OAKW FUND (EIN 884172468) - Form 990 Financial Analysis & Trantor Score

🔒

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

2022

Legal Domicile

Principal Officer

Lisa Minsky-Primus

Tax Period

2023-07-01 to 2024-06-30

OAKW FUND, founded in 2022, is a community nonprofit in the Human Services sector that reported $9.8M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.7M, a strong 38% operating margin.

Mission

To engage in and advocate for economic and educational opportunities, public health, safety, and justice, and for strengthening civic engagement and democratic institutions and norms.

🔒

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 $5,000,000

Program Service Revenue $0

Investment Income $4,841,392

Other Revenue $0

TOTAL REVENUE $9,841,392

Expense Breakdown

Grants Paid $6,075,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,075,000

Other Expenses $53,741

TOTAL EXPENSES $6,128,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,841,392	$15,314,767	-0.4%
Expenses	$6,128,741	$1,155,828	+4.3%
Net Income	$3,712,651	$14,158,939	-0.7%

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

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
Lisa Minsky-Primus	President	5.00	Officer Director	$0	$0	$0
Yaron Minsky	Secretary	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
2025	No data	No data	No data	No data
2024	$9,841,392	$6,128,741	$6,239,168	$3,712,651
2023	$15,314,767	$1,155,828	$7,057,258	$14,158,939

OAKW FUND