ACADEME OF THE OAKS (EIN 300129704) - 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

2002

Legal Domicile

Principal Officer

EVA HANDSCHIN

Phone

4044052173

Tax Period

2023-07-01 to 2024-06-30

ACADEME OF THE OAKS, founded in 2002, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION'S MISSION IS TO REDEFINE THE HIGH SCHOOL EXPERIENCE BY EDUCATING STUDENTS TO BE RESOURCEFUL, CLEAR, AND FLEXIBLE THINKERS, CAPABLE OF MAKING PROFOUND AND POSITIVE CONTRIBUTIONS TO THE FAST-CHANGING WORLD THEY INHERIT.

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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 $123,387

Program Service Revenue $1,475,859

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,599,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $954,644

Fundraising Expenses $20,100

Program Expenses $1,541,388

Other Expenses $756,836

TOTAL EXPENSES $1,711,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,599,246	$1,417,573	+0.1%
Expenses	$1,711,480	$1,603,848	+0.1%
Net Income	$-112,234	$-186,275	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HORN	BOARD MEMBER	5.00	Officer Director	$0	$0	$0
HARVIN GREENE	BOARD MEMBER	5.00	Director	$0	$0	$0
EVA HANDSCHIN	BOARD MEMBER	5.00	Director	$0	$0	$0
TARA WYMAN	BOARD SECRETARY	5.00	Officer Director	$0	$0	$0
CHRISTOPHE CADIOU	BOARD MEMBER	5.00	Director	$0	$0	$0
MARY KAMB	BOARD PRESIDENT	5.00	Officer Director	$0	$0	$0
LYNEE CAMPOS	BOARD MEMBER	5.00	Director	$0	$0	$0
KHURRAM FARROOQUI	BOARD MEMBER	5.00	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	$1,599,246	$1,711,480	$965,433	$-112,234
2023	$1,417,573	$1,603,848	$1,040,773	$-186,275
2022	$1,577,650	$1,556,269	$816,181	$21,381
2021	$1,443,253	$1,324,590	$858,924	$118,663
2020	$1,366,789	$1,354,576	$817,987	$12,213
2019	$1,384,787	$1,487,247	$737,371	$-102,460
2018	$1,437,072	$1,471,055	$946,405	$-33,983

ACADEME OF THE OAKS