Invest In Our Oakland

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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

2022

Legal Domicile

Principal Officer

Yeon Park

Phone

5104234300

Tax Period

2022-01-01 to 2022-12-31

Invest In Our Oakland, founded in 2022, is a small nonprofit that reported $545K in total revenue in fiscal year 2022. Expenses of $493K left a modest 10% surplus.

Mission

The committee ran a campaign supporting Oakland Ballot Measure T that would modernize Oaklands outdated regressive business tax structure to hold big wealthy corporations accountable to paying their fair share of taxes and would provide tax relief to more than 20,000 small businesses in Oakland struggling to make ends meet. The measure passed in November 2022 with 71.2% of the vote!

Program Service Accomplishments

Program 1

Expenses: $483,239

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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 $544,535

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $544,535

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $483,239

Other Expenses $487,511

TOTAL EXPENSES $492,511

Year-over-Year Comparison

	2022	2021	Change
Revenue	$544,535	N/A	N/A
Expenses	$492,511	N/A	N/A
Net Income	$52,024	N/A	N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yeon Park	Pr. Officer	5.00	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
2022	$544,535	$492,511	$53,737	$52,024