OAKWOOD SCHOOL INC co Topel and Silver CPAs (EIN 222313945) - 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

1979

Legal Domicile

Principal Officer

Gerard Dougherty

Phone

7327801200

Tax Period

2023-07-01 to 2024-06-30

OAKWOOD SCHOOL INC co Topel and Silver CPAs, founded in 1979, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

PRIVATE SCHOOL FOR THE HANDICAPPED.School Closed as of June 30, 2024.

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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 $0

Program Service Revenue $1,599,596

Investment Income $9,655

Other Revenue $0

TOTAL REVENUE $1,609,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,413,874

Fundraising Expenses $0

Program Expenses $1,121,698

Other Expenses $197,000

TOTAL EXPENSES $1,610,874

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,609,251	$1,363,105	+0.2%
Expenses	$1,610,874	$1,409,319	+0.1%
Net Income	$-1,623	$-46,214	-1.0%

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

$359,332

Total Directors

$359,332

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gerard Dougherty	Executive Dir.	40.00	Officer Director	$169,163	$48,045	$217,208
Christopher Farrell	Trustee	40.00	Officer Director	$113,361	$28,763	$142,124
KEVIN COLANGELO	Director	1.00	Director	$0	$0	$0
RICK DILL	President	1.00	Officer Director	$0	$0	$0
DR MATT STROBEL	Director	1.00	Director	$0	$0	$0
DARREN SPINDEL	Treasurer	1.00	Officer Director	$0	$0	$0
DR MICHAEL MARKOFF	Director	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
2024	$1,609,251	$1,610,874	$362,431	$-1,623
2023	$1,363,105	$1,409,319	$300,032	$-46,214
2022	$1,674,307	$1,702,041	$546,630	$-27,734
2021	$1,845,796	$1,841,725	$584,024	$4,071
2020	$1,958,251	$1,947,538	$556,520	$10,713
2019	$1,996,286	$1,992,981	$667,654	$3,305
2018	$1,942,793	$1,938,697	$493,150	$4,096

OAKWOOD SCHOOL INC co Topel and Silver CPAs