Living Oaks Middle School Academic Alliance (EIN 270232033) - 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

2009

Legal Domicile

Principal Officer

Karen Shurtz

Phone

3146064388

Tax Period

2018-07-01 to 2019-06-30

Living Oaks Middle School Academic Alliance, founded in 2009, is a small nonprofit in the Recreation & Sports sector that reported $369K in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $132K, a strong 36% operating margin.

Mission

Provide middle-school aged children Christian educational opportunities to supplement their academic experience.

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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 (2018)

Revenue Breakdown

Contributions & Grants $207,709

Program Service Revenue $161,138

Investment Income $43

Other Revenue $493

TOTAL REVENUE $369,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,645

Fundraising Expenses $0

Program Expenses $237,084

Other Expenses $70,439

TOTAL EXPENSES $237,084

Year-over-Year Comparison

	2018	2017	Change
Revenue	$369,383	$398,309	-0.1%
Expenses	$237,084	$323,656	-0.3%
Net Income	$132,299	$74,653	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Shurtz	President	5.00	Officer	$0	$0	$0
Elaine Yamasaki	Secretary	5.00	Officer	$0	$0	$0
Rick Shurtz	Director	3.00	Officer	$0	$0	$0
Brad Yamasaki	Director	3.00	Officer	$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
2019	$369,383	$237,084	$397,777	$132,299

Living Oaks Middle School Academic Alliance