SEVEN OAKS COMMUNITY CENTER INC (EIN 952666758) - 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

1962

Legal Domicile

Phone

8584874058

Tax Period

2024-10-01 to 2025-09-30

SEVEN OAKS COMMUNITY CENTER INC, founded in 1962, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO SERVE ITS MEMBERS.

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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 $0

Program Service Revenue $985,040

Investment Income $30,718

Other Revenue $82,591

TOTAL REVENUE $1,098,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $399,211

Fundraising Expenses $0

Program Expenses $1,114,164

Other Expenses $727,124

TOTAL EXPENSES $1,126,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,098,349	$1,005,687	+0.1%
Expenses	$1,126,335	$946,804	+0.2%
Net Income	$-27,986	$58,883	-1.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL HEINZ	President	2.00	Officer Director	$0	$0	$0
MICHELE HUMPHREYS	Vice President	2.00	Director	$0	$0	$0
SCOTT NELLES	Treasurer	2.00	Director	$0	$0	$0
EMILY BEITLER	Secretary	2.00	Director	$0	$0	$0
MAG REILLY	Director	2.00	Director	$0	$0	$0
STEVE MOSHER	Director	0.00	Director	$0	$0	$0
CHUCK GOURLEY	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	$1,098,349	$1,126,335	$962,000	$-27,986
2024	$1,005,687	$946,804	$1,013,032	$58,883
2023	$1,034,966	$1,026,165	$901,898	$8,801
2022	$819,835	$733,870	$1,173,324	$85,965
2021	$757,206	$821,089	$1,135,977	$-63,883
2020	$735,640	$844,573	$1,237,122	$-108,933
2019	$707,710	$571,914	$1,291,795	$135,796
2018	$678,233	$612,300	$793,636	$65,933

SEVEN OAKS COMMUNITY CENTER INC