Live Oak Seniors Inc (EIN 942768581) - 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

1981

Legal Domicile

Principal Officer

Danny Hobbs

Phone

7079981950

Tax Period

2024-07-01 to 2025-06-30

Live Oak Seniors Inc, founded in 1981, is a small nonprofit in the Human Services sector that reported $443K in total revenue in fiscal year 2024. Expenses of $542K exceeded revenue, resulting in a 22% operating deficit.

Mission

To help and support seniors and others in need.

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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 $405,588

Program Service Revenue $0

Investment Income $33,301

Other Revenue $4,323

TOTAL REVENUE $443,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,635

Fundraising Expenses $0

Program Expenses $430,944

Other Expenses $384,583

TOTAL EXPENSES $542,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,212	$446,887	0.0%
Expenses	$542,218	$478,703	+0.1%
Net Income	$-99,006	$-31,816	+2.1%

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

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
Nancy Matuska	Secretary	0.00	Director	$0	$0	$0
Karey Karkoska	Member	0.00	Director	$0	$0	$0
Susan Andrade	Vice President	0.00	Director	$0	$0	$0
Judy Noell	President	0.00	Officer	$0	$0	$0
Majella Wilhelm	Treasurer	0.00	Officer	$0	$0	$0
Richard Crowell	Member	0.00	Officer	$0	$0	$0
Danny Hobbs	Executive Director	30.00		$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	$443,212	$542,218	$687,696	$-99,006
2024	No data	No data	No data	No data
2023	$472,183	$392,644	$874,269	$79,539
2022	$530,918	$406,669	$738,087	$124,249
2021	$889,418	$360,601	$603,447	$528,817

Live Oak Seniors Inc