Oak Grove Classical Academy (EIN 261217505) - 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

2008

Legal Domicile

Principal Officer

Andy Diercks

Phone

5052692696

Tax Period

2023-07-01 to 2024-06-30

Oak Grove Classical Academy, founded in 2008, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Oak Grove Classical Academy provides a Christ-centered, classical education utilizing a University Model.

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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 $202,447

Program Service Revenue $2,595,506

Investment Income $6,537

Other Revenue $-12,728

TOTAL REVENUE $2,791,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,102,449

Fundraising Expenses $0

Program Expenses $2,141,071

Other Expenses $628,376

TOTAL EXPENSES $2,730,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,791,762	$2,397,797	+0.2%
Expenses	$2,730,825	$2,401,840	+0.1%
Net Income	$60,937	$-4,043	-16.1%

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

110

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

$102,299

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Winn	Headmaster	50.00	Officer	$100,411	$1,888	$102,299
Andy Diercks	President	1.00	Officer Director	$0	$0	$0
Jay Rush	Vice President	1.00	Officer Director	$0	$0	$0
Megan Diercks	Secretary	1.00	Officer Director	$0	$0	$0
Kurt Sorenson	Treasurer	1.00	Officer Director	$0	$0	$0
David Hicks	Director	1.00	Director	$0	$0	$0
Whitney Hicks	Director	1.00	Director	$0	$0	$0
Leah Rush	Director	1.00	Director	$0	$0	$0
Dani Sorenson	Director	1.00	Director	$0	$0	$0
Jennifer Robinson	Director	1.00	Director	$0	$0	$0
Brandon Robinson	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
2025	No data	No data	No data	No data
2024	$2,791,762	$2,730,825	$1,943,694	$60,937
2023	$2,397,797	$2,401,840	$1,865,444	$-4,043
2022	$2,122,283	$1,992,074	$1,484,519	$130,209
2021	$1,674,865	$1,647,081	$1,182,842	$27,784
2020	$1,544,591	$1,392,077	$884,220	$152,514

Oak Grove Classical Academy