OAK CITY AFFORDABLE COMMUNITIES INC (EIN 871056589) - 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

GREGG WARREN

Phone

9198316670

Tax Period

2024-04-01 to 2025-03-31

OAK CITY AFFORDABLE COMMUNITIES INC, founded in 2020, is a community nonprofit in the Housing & Shelter sector that reported $2.1M in total revenue in fiscal year 2024. The organization ran a surplus of $398K, a strong 19% operating margin.

Mission

PROVIDES HOUSING TO LOW TO MODERATE INCOME 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 $1,505,544

Program Service Revenue $489,611

Investment Income $104,397

Other Revenue $0

TOTAL REVENUE $2,099,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $383,698

Fundraising Expenses $0

Program Expenses $1,277,930

Other Expenses $1,317,414

TOTAL EXPENSES $1,701,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,099,552	$2,163,390	0.0%
Expenses	$1,701,112	$1,540,900	+0.1%
Net Income	$398,440	$622,490	-0.4%

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

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

$447,469

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGG WARREN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
NIYA FONVILLE END 112024	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOE WHITEHOUSE	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC BRAUN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
VALERIE CRUTCHFIELD	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ELLINGER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ARNE MORRIS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BAHATI MUTISYA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
YOLANDA WINSTEAD	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY LOMMERS JOHNSON	CEO	1.00	Key Emp	$0	$74,854	$447,469
ELIZABETH EDGERTON	DIRECTOR ADMIN & FIN	1.00	Highest	$0	$47,085	$222,924
JENNIFER NEMITZ MORGAN	SPECIAL ASSISTANT	1.00	Highest	$0	$32,044	$141,770

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	$2,099,552	$1,701,112	$5,133,139	$398,440
2024	$2,163,390	$1,540,900	$4,682,507	$622,490
2023	$4,261,234	$577,750	$4,033,062	$3,683,484

OAK CITY AFFORDABLE COMMUNITIES INC