OAKS PARENT-CHILD WORKSHOP (EIN 951689449) - 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

1958

Legal Domicile

Principal Officer

ERIK STROMLUND

Phone

8056827609

Tax Period

2024-07-01 to 2025-06-30

OAKS PARENT-CHILD WORKSHOP, founded in 1958, is a small nonprofit in the Human Services sector that reported $374K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $74K, a strong 20% operating margin.

Mission

PARENT COOP PRE-SCHOOL

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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 $36,679

Program Service Revenue $295,345

Investment Income $11,838

Other Revenue $30,215

TOTAL REVENUE $374,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,673

Fundraising Expenses $0

Program Expenses $299,729

Other Expenses $122,056

TOTAL EXPENSES $299,729

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,077	$336,966	+0.1%
Expenses	$299,729	$274,213	+0.1%
Net Income	$74,348	$62,753	+0.2%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WHITNEY STOCKHOFF	CHAIR	5.00	Officer	$0	$0	$0
KATIE KOEHN	VICE -CHAIR	5.00	Officer	$0	$0	$0
ERIK STROMLUND	TREASURER	5.00	Officer	$0	$0	$0
IDONAROSE ELLIS	SECRETARY	5.00	Officer	$0	$0	$0
BRITTANY STINNER	MEMBERSHIP	5.00	Officer	$0	$0	$0
LAUREN BENON	FUND RAISING	5.00	Officer	$0	$0	$0
DANA THEUS	BILLING	5.00	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
2025	$374,077	$299,729	$836,328	$74,348
2024	$336,966	$274,213	$761,961	$62,753
2023	$307,510	$234,905	$697,731	$72,605
2022	$291,675	$221,095	$625,126	$70,580
2021	$132,561	$138,000	$584,028	$-5,439
2020	$215,739	$232,477	$589,561	$-16,738
2019	$245,442	$267,884	$578,200	$-22,442

OAKS PARENT-CHILD WORKSHOP