Oakwood Creative Care Inc (EIN 860575242) - 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

1987

Legal Domicile

Principal Officer

Sherri Friend

Phone

4805885289

Tax Period

2022-07-01 to 2023-06-30

Oakwood Creative Care Inc, founded in 1987, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

Oakwood Creative Care is the industry leader in providing diverse and innnovative care for the aging population in our community, focusing on those who experience challenges and disabilities.

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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 $1,567,435

Program Service Revenue $361,263

Investment Income $-4,664

Other Revenue $296,863

TOTAL REVENUE $2,220,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,478,933

Fundraising Expenses $43,736

Program Expenses $2,049,674

Other Expenses $876,052

TOTAL EXPENSES $2,354,985

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,220,897	$1,826,204	+0.2%
Expenses	$2,354,985	$1,622,965	+0.5%
Net Income	$-134,088	$203,239	-1.7%

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

$220,174

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Heinze	Vice Chair	1.00	Officer Director	$0	$0	$0
Dave Hrizak	Chairperson	1.00	Officer Director	$0	$0	$0
Scott Roney	Secretary	1.00	Officer Director	$0	$0	$0
Ian Anderson	Treasurer	1.00	Director	$0	$0	$0
Phaedra Earhart	Director	1.00	Director	$0	$0	$0
Tonia Hilt	Director	1.00	Director	$0	$0	$0
Carlos Santana	Director	1.00	Director	$0	$0	$0
Harry Mitchell	Director	1.00	Director	$0	$0	$0
Forrest Smith	Director	1.00	Director	$0	$0	$0
George Bliss	Director	1.00	Director	$0	$0	$0
Thomas Betlach	Director	1.00	Director	$0	$0	$0
Amanda Jones	Director	1.00	Director	$0	$0	$0
Sherri Friend	President & CEO	40.00	Officer	$101,658	$23,454	$125,112
Tara Krantzman	COO	40.00	Officer	$72,379	$22,683	$95,062

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	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

Oakwood Creative Care Inc