The Oaks of Alexandria LLC

EIN: 205648934 501(c)(3) Education

Alexandria, LA

Total Revenue
$681,159
Total Expenses
$553,960
Total Assets
$3,000,537
Net Assets
$-3,474,131
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
LA
Principal Officer
Kelly Pepper
Phone
3186192917
Tax Period
2024-07-01 to 2025-06-30

The Oaks of Alexandria LLC, founded in 2007, is a small nonprofit in the Education sector that reported $681K in total revenue in fiscal year 2024. The organization ran a surplus of $127K, a strong 19% operating margin.

Mission

Premier Student Housing for Louisiana State University at Alexandria

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,011
Program Service Revenue $679,919
Investment Income $229
Other Revenue $0
TOTAL REVENUE $681,159

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $550,560
Other Expenses $553,960
TOTAL EXPENSES $553,960

Year-over-Year Comparison

2024 2023 Change
Revenue $681,159 $691,147 0.0%
Expenses $553,960 $569,077 0.0%
Net Income $127,199 $122,070 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
25
Independent Members
22
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
6
$0
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robin Freeman Board Member 0.00
Director
$0 $0 $0
Spencer Martin Past Chair 0.00
Officer Director
$0 $0 $0
Erin Roes Board Member 0.00
Director
$0 $0 $0
Nell Shehee Board Member 0.00
Director
$0 $0 $0
Benjamin Luke Board Member 0.00
Director
$0 $0 $0
Michael Crowell Treasurer/Ch El 0.00
Officer Director
$0 $0 $0
Daryl Deshotel Board Member 0.00
Director
$0 $0 $0
Stephen Wright Imm Past Chair 0.00
Officer Director
$0 $0 $0
Lawrence Searcy Past Chair 0.00
Officer Director
$0 $0 $0
Deborah Randolph Board Member 0.00
Director
$0 $0 $0
Charlie Weems III Emeritus 0.00
Officer Director
$0 $0 $0
Marian Templeton Board Member 0.00
Director
$0 $0 $0
Haiyan Chen Board Member 0.00
Director
$0 $0 $0
Glenda Stock Smith Chairman 0.00
Officer Director
$0 $0 $0
Aloysia Ducote Board Member 0.00
Director
$0 $0 $0
Dustin Matthews Board Member 0.00
Director
$0 $0 $0
Blake Chatelain Board Member 0.00
Director
$0 $0 $0
Mark Brown Board Member 0.00
Director
$0 $0 $0
Trudy Poret Board Member 0.00
Director
$0 $0 $0
Chris Karam Board Member 0.00
Director
$0 $0 $0
Patricia Leleux Board Member 0.00
Director
$0 $0 $0
Bill Fontenot Board Member 0.00
Director
$0 $0 $0
Kelly Pepper Ex-Officio 0.00
$0 $0 $0
Deron Thaxton Ex-Officio 0.00
$0 $0 $0
Paul Coreil Ex-Officio 0.00
$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 $681,159 $553,960 $3,000,537 $127,199
2024 $691,147 $569,077 $3,301,605 $122,070
2023 $1,078,691 $1,627,631 $3,603,361 $-548,940
2022 $1,596,269 $1,340,440 $4,915,692 $255,829
2021 $1,563,106 $1,395,404 $5,066,020 $167,702
Explore More Nonprofits
Top 100 Nonprofits in Louisiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare The Oaks of Alexandria LLC with other nonprofits in Louisiana and across the country.