LIVE OAK EDUCATION FUND (EIN 142001348) - 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

2007

Legal Domicile

Principal Officer

ASHLEY TURNER

Tax Period

2022-07-01 to 2023-06-30

LIVE OAK EDUCATION FUND, founded in 2007, is a small nonprofit in the Religion sector that reported $203K in total revenue in fiscal year 2022.

Mission

AFFILIATE MEMBER OF THE SAN RAMON VALLEY EDUCATION FOUNDATION, WHICH PROVIDES EDUCATIONAL SUPPORT FOR THE SCHOOLS IN THE THE SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT. LIVE OAK EDUCATION FUND SUPPORTS EDUCATIONAL PROGRAMS AND NEEDS AT THE LIVE OAK ELEMENTARY SCHOOL, A TITLE I 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 (2022)

Revenue Breakdown

Contributions & Grants $181,691

Program Service Revenue $0

Investment Income $690

Other Revenue $20,534

TOTAL REVENUE $202,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,903

Other Expenses $213,861

TOTAL EXPENSES $213,861

Year-over-Year Comparison

	2022	2021	Change
Revenue	$202,915	$206,522	0.0%
Expenses	$213,861	$188,863	+0.1%
Net Income	$-10,946	$17,659	-1.6%

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

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
JOE LI	Vice President	1.00	Director	$0	$0	$0
ASHLEY TURNER	President	5.00	Director	$0	$0	$0
DIANA HU	Treasurer	5.00	Director	$0	$0	$0
LISA CORPUS	FINANCIAL SEC.	1.00	Director	$0	$0	$0
WENDY SANCHEZ	RECORDING SEC	1.00	Director	$0	$0	$0
CAROLYN DOBEL	PRINCIPAL	1.00	Director	$0	$0	$0
PAIGE ALLENDER	TEACHER REP	1.00	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	$202,915	$213,861	$327,261	$-10,946
2022	$206,522	$188,863	$338,207	$17,659
2021	$179,926	$172,869	$320,548	$7,057
2020	$363,840	$290,033	$313,491	$73,807
2019	$371,310	$345,372	$239,684	$25,938

LIVE OAK EDUCATION FUND