OAKLAND TECH EXCHANGE (EIN 922199377) - Form 990 Financial Analysis & Trantor Score

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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

2023

Legal Domicile

Principal Officer

CYNTHIA MACKEY

Phone

5108662260

Tax Period

2024-07-01 to 2025-06-30

OAKLAND TECH EXCHANGE, founded in 2023, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Expenses of $2.6M left a modest 11% surplus.

Mission

TECH EXCHANGE WORKS TO ENSURE THAT ALL FAMILIES HAVE A COMPUTER, INTERNET ACCESS, AND TECHNOLOGY SKILLS NECESSARY TO IMPROVE AND ENHANCE THEIR LIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,046,190

Program Service Revenue $313,239

Investment Income $518

Other Revenue $558,558

TOTAL REVENUE $2,918,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,997,523

Fundraising Expenses $235,778

Program Expenses $1,825,500

Other Expenses $575,811

TOTAL EXPENSES $2,597,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,918,505	$2,707,821	+0.1%
Expenses	$2,597,416	$2,941,608	-0.1%
Net Income	$321,089	$-233,787	-2.4%

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

Volunteers

150

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

$165,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA MACKEY	CHAIR	10.00	Officer Director	$0	$0	$0
BRUCE BUCKLELEW	VICE CHAIR	10.00	Officer Director	$0	$0	$0
LINDA BEST	SECRETARY	10.00	Officer Director	$0	$0	$0
KARLY WANG	TREASURER	10.00	Officer Director	$0	$0	$0
CHRISTINE F BROCATO	DIRECTOR	10.00	Director	$0	$0	$0
SHIN INOUE	DIRECTOR	10.00	Director	$0	$0	$0
ARI LEVENFELD	DIRECTOR	10.00	Director	$0	$0	$0
NIMISHA DHAWAN	DIRECTOR	10.00	Director	$0	$0	$0
ULISES ZATARAIN	EXECUTIVE DIRECTOR	40.00	Officer	$164,528	$472	$165,000
CLAUDIA GARCIA	DIRECTOR OF PROGRAMS	40.00	Highest	$117,917	$2,083	$120,000
SAMUEL ANTONIO MARTINEZ ARISTONDO	DIRECTOR OF PARTNERS	40.00	Highest	$111,383	$3,617	$115,000
MAY HINES	DIRECTOR OF DEVELOPMENT	40.00	Highest	$106,990	$18,010	$125,000

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	$2,918,505	$2,597,416	$834,855	$321,089
2024	$2,707,821	$2,941,608	$477,531	$-233,787

OAKLAND TECH EXCHANGE