OAKENDELL INC (EIN 942621063) - 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

1980

Legal Domicile

Principal Officer

JUSTINE WRIGHT

Phone

2097541249

Tax Period

2023-01-01 to 2023-12-31

OAKENDELL INC, founded in 1980, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Expenses of $2.8M left a modest 4% surplus.

Mission

STATE SANCTIONED GROUP HOME

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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 $615,878

Program Service Revenue $2,306,567

Investment Income $582

Other Revenue $0

TOTAL REVENUE $2,923,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,087,448

Fundraising Expenses $0

Program Expenses $2,747,040

Other Expenses $733,022

TOTAL EXPENSES $2,820,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,923,027	$2,869,812	+0.0%
Expenses	$2,820,470	$2,500,655	+0.1%
Net Income	$102,557	$369,157	-0.7%

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

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

$142,419

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL MERTENS	Executive Dir.	40.00	Officer	$142,419	$0	$142,419
MARK CAMPBELL	Treasurer	1.00	Officer	$0	$0	$0
JUSTINE WRIGHT	President	1.00	Officer	$0	$0	$0
CHARLES BOYCE	Vice President	1.00	Officer	$0	$0	$0
MATT JOHNSON	2ND VICE PRES	1.00	Officer	$0	$0	$0
EMILIE BROWN	Secretary	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$2,923,027	$2,820,470	$1,354,173	$102,557
2022	$2,869,812	$2,500,655	$1,246,246	$369,157
2021	$1,707,924	$2,059,898	$878,606	$-351,974
2020	$2,747,824	$2,477,992	$1,231,085	$269,832
2019	$2,246,023	$2,269,807	$956,791	$-23,784
2018	$2,091,401	$2,014,488	$968,328	$76,913

OAKENDELL INC