THE OAK RIDGE SOCIETY FOUNDATION INC (EIN 311729153) - 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

2000

Legal Domicile

Principal Officer

AL G TAYLOR JR

Phone

3363392696

Tax Period

2024-07-01 to 2025-06-30

THE OAK RIDGE SOCIETY FOUNDATION INC, founded in 2000, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 48% operating deficit.

Mission

ORGANIZED TO GRANT SCHOLARSHIPS AND GIVE AID TO OAK RIDGE MILITARY ACADEMY

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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 $3,500

Program Service Revenue $0

Investment Income $2,811

Other Revenue $37,572

TOTAL REVENUE $43,883

Expense Breakdown

Grants Paid $64,867

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,867

Other Expenses $0

TOTAL EXPENSES $64,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,883	$54,862	-0.2%
Expenses	$64,867	$80,441	-0.2%
Net Income	$-20,984	$-25,579	-0.2%

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

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 LINVILLE	DIRECTOR	0.10	Director	$0	$0	$0
COAK J MAY	DIRECTOR AND TREASURER	1.00	Officer Director	$0	$0	$0
AL G TAYLOR JR	CHAIRMAN AND DIRECTOR	1.00	Officer Director	$0	$0	$0
KATHY D LINVILLE	DIRECTOR	0.10	Director	$0	$0	$0
ASHLEY ANGEL	DIRECTOR	0.10	Director	$0	$0	$0
BRENDA TAYLOR	DIRECTOR AND SECRETARY	1.00	Officer 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	$43,883	$64,867	$608,794	$-20,984
2024	$54,862	$80,441	$629,182	$-25,579
2023	$48,276	$55,000	$653,109	$-6,724
2022	$49,776	$55,500	$657,991	$-5,724
2021	$33,785	$64,891	$663,715	$-31,106
2020	$55,500	$58,000	$694,821	$-2,500
2019	$67,438	$225,000	$697,321	$-157,562

THE OAK RIDGE SOCIETY FOUNDATION INC