OAK CREST INSTITUTE OF SCIENCE (EIN 954680961) - 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

1998

Legal Domicile

Principal Officer

DR MARC BAUM

Phone

6268170883

Tax Period

2023-01-01 to 2023-12-31

OAK CREST INSTITUTE OF SCIENCE, founded in 1998, is a community nonprofit in the Science & Technology sector that reported $7.8M in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $6.7M left a modest 14% surplus.

Mission

1.Governmental ResearchFederal grants make up the largest portion of Oak Crests current funding support. These include grants from (a) the National Institutes of Health to develop innovative biomedical technologies for the prevention and treatment of infectious diseases; (b) the National Science Foundation to develop and implement educational programs geared at increasing community college student engagement in science; and (c) the National Aeronautics and Space Administration to conduct laboratory studies that may shed light on the emergence of life on Earth and other planets.2. Lab Loan OutsOak Crest is deeply committed towards building a science ecosystem centered in Monrovia, a program that is expected to build a sustainable network of local technology companies offering high quality employment opportunities to local residents. The effort includes attracting scientific entrepreneurs and supporting the early stages of their start-up companies by providing laboratory space and access

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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 $6,991,209

Program Service Revenue $797,583

Investment Income $211

Other Revenue $375

TOTAL REVENUE $7,789,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,594,707

Fundraising Expenses $0

Program Expenses $5,924,440

Other Expenses $5,130,569

TOTAL EXPENSES $6,725,276

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,789,378	$4,680,233	+0.7%
Expenses	$6,725,276	$5,124,644	+0.3%
Net Income	$1,064,102	$-444,411	-3.4%

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

$389,800

Total Directors

$240,199

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MARC BAUM	CEO	40.00	Officer Director	$221,857	$18,342	$240,199
JOHN MOSS	N/A	40.00		$124,246	$12,335	$136,581
WENDY CANO	SECRETARY	40.00	Officer	$116,734	$19,367	$136,101
PAUL WEBSTER	N/A	40.00		$120,275	$5,657	$125,932
SAMAN M GUNAWARDANA	N/A	40.00		$103,719	$12,182	$115,901
RICHARD GARRETT CPA	CFO	4.00	Officer	$13,500	$0	$13,500

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
2024	No data	No data	No data	No data
2023	$7,789,378	$6,725,276	$6,204,614	$1,064,102
2022	$4,680,233	$5,124,644	$4,953,766	$-444,411
2021	$4,671,335	$4,839,099	$4,897,984	$-167,764
2020	$5,032,030	$4,276,067	$5,313,663	$755,963

OAK CREST INSTITUTE OF SCIENCE