OAKWOOD RESIDENCE INC

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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

2003

Legal Domicile

Principal Officer

KAREN JOHNSTON

Phone

6128713320

Tax Period

2018-01-01 to 2018-12-31

OAKWOOD RESIDENCE INC, founded in 2003, is a micro nonprofit that reported $28K in total revenue in fiscal year 2018. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $31K exceeded revenue, resulting in a 14% operating deficit.

Mission

PROVIDE REUNIFICATION AND SUPPORT FOR MOTHERS WITH SERIOUS AND PERSISTENT MENTAL ILLNESS AND THEIR CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $31,450 Revenue: $27,524

OAKWOOD RESIDENCE CONTINUED TO SERVE MOTHERS WITH MENTAL ILLNESSES AND THEIR CHILDREN.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $27,524

Investment Income $0

Other Revenue $0

TOTAL REVENUE $27,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,360

Fundraising Expenses $0

Program Expenses $31,450

Other Expenses $28,090

TOTAL EXPENSES $31,450

Year-over-Year Comparison

	2018	2017	Change
Revenue	$27,524	$36,212	-0.2%
Expenses	$31,450	$39,094	-0.2%
Net Income	$-3,926	$-2,882	+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

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

$163,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA KUBALSKY	PRESIDENT	2.00	Officer Director	$0	$0	$0
HEATHER ERICKSON	SECRETARY/TREAS	2.00	Officer Director	$0	$0	$0
KIM HERRING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN JOHNSTON	EXECUTIVE DIR.	40.00	Officer	$0	$12,340	$163,309

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
2018	$27,524	$31,450	$9,951	$-3,926