OAKSTONE ACADEMY PALM BEACH CORPORATION (EIN 274878735) - 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

Legal Domicile

Principal Officer

KRITS LIAT

Phone

5615857800

Tax Period

2024-07-01 to 2025-06-30

OAKSTONE ACADEMY PALM BEACH CORPORATION is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 16% operating deficit.

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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 $7,749

Program Service Revenue $1,205,722

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,213,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $973,189

Fundraising Expenses $31,452

Program Expenses $1,358,668

Other Expenses $433,356

TOTAL EXPENSES $1,406,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,213,471	$1,305,852	-0.1%
Expenses	$1,406,545	$1,359,899	+0.0%
Net Income	$-193,074	$-54,047	+2.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
JOSEPH LANDY	PRESIDENT	Director	$0	$0	$0
DENISE DAVIES	SECRETARY	Director	$0	$0	$0
BRETT BENIK	TREASURER	Director	$0	$0	$0
MEG BUTLER	OFFICER	Officer	$0	$0	$0
JOE EPPY	OFFICER	Officer	$0	$0	$0
ISAIAH SUGGS	OFFICER	Officer	$0	$0	$0
MARIO RUEDA	MEMBER	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
2025	$1,213,471	$1,406,545	$259,066	$-193,074
2024	No data	No data	No data	No data
2023	$1,318,235	$1,142,835	$549,953	$175,400
2022	$937,338	$887,096	$380,684	$50,242
2021	$1,010,579	$789,266	$343,209	$221,313
2020	$812,116	$766,870	$231,868	$45,246
2019	$682,042	$699,466	$55,863	$-17,424
2018	$503,542	$481,213	$73,792	$22,329

OAKSTONE ACADEMY PALM BEACH CORPORATION