THE RED OAKS SCHOOL INC

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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

1966

Legal Domicile

Principal Officer

DAVID YERMACK

Phone

9735397853

Tax Period

2024-07-01 to 2025-06-30

THE RED OAKS SCHOOL INC, founded in 1966, is a community nonprofit in the Education sector that reported $6.7M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 6% surplus.

Mission

THE RED OAKS SCHOOL DEVELOPS EACH CHILD'S GIFTS BY INSPIRING PERSONAL AND INTELLECTUAL GROWTH, RESULTING IN HIGH-ACHIEVING STUDENTS WHO ARE HAPPY, CONFIDENT, RESILIENT, AND READY FOR THE CHALLENGES AHEAD.

Program Service Accomplishments

Program 1

Expenses: $4,769,907 Revenue: $6,234,639

OPERATION OF A NON-PROFIT SCHOOL FEATURING MONTESSORI EDUCATION IN THE LOWER GRADES AND INTERNATIONAL BACCALAUREATE SCHOOL IN THE MIDDLE SCHOOL GRADES 5-8 SERVING 192 STUDENTS DURING THE SCHOOL YEAR. BOTH PROGRAMS FEATURE HANDS-ON EXPERIENTIAL LEARNING; GLOBAL PERSPECTIVES; CRITICAL THINKING, ANALYSIS, AND APPLICATION OF SKILLS TO REAL-LIFE SITUATIONS.

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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 $392,276

Program Service Revenue $6,234,639

Investment Income $30,481

Other Revenue $13,369

TOTAL REVENUE $6,670,765

Expense Breakdown

Grants Paid $944,200

Salaries & Benefits $3,849,430

Fundraising Expenses $47,589

Program Expenses $4,769,907

Other Expenses $1,503,175

TOTAL EXPENSES $6,296,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,670,765	$6,506,640	+0.0%
Expenses	$6,296,805	$6,332,959	0.0%
Net Income	$373,960	$173,681	+1.2%

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

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

$130,829

Total Directors

Key Employees

$166,273

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY GALDI	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE CAROLAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID YERMACK	TREASURER	1.00	Officer Director	$0	$0	$0
MEGAN CLARK	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL ELIE	TRUSTEE	1.00	Director	$0	$0	$0
FRED DOUGLAS	TRUSTEE	1.00	Director	$0	$0	$0
JESPER GORANSSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE ST PETER LEVINSOHN	TRUSTEE	1.00	Director	$0	$0	$0
SUSANNA PUNTEL	TRUSTEE	1.00	Director	$0	$0	$0
AVINASH KOTHAVALE	TRUSTEE	1.00	Director	$0	$0	$0
JANET DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
ANNEMARIE FELDMAN	TRUSTEE	1.00	Director	$0	$0	$0
JAYNE GEIGER	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE GOLDTHWAITE	TRUSTEE	1.00	Director	$0	$0	$0
KARLA GABRE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER WEAVER	HEAD OF SCHOOL	45.00	Officer	$112,560	$18,269	$130,829
SUSAN A MILLER	DIR OF FINANCE AND OPERATI	40.00	Key Emp	$158,220	$8,053	$166,273
NOGA BEER	MIDDLE SCHOOL DIRECTOR	40.00	Highest	$128,675	$6,566	$135,241
SERA CAPRIOTTI	LOWER SCHOOL DIRECTOR	40.00	Highest	$112,164	$6,279	$118,443
PATRICIA GIORDANO	DEVELOPMENT AND ASST TO HOS	40.00	Highest	$110,488	$15,459	$125,947
MARILYN E STEWART	HEAD OF SCHOOL (THROUGH 6/24)	45.00		$178,292	$13,392	$191,684

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	$6,670,765	$6,296,805	$4,809,972	$373,960
2024	$6,506,640	$6,332,959	$4,444,684	$173,681
2023	$6,046,672	$6,003,517	$4,312,870	$43,155
2022	$5,283,617	$5,223,942	$3,126,208	$59,675
2021	$5,200,429	$4,966,719	$3,542,629	$233,710
2020	$4,715,454	$4,585,798	$2,778,004	$129,656
2019	$4,709,286	$4,452,113	$2,234,305	$257,173
2018	$4,336,363	$4,213,257	$1,961,000	$123,106