BLUE OAK RESCUE

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

ERIC COX

Phone

7149818368

Tax Period

2023-01-01 to 2023-12-31

BLUE OAK RESCUE, founded in 2021, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $307K, a strong 24% operating margin.

Mission

THE ORGANIZATION IS COMMITTED TO PREVENTING CRUELTY TO ANIMALS, PRIMARILY HORSES, THROUGH RESCUE, REHABILITATION, ADOPTION, AND RETIREMENT OF ABUSED AND/OR STARVING HORSES.

Program Service Accomplishments

Program 1

Expenses: $966,723

THE PASTURE AND HORSE SANCTUARY ARE IN THE PROCESS OF BEING DEVELOPED. ONCE DEVELOPED THE PASTURE WILL HOUSE HORSES ACQUIRED BY THE FOUNDATION FOR REHABILITATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,273,475

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,273,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $966,723

Other Expenses $966,723

TOTAL EXPENSES $966,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,273,475	$1,850,033	-0.3%
Expenses	$966,723	$1,082,617	-0.1%
Net Income	$306,752	$767,416	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
WILLIS COX	Director	2.00	Director	$0	$0	$0
SEAN COX	Director	2.00	Director	$0	$0	$0
KYLIE COX	Director	2.00	Director	$0	$0	$0
GARRETT COX	Director	2.00	Director	$0	$0	$0
EMILY COX	Director	2.00	Director	$0	$0	$0
ERIC COX	Vice President	5.00	Officer	$0	$0	$0
MELANIE COX	President	5.00	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
2024	No data	No data	No data	No data
2023	$1,273,475	$966,723	$2,241,947	$306,752
2022	$1,850,033	$1,082,617	$1,935,197	$767,416
2021	$1,300,023	$132,244	$1,167,779	$1,167,779