD CREATIVE CARES MISSION IS TO ENHANCE THE QUALITY OF LIFE AND SPARK JOY FOR OLDER ADULTS WITH COGNITIVE AND PHYSICAL IMPAIRMENTS.

Program Service Accomplishments

Program 1

Expenses: $1,775,178 Revenue: $1,488,628

PROVIDING ADULT DAY CARE FOR 1,500 PARTICIPANTS AND SUPPORTIVE/RESPITE SERVICES FOR THEIR FAMILY CAREGIVERS. RECEIVED THE USE OF FACILITIES (VALUE OF $107,840) FROM FUNDING SOURCES IN SUPPORT OF THIS PROGRAM. OAKWOOD CREATIVE CARE IS THE INDUSRY LEADER IN PROVIDING DIVERSE AND INNOVATIVE CARE FOR THE AGING POPULATION IN DIGNIFYING, ENGAGING, AND PERSON-CENTRIC SERVICES THAT ENHANCE THE LIVES OF ALL OUR PARTICIPATING CLUB MEMBERS AND THEIR FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,850,289

Program Service Revenue $1,488,628

Investment Income $2,742

Other Revenue $44,459

TOTAL REVENUE $3,386,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,162,898

Fundraising Expenses $241,088

Program Expenses $1,775,178

Other Expenses $966,093

TOTAL EXPENSES $3,128,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,386,118	$3,817,306	-0.1%
Expenses	$3,128,991	$3,153,655	0.0%
Net Income	$257,127	$663,651	-0.6%

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

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

$259,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN TANKERSLEY	FINANCE MANAGER	40.00	Highest	$291,402	$0	$291,402
SHERRI FRIEND	PRESIDENT AND CEO	40.00	Officer	$133,056	$20,977	$154,033
MONICA LUKASIEWICZ	OCCUPATIONAL THERAPIST	40.00	Highest	$120,651	$9,066	$129,717
TARA KRANTZMAN	COO	40.00	Officer	$79,624	$26,265	$105,889
PHAEDRA EARHART	MEMBER	2.00	Director	$0	$0	$0
SHANNON HEINZE	MEMBER	2.00	Director	$0	$0	$0
DR AMANDA JONES	MEMBER	2.00	Director	$0	$0	$0
FOREST SMITH	MEMBER	2.00	Director	$0	$0	$0
TIM WATT	MEMBER	2.00	Director	$0	$0	$0
KRISINA WATTS	MEMBER	2.00	Director	$0	$0	$0
PEGGY MCMAHON	MEMBER	2.00	Director	$0	$0	$0
GEORGE JACOBSON	MEMBER	2.00	Director	$0	$0	$0
DAVID HRIZAK	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
SCOTT RONEY	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
TOM BETLACH	TREASURER	2.00	Officer Director	$0	$0	$0
IAN ANDERSON	SECRETARY	2.00	Officer 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	$3,386,118	$3,128,991	$3,644,968	$257,127
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,220,897	$2,354,985	$1,479,299	$-134,088
2022	$1,826,204	$1,622,965	$611,689	$203,239
2022	$1,826,204	$1,622,965	$611,689	$203,239
2021	$997,807	$1,141,193	$514,913	$-143,386