Oakland Methodist Foundation (EIN 946079707) - 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

1950

Legal Domicile

Principal Officer

Wayne Fabrizio

Phone

5104654793

Tax Period

2023-01-01 to 2023-12-31

Oakland Methodist Foundation, founded in 1950, is a small nonprofit in the Religion sector that reported $140K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $28K, a strong 20% operating margin.

Mission

Supportive grants to Lake Merritt United Methodist Church and other charitable organizations

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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 $10,000

Program Service Revenue $0

Investment Income $129,774

Other Revenue $0

TOTAL REVENUE $139,774

Expense Breakdown

Grants Paid $109,698

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,698

Other Expenses $1,900

TOTAL EXPENSES $111,598

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,774	$162,062	-0.1%
Expenses	$111,598	$84,211	+0.3%
Net Income	$28,176	$77,851	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Ganitch	Treasurer	2.00	Officer Director	$0	$0	$0
Randall Reed	Vice President	2.00	Officer Director	$0	$0	$0
Lisa Radspinner	Secretary	2.00	Officer Director	$0	$0	$0
Sue Dickey	Director	2.00	Director	$0	$0	$0
Wayne Fabrizio	President	2.00	Officer Director	$0	$0	$0
Dale Tremper	Director	2.00	Director	$0	$0	$0
James M Clardy	Director	2.00	Director	$0	$0	$0
Phyllis Elving	Director	2.00	Director	$0	$0	$0
Joseph Koroma	Director	2.00	Director	$0	$0	$0
Charles Cordes	Director	2.00	Director	$0	$0	$0
Robert T Cox	Director	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$139,774	$111,598	$2,182,846	$28,176
2022	$162,062	$84,211	$2,025,626	$77,851
2021	$208,683	$56,114	$2,420,326	$152,569
2020	$196,903	$55,937	$2,108,955	$140,966
2019	$92,488	$58,488	$1,918,769	$34,000
2018	$144,671	$58,495	$1,631,954	$86,176

Oakland Methodist Foundation