BLUE OAK CHARTER SCHOOL INC (EIN 020702969) - 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

2004

Legal Domicile

Principal Officer

TIM DRURY

Phone

5308797483

Tax Period

2024-07-01 to 2025-06-30

BLUE OAK CHARTER SCHOOL INC, founded in 2004, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2024.

Mission

TO EDUCATE THE WHOLE CHILD AND TO SUPPORT THE FULL DEVELOPMENT OF THEIR POTENTIAL.

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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 $4,417,619

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,417,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,703,486

Fundraising Expenses $0

Program Expenses $3,852,801

Other Expenses $1,584,342

TOTAL EXPENSES $4,287,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,417,619	$4,396,717	+0.0%
Expenses	$4,287,828	$4,663,367	-0.1%
Net Income	$129,791	$-266,650	-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

127

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

$152,975

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI WONACOTT	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
TRISHA ATEHORTUA	DIRECTOR	2.00	Director	$0	$0	$0
LAUREL HILL-WARD	DIRECTOR	2.00	Director	$0	$0	$0
DONNA KRESKEY	DIRECTOR	2.00	Director	$0	$0	$0
RYAN SANDERS	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DOMENIGHINI	EXECUTIVE DIRECTOR	40.00	Officer	$125,035	$27,940	$152,975
NICHOLAS MEIER	TEACHER	40.00	Highest	$108,589	$38,731	$147,320

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	$4,417,619	$4,287,828	$3,979,567	$129,791
2024	$4,396,717	$4,663,367	$4,584,028	$-266,650
2023	$4,383,914	$4,287,652	$5,490,643	$96,262
2022	$4,238,730	$4,235,599	$1,104,097	$3,131
2021	$3,641,157	$3,552,440	$1,391,618	$88,717
2020	$3,552,305	$3,549,030	$1,311,311	$3,275
2019	$4,029,162	$4,013,902	$865,871	$15,260
2018	$3,724,897	$3,862,495	$981,933	$-137,598

BLUE OAK CHARTER SCHOOL INC