OAK MANOR ASSOCIATES

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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

1992

Legal Domicile

Principal Officer

MIKE DE LUCA

Phone

2069012000

Tax Period

2023-01-01 to 2023-12-31

OAK MANOR ASSOCIATES, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $109K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $136K exceeded revenue, resulting in a 25% operating deficit.

Mission

PROVIDE LOW-INCOME HOUSING TO THE MENTALLY ILL.

Program Service Accomplishments

Program 1

Expenses: $126,615 Revenue: $72,144

OWN AND OPERATE LOW INCOME APARTMENT BUILDING REGULATED BY HUD SECTION 202 OF THE NHA FOR PEOPLE RECOVERING FROM MENTAL ILLNESS WHO CAN LIVE INDEPENDENTLY IN THE COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $37,305

Program Service Revenue $72,144

Investment Income $1

Other Revenue $0

TOTAL REVENUE $109,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,615

Other Expenses $136,399

TOTAL EXPENSES $136,399

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,450	$72,146	+0.5%
Expenses	$136,399	$110,560	+0.2%
Net Income	$-26,949	$-38,414	-0.3%

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

$541,023

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM BOLGER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ROGER DOWDY	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
EDDIE PASATIEMPO	BOARD VICE CHAIR (THRU 9/23)	1.00	Officer Director	$0	$0	$0
JEFF WILCOX	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
MEG TAYLOR	TREASURER (THRU 1/23)	1.00	Officer Director	$0	$0	$0
KATRINA EGNER	PRESIDENT AND CEO	1.00	Officer	$0	$24,457	$333,030
MIKE DE LUCA	VICE PRESIDENT AND CFO	1.00	Officer	$0	$6,058	$207,993

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	No data	No data	No data	No data
2023	$109,450	$136,399	$819,082	$-26,949
2022	$72,146	$110,560	$814,490	$-38,414
2021	$72,346	$143,613	$823,728	$-71,267
2020	$83,347	$101,082	$848,797	$-17,735
2019	$81,851	$104,358	$853,770	$-22,507
2018	$63,390	$111,404	$848,847	$-48,014