Oakland Elizabeth House (EIN 943225949) - 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

1995

Legal Domicile

Principal Officer

Jackie Yancy

Phone

9259420819

Tax Period

2025-01-01 to 2025-12-31

Oakland Elizabeth House, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $737K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $667K left a modest 10% surplus.

Mission

Elizabeth House provides housing and supportive services to women and 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 (2025)

Revenue Breakdown

Contributions & Grants $713,313

Program Service Revenue $22,936

Investment Income $0

Other Revenue $724

TOTAL REVENUE $736,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,351

Fundraising Expenses $25,695

Program Expenses $439,871

Other Expenses $298,247

TOTAL EXPENSES $666,598

Year-over-Year Comparison

	2025	2024	Change
Revenue	$736,973	$546,997	+0.3%
Expenses	$666,598	$645,426	+0.0%
Net Income	$70,375	$-98,429	-1.7%

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

N/A

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

Total Directors

$117,653

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jackie Yancy	Executive Dir.	40.00	Director	$117,653	$0	$117,653
Bridget Mendez	Board Member	2.00	Director	$0	$0	$0
Maria Bruce	President	5.00	Officer Director	$0	$0	$0
Jay Mitchell	Board Member	2.00	Director	$0	$0	$0
Troy Rocket	Board Member	2.00	Director	$0	$0	$0
Cecilia Wright	Treasurer	4.00	Officer Director	$0	$0	$0
Regina Parker	Secretary	4.00	Officer Director	$0	$0	$0
Tamicka James	Board Member	2.00	Director	$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	$736,973	$666,598	$325,963	$70,375
2024	$546,997	$645,426	$255,408	$-98,429
2023	$616,170	$715,111	$333,519	$-98,941
2022	$478,825	$407,934	$470,061	$70,891
2021	$524,812	$321,497	$399,170	$203,315
2020	$402,244	$364,484	$195,855	$37,760

Oakland Elizabeth House